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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
WCG
701
Weaver Consulting Group
California
$14K
OC
702
Oakworth Capital
Alabama
$13K
AWA
703
Arkadios Wealth Advisors
Georgia
$12.1K -$385 -3 -4%
FANJ
704
Financial Architects (New Jersey)
New Jersey
$12K -$1.41K -11 -12%
EARNEST Partners
705
EARNEST Partners
Georgia
$12K
CAC
706
Certified Advisory Corp
Florida
$11K -$2.18K -17 -18%
JPLA
707
Joseph P. Lucia & Associates
New York
$11K
SLF
708
Sun Life Financial
Ontario, Canada
$11K +$256 +2 +3%
FRA
709
Front Row Advisors
California
$10K
RBC
710
Roble Belko & Company
Pennsylvania
$10K
PW
711
Price Wealth
Texas
$10K +$8.72K +68 New
HWM
712
HighMark Wealth Management
Minnesota
$9K
TCM
713
Tradewinds Capital Management
Washington
$9K
RIM
714
Rockbridge Investment Management
New York
$9K +$7.82K +61 New
CHC
715
City Holding Co
West Virginia
$8K
NG
716
NWK Group
California
$8K
PWMG
717
Prestige Wealth Management Group
New Jersey
$7K
LWM
718
Liberty Wealth Management
California
$7K +$2.44K +19 +63%
FPFS
719
First Personal Financial Services
North Carolina
$6K +$5.13K +40 New
RFA
720
Reilly Financial Advisors
California
$6K +$5.13K +40 New
SWA
721
Sutton Wealth Advisors
Florida
$5.7K
SFSIG
722
San Francisco Sentry Investment Group
California
$5K -$2.31K -18 -33%
GWS
723
Glassman Wealth Services
Virginia
$5K -$1.03K -8 -20%
FWM
724
FSA Wealth Management
Massachusetts
$5K
MRCM
725
M&R Capital Management
New Jersey
$5K

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.