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Ameriprise Financial

755 hedge funds and large institutions have $15.4B invested in Ameriprise Financial in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 202 increasing their positions, 295 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

44% more capital invested

Capital invested by funds: $10.7B → $15.4B (+$4.73B)

7% more funds holding

Funds holding: 705755 (+50)

0.6% less ownership

Funds ownership: 84.82%84.22% (-0.6%)

32% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 295

42% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $68M

Holders
755
Holders Change
+50
Holders Change %
+7.09%
% of All Funds
15.48%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
121
Increased
202
Reduced
295
Closed
63
Calls
$39.6M
Puts
$68M
Net Calls
-$28.3M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
651
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K
BL
652
Balentine LLC
Georgia
$44K +$6.15K +48 +19%
CA
653
Crewe Advisors
Utah
$41K
KTC
654
Kistler-Tiffany Companies
Pennsylvania
$41K
AIM
655
AIA Investment Management
Singapore
$40K
FWM
656
Filbrandt Wealth Management
Wisconsin
$40K +$34K +265 New
CBT
657
Central Bank & Trust
Kentucky
$39K
SL
658
Savior LLC
Massachusetts
$39K
GCM
659
Gables Capital Management
Florida
$38K
ME
660
McIlrath & Eck
Washington
$38K
BCWM
661
Bartlett & Co Wealth Management
Ohio
$36.2K
BC
662
Bartlett & Co
Ohio
$36K
OCM
663
Ovata Capital Management
Hong Kong
$36K +$30.9K +241 New
AF
664
Advisornet Financial
Minnesota
$35K -$114K -892 -79%
FCA
665
FinTrust Capital Advisors
South Carolina
$34K -$404K -3,155 -93%
BBA
666
Braun-Bostich & Associates
Pennsylvania
$34K
SFS
667
Sowell Financial Services
Arkansas
$33K -$9.1K -71 -25%
HFS
668
Hantz Financial Services
Michigan
$32K -$3.45M -26,928 -99%
CCA
669
Column Capital Advisors
Indiana
$32K +$28.1K +219 New
TPWA
670
TRUE Private Wealth Advisors
Oregon
$31K +$9.62K +75 +57%
FMTCOCP
671
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K
FFC
672
First Financial Corp
Indiana
$30K
LWA
673
Lenox Wealth Advisors
New York
$30K +$3.21K +25 +15%
HIA
674
Harbor Investment Advisory
Maryland
$29K +$1.41K +11 +6%
KFS
675
Kelly Financial Services
Massachusetts
$28.2K

AMP Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2020, worth a combined $15.4B — up 44% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AMP positions and 63 closed out — a net gain of 58 holders — while 202 added to existing stakes and 295 trimmed.

The largest buyer was Vanguard Group, adding an estimated $290M. The largest seller was BlackRock, cutting an estimated $100M.

  • 755 institutional investors held Ameriprise Financial (AMP) as of Q2 2020, up from 705 in Q1 2020.
  • Funds reported $15.4B of Ameriprise Financial stock for Q2 2020, up 44% quarter-over-quarter.
  • 121 funds opened new Ameriprise Financial positions in Q2 2020 and 63 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q2 2020 was Vanguard Group, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q2 2020 was BlackRock, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.