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Ameriprise Financial

851 hedge funds and large institutions have $18.9B invested in Ameriprise Financial in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 233 increasing their positions, 317 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

11% more funds holding

Funds holding: 770851 (+81)

8% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $28.2M

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 317

Holders
851
Holders Change
+81
Holders Change %
+10.52%
% of All Funds
15.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
142
Increased
233
Reduced
317
Closed
51
Calls
$30.4M
Puts
$28.2M
Net Calls
+$2.2M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
626
OneAscent Financial Services
Alabama
$249K -$222K -1,240 -49%
EF
627
Empirical Finance
Pennsylvania
$249K +$230K +1,283 New
TSS
628
Two Sigma Securities
New York
$248K +$228K +1,276 New
JC
629
JBF Capital
Colorado
$243K
Capstone Investment Advisors
630
Capstone Investment Advisors
New York
$243K +$223K +1,248 New
TCPWM
631
Traverso Chambers Private Wealth Management
California
$241K -$12.3K -69 -5%
CC
632
Courier Capital
New York
$241K -$9.13K -51 -4%
SB
633
Sunflower Bank
Texas
$238K +$219K +1,222 New
BP
634
Ballentine Partners
Massachusetts
$237K -$122K -680 -36%
MYAM
635
Meiji Yasuda Asset Management
Japan
$234K +$216K +1,204 New
KCM
636
Kathmere Capital Management
Pennsylvania
$233K
SWRP
637
Summit Wealth & Retirement Planning
California
$233K +$215K +1,200 New
WC
638
Weil Company
California
$233K +$215K +1,200 New
BFM
639
Boothbay Fund Management
New York
$232K +$213K +1,192 New
WS
640
Wedbush Securities
California
$232K +$214K +1,196 New
HS
641
Haafor (Singapore)
Singapore
$231K +$213K +1,188 New
HCMNY
642
Howard Capital Management (New York)
New York
$230K +$211K +1,181 New
CGL
643
Clarius Group LLC
Washington
$230K +$212K +1,183 New
CDH
644
Charles D. Hyman
$228K -$89.5K -500 -30%
T
645
TRUADVICE
Florida
$226K +$201K +1,124 New
SS
646
Sunbelt Securities
Texas
$225K +$207K +1,155 New
EWM
647
Evercore Wealth Management
New York
$224K -$27.9K -156 -12%
SBSB
648
Sullivan, Bruyette, Speros & Blaney
Virginia
$224K +$52.1K +291 +34%
CAG
649
Csenge Advisory Group
Florida
$224K +$207K +1,155 New
AWC
650
Abundance Wealth Counselors
Pennsylvania
$220K +$202K +1,130 New

AMP Hedge Fund Activity: Q4 2020 in Review

851 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2020, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AMP positions and 51 closed out — a net gain of 91 holders — while 233 added to existing stakes and 317 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $81.2M. The largest seller was American Century Companies, cutting an estimated $118M.

  • 851 institutional investors held Ameriprise Financial (AMP) as of Q4 2020, up from 770 in Q3 2020.
  • Funds reported $18.9B of Ameriprise Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 142 funds opened new Ameriprise Financial positions in Q4 2020 and 51 closed out, a net change of +91 holders.
  • The largest Ameriprise Financial buyer in Q4 2020 was Bank of New York Mellon, an estimated $81.2M added.
  • The largest Ameriprise Financial seller in Q4 2020 was American Century Companies, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.