We are live on ! Find out more
AMP icon

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
CA
676
Clearstead Advisors
Ohio
$175K
FBT
677
First Bank & Trust
South Dakota
$173K -$4.47K -25 -3%
S
678
Seeyond
France
$173K -$895 -5 -0.6%
TFS
679
TrustCore Financial Services
Tennessee
$171K
LPIC
680
LeJeune Puetz Investment Counsel
Michigan
$165K
HFM
681
Harvest Fund Management
China
$164K +$87K +486 +135%
PGAM
682
Princeton Global Asset Management
New Jersey
$163K
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$162K
WT
684
Whittier Trust
California
$161K -$50.1K -280 -25%
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$157K +$145K +808 New
CAL
686
Capital Analysts LLC
Pennsylvania
$154K +$1.43K +8 +1%
IAS
687
IMA Advisory Services
Colorado
$153K
GRP
688
Global Retirement Partners
California
$153K +$537 +3 +0.4%
MA
689
Montag & Associates
Georgia
$149K +$137K +768 New
ST
690
Smithfield Trust
Pennsylvania
$148K -$124K -695 -48%
HBT
691
Hills Bank & Trust
Iowa
$148K
Carson Wealth (CWM LLC)
692
Carson Wealth (CWM LLC)
Nebraska
$144K
BAM
693
Barrett Asset Management
New York
$142K
FWM
694
Focused Wealth Management
New York
$136K -$58.2K -325 -32%
VFA
695
Valeo Financial Advisors
Indiana
$136K -$3.22K -18 -3%
ACM
696
AUA Capital Management
Pennsylvania
$130K
MAM
697
Meeder Asset Management
Ohio
$125K -$805K -4,500 -88%
CCM
698
Covington Capital Management
California
$120K
DWA
699
Dougherty Wealth Advisers
Minnesota
$117K
BAM
700
Belpointe Asset Management
Nevada
$114K +$105K +585 New

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.