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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
FMTCOCP
701
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
EI
702
Ellevest Inc
New York
$46K +$37K +239 +646%
BB
703
Busey Bank
Illinois
$46K +$42.6K +275 New
CA
704
Crewe Advisors
Utah
$45K
KTC
705
Kistler-Tiffany Companies
Pennsylvania
$45K
AIM
706
AIA Investment Management
Singapore
$44K
TAIM
707
TD Ameritrade Investment Management
Nebraska
$44K +$1.4K +9 +4%
SL
708
Savior LLC
Massachusetts
$44K +$41.1K +265 New
CBT
709
Central Bank & Trust
Kentucky
$43K
GCM
710
Gables Capital Management
Florida
$42K
ME
711
McIlrath & Eck
Washington
$42K
MCM
712
McMillion Capital Management
North Carolina
$41K
SGAM
713
Smith Group Asset Management
Texas
$41K +$2.32K +15 +7%
BL
714
Balentine LLC
Georgia
$40K +$465 +3 +1%
ACM
715
Anfield Capital Management
California
$40K +$34.9K +225 New
HIA
716
Harbor Investment Advisory
Maryland
$40K +$37.2K +240 New
SFS
717
Sowell Financial Services
Arkansas
$39K -$15.7K -101 -30%
TSW
718
Thompson Siegel & Walmsley
Virginia
$39K
BWM
719
BerganKDV Wealth Management
Minnesota
$38K +$2.63K +17 +8%
BBA
720
Braun-Bostich & Associates
Pennsylvania
$38K +$34.9K +225 New
MCM
721
MV Capital Management
Maryland
$36K -$2.48K -16 -7%
SCA
722
Stonebridge Capital Advisors
Minnesota
$35K +$32.4K +209 New
NFG
723
Next Financial Group
Texas
$34K -$5.42K -35 -15%
FFC
724
First Financial Corp
Indiana
$33K
FIB
725
First Interstate Bank
Montana
$33K +$27.9K +180 +900%

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.