We are live on ! Find out more
AMP icon

Ameriprise Financial

770 hedge funds and large institutions have $15.3B invested in Ameriprise Financial in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 293 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 59

2% more funds holding

Funds holding: 755770 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $15.4B → $15.3B (-$127M)

1.37% less ownership

Funds ownership: 84.22%82.85% (-1.4%)

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 293

31% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $42.5M

Holders
770
Holders Change
+15
Holders Change %
+1.99%
% of All Funds
15.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
78
Increased
224
Reduced
293
Closed
59
Calls
$29.1M
Puts
$42.5M
Net Calls
-$13.3M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
Cutler Group
California
$104K +$104K +675 New
Parallax Volatility Advisers
627
Parallax Volatility Advisers
California
$103K -$12.8K -83 -11%
ACM
628
AUA Capital Management
Pennsylvania
$103K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
629
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$103K +$103K +667 New
CCM
630
Covington Capital Management
California
$95K -$15.4K -100 -14%
DWA
631
Dougherty Wealth Advisers
Minnesota
$93K
WB
632
West Bancorporation
Iowa
$92K
PCM
633
Prelude Capital Management
New York
$90K -$137K -889 -60%
CHAM
634
Clear Harbor Asset Management
Connecticut
$88.6K +$88.6K +575 New
RWA
635
Ropes Wealth Advisors
Massachusetts
$86K
TAIM
636
TD Ameritrade Investment Management
Nebraska
$85K -$2K -13 -2%
TSW
637
Thompson Siegel & Walmsley
Virginia
$83K
PFBT
638
Parkside Financial Bank & Trust
Missouri
$82K -$1.39K -9 -2%
HCP
639
Hexagon Capital Partners
Arkansas
$79K +$74.1K +481 New
BFEC
640
Benjamin F. Edwards & Company
Missouri
$78K -$63K -409 -45%
CIA
641
CSat Investment Advisory
Michigan
$77K +$5.39K +35 +8%
EW
642
Evoke Wealth
California
$75K -$2K -13 -3%
APA
643
American Portfolios Advisors
New York
$74.1K -$6.62K -43 -8%
SIAS
644
Shine Investment Advisory Services
Colorado
$72K
PIM
645
Platinum Investment Management
Australia
$72K +$72.4K +470 New
CAM
646
CenterStar Asset Management
Illinois
$63K
HWA
647
HHM Wealth Advisors
Tennessee
$62K -$3.23K -21 -5%
M
648
MOTCO
Texas
$62K
BWM
649
BerganKDV Wealth Management
Minnesota
$61K
BCA
650
Berman Capital Advisors
Georgia
$61K

AMP Hedge Fund Activity: Q3 2020 in Review

770 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2020, worth a combined $15.3B — down 0.82% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AMP positions and 59 closed out — a net gain of 19 holders — while 224 added to existing stakes and 293 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.8M. The largest seller was Vanguard Group, cutting an estimated $241M.

  • 770 institutional investors held Ameriprise Financial (AMP) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $15.3B of Ameriprise Financial stock for Q3 2020, down 0.82% quarter-over-quarter.
  • 78 funds opened new Ameriprise Financial positions in Q3 2020 and 59 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q3 2020 was JP Morgan Chase, an estimated $58.8M added.
  • The largest Ameriprise Financial seller in Q3 2020 was Vanguard Group, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2020.