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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
CI
676
CX Institutional
Indiana
$28K -$9.62K -75 -29%
GWMIA
677
Global Wealth Management Investment Advisory
Florida
$27K
RE
678
RBC Europe
United Kingdom
$26.7K -$90.9K -709 -80%
LWA
679
Lowe Wealth Advisors
Maryland
$25K
PB
680
Pinnacle Bancorp
Nebraska
$24K -$42.3K -330 -67%
ADL
681
Asset Dedication LLC
California
$24K
WEC
682
Winslow Evans & Crocker
Massachusetts
$24K
TIM
683
Tortoise Investment Management
New York
$23K -$4.62K -36 -19%
QCMC
684
Quantum Capital Management (California)
California
$23K -$2.69K -21 -12%
BCA
685
Bray Capital Advisors
Florida
$23K
SCM
686
Silvant Capital Management
Georgia
$23K
APW
687
Acima Private Wealth
Virginia
$22K
POIA
688
Pin Oak Investment Advisors
Texas
$22K
WPA
689
West Paces Advisors
Georgia
$21.3K -$1.92K -15 -10%
MCM
690
MV Capital Management
Maryland
$21K -$7.95K -62 -31%
CAM
691
CenterStar Asset Management
Illinois
$21K
TFO
692
Tarbox Family Office
California
$21K +$6.41K +50 +55%
FP
693
Financial Perspectives
Minnesota
$20.4K
HI
694
Hudock Inc
Pennsylvania
$18K
PP
695
PrairieView Partners
Minnesota
$18K
AJ
696
Ashburton (Jersey)
Jersey
$15K -$23.8K -186 -65%
BWL
697
Bogart Wealth LLC
Virginia
$15K
DAM
698
Delta Asset Management
Tennessee
$15K
EWM
699
Edge Wealth Management
New York
$15K
JFA
700
JNBA Financial Advisors
Minnesota
$15K

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.