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Ameriprise Financial

827 hedge funds and large institutions have $17.6B invested in Ameriprise Financial in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 224 increasing their positions, 313 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $16B → $17.6B (+$1.6B)

10% more funds holding

Funds holding: 754827 (+73)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 83.91%83.62% (-0.29%)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 313

48% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $54.4M

Holders
827
Holders Change
+73
Holders Change %
+9.68%
% of All Funds
16.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
140
Increased
224
Reduced
313
Closed
53
Calls
$28.1M
Puts
$54.4M
Net Calls
-$26.3M
Net Calls Change
+$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
676
Itau Unibanco Holding S.A.
Brazil
$84K +$78.6K +507 New
PB
677
Pinnacle Bancorp
Nebraska
$82K
KPW
678
Kore Private Wealth
New York
$80K +$74.1K +478 New
CIA
679
CSat Investment Advisory
Michigan
$79K +$3.87K +25 +6%
BBHC
680
Brown Brothers Harriman & Co
New York
$77K -$99.8K -644 -58%
SIAS
681
Shine Investment Advisory Services
Colorado
$77K
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$75K
PFBT
683
Parkside Financial Bank & Trust
Missouri
$72K +$48.8K +315 +263%
AP
684
Americana Partners
Texas
$71K +$66.3K +428 New
ZB
685
Zions Bancorporation
Utah
$69K
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$67K +$62K +400 New
M
687
MOTCO
Texas
$65K
BWA
688
Burt Wealth Advisors
Maryland
$64K
GLI
689
Guardian Life Insurance
New York
$62K -$1.55K -10 -3%
TL
690
TrueWealth LLC
Georgia
$61K +$155 +1 +0.3%
DSC
691
Duncker Streett & Co
Missouri
$61K +$56.6K +365 New
BCWM
692
Bartlett & Co Wealth Management
Ohio
$60.1K
EW
693
Evoke Wealth
California
$56.3K +$21.7K +140 +71%
TWA
694
TCI Wealth Advisors
Arizona
$55K
OIA
695
Optimum Investment Advisors
Illinois
$53K
RA
696
Rational Advisors
New York
$52K +$27.3K +176 +129%
AA
697
Advisory Alpha
Michigan
$50.9K
BCA
698
Bray Capital Advisors
Florida
$50K
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
AJ
700
Ashburton (Jersey)
Jersey
$47K -$4.18K -27 -9%

AMP Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2019, worth a combined $17.6B — up 10% from $16B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new AMP positions and 53 closed out — a net gain of 87 holders — while 224 added to existing stakes and 313 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $221M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 827 institutional investors held Ameriprise Financial (AMP) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $17.6B of Ameriprise Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 140 funds opened new Ameriprise Financial positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest Ameriprise Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $221M added.
  • The largest Ameriprise Financial seller in Q4 2019 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2019.