We are live on ! Find out more
AMP icon

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
PWM
676
Provident Wealth Management
Tennessee
$32K +$31.7K +206 New
PCM
677
Penserra Capital Management
California
$31K -$1.16M -7,525 -97%
FMTCOCP
678
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K
FFC
679
First Financial Corp
Indiana
$31K
TPWA
680
TRUE Private Wealth Advisors
Oregon
$31K
HFS
681
Hantz Financial Services
Michigan
$30K -$3.23K -21 -10%
LWA
682
Lenox Wealth Advisors
New York
$30K
KFS
683
Kelly Financial Services
Massachusetts
$29K
HIA
684
Harbor Investment Advisory
Maryland
$29K
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$28K
RE
686
RBC Europe
United Kingdom
$27.4K
LWA
687
Lowe Wealth Advisors
Maryland
$26K
ADL
688
Asset Dedication LLC
California
$26K +$2.31K +15 +9%
NNP
689
Nachman Norwood & Parrott
South Carolina
$26K +$26K +169 New
SC
690
SouthState Corp
Florida
$26K +$26.2K +170 New
PB
691
Pinnacle Bancorp
Nebraska
$25K
WEC
692
Winslow Evans & Crocker
Massachusetts
$25K
QCMC
693
Quantum Capital Management (California)
California
$24K +$1.54K +10 +7%
BCA
694
Bray Capital Advisors
Florida
$23K
POIA
695
Pin Oak Investment Advisors
Texas
$23K
SCM
696
Silvant Capital Management
Georgia
$23K
TIM
697
Tortoise Investment Management
New York
$23K
APW
698
Acima Private Wealth
Virginia
$22K
TFO
699
Tarbox Family Office
California
$22K
ONST
700
Old North State Trust
North Carolina
$22K +$21.6K +140 New

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.