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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
PMFA
651
Plante Moran Financial Advisors
Michigan
$59K -$1.23K -8 -2%
BWA
652
Burt Wealth Advisors
Maryland
$59K
HFM
653
Harvest Fund Management
China
$58K -$180K -1,169 -77%
EFSCE
654
Enterprise Financial Services Corp (EFSC)
Missouri
$58K
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.9K
TWA
656
TCI Wealth Advisors
Arizona
$51K
RMC
657
Resources Management Corp
Connecticut
$50K -$58.5K -380 -54%
CA
658
Crewe Advisors
Utah
$50K +$8.16K +53 +20%
ZB
659
Zions Bancorporation
Utah
$49K -$770 -5 -2%
OIA
660
Optimum Investment Advisors
Illinois
$49K
AA
661
Advisory Alpha
Michigan
$49K +$46.2K +300 New
Group One Trading
662
Group One Trading
Illinois
$49K +$49.3K +320 New
LWANC
663
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K
KTC
664
Kistler-Tiffany Companies
Pennsylvania
$42K
AIM
665
AIA Investment Management
Singapore
$41K
CBT
666
Central Bank & Trust
Kentucky
$40K
SL
667
Savior LLC
Massachusetts
$40K
WT
668
Washington Trust
Rhode Island
$40K +$37K +240 +1,200%
GCM
669
Gables Capital Management
Florida
$39K
ME
670
McIlrath & Eck
Washington
$39K
BCWM
671
Bartlett & Co Wealth Management
Ohio
$37.1K
BC
672
Bartlett & Co
Ohio
$37K
BBA
673
Braun-Bostich & Associates
Pennsylvania
$35K
SFS
674
Sowell Financial Services
Arkansas
$33K -$616 -4 -2%
AF
675
Advisornet Financial
Minnesota
$32K -$4.16K -27 -11%

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.