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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
PA
651
Parallel Advisors
California
$219K -$47.6K -266 -19%
CCA
652
Checchi Capital Advisers
California
$218K +$200K +1,120 New
KS
653
Karpas Strategies
Connecticut
$218K +$200K +1,120 New
ST
654
Spinnaker Trust
Maine
$217K +$201K +1,121 New
SI
655
Stephens Inc
Arkansas
$215K +$198K +1,107 New
AIA
656
Affinity Investment Advisors
California
$214K -$245K -1,371 -56%
AWCI
657
Alpine Woods Capital Investors
New York
$214K -$143K -800 -42%
BDF
658
Balasa Dinverno & Foltz
$214K +$197K +1,103 New
APW
659
Aurora Private Wealth
New Jersey
$212K +$195K +1,091 New
CCM
660
Coldstream Capital Management
Washington
$212K +$195K +1,092 New
CCM
661
Compton Capital Management
Rhode Island
$208K +$192K +1,070 New
WTB
662
Washington Trust Bank
Washington
$208K +$192K +1,071 New
B
663
Barings
North Carolina
$206K -$1.29M -7,216 -87%
EI
664
Ellevest Inc
New York
$205K +$41.2K +230 +28%
RT
665
Rockland Trust
Massachusetts
$203K +$186K +1,041 New
IA
666
IFP Advisors
Florida
$202K -$37.1K -207 -17%
Walleye Trading
667
Walleye Trading
New York
$201K -$904K -5,051 -83%
ONST
668
Old North State Trust
North Carolina
$200K +$159K +887 +634%
FA
669
Fortis Advisors
Pennsylvania
$194K
GWM
670
Geneos Wealth Management
Colorado
$191K +$10K +56 +7%
LC
671
Lindbrook Capital
California
$188K -$6.09K -34 -3%
PFSC
672
Peoples Financial Services Corp
Pennsylvania
$186K -$6.26K -35 -4%
APWA
673
Atlas Private Wealth Advisors
New Jersey
$181K +$163K +912 +5,067%
WTC
674
WhitTier Trust Company
Nevada
$177K
GAM
675
Guinness Asset Management
United Kingdom
$175K -$62.6K -350 -28%

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.