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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
WPA
701
West Paces Advisors
Georgia
$21.9K
Millennium Management
702
Millennium Management
New York
$21.6K -$14.9M -96,838 -41%
MCM
703
MV Capital Management
Maryland
$21K
FP
704
Financial Perspectives
Minnesota
$21K
HI
705
Hudock Inc
Pennsylvania
$18K
PP
706
PrairieView Partners
Minnesota
$18K
CI
707
CX Institutional
Indiana
$17K -$12K -78 -42%
JFA
708
JNBA Financial Advisors
Minnesota
$16K +$1.08K +7 +7%
AJ
709
Ashburton (Jersey)
Jersey
$15K
BWL
710
Bogart Wealth LLC
Virginia
$15K
DAM
711
Delta Asset Management
Tennessee
$15K
WCG
712
Weaver Consulting Group
California
$15K
AWA
713
Arkadios Wealth Advisors
Georgia
$13.8K
OC
714
Oakworth Capital
Alabama
$13K
NFG
715
Next Financial Group
Texas
$13K +$13.1K +85 New
APWM
716
Atlas Private Wealth Management
New York
$12K +$12K +78 New
SLF
717
Sun Life Financial
Ontario, Canada
$11K -$616 -4 -5%
RBC
718
Roble Belko & Company
Pennsylvania
$11K
FCH
719
Freestone Capital Holdings
Washington
$10.2K +$10.2K +66 New
PW
720
Price Wealth
Texas
$10K
LWM
721
Liberty Wealth Management
California
$10K +$2.46K +16 +33%
AWM
722
Adams Wealth Management
Utah
$10K +$10K +65 New
EIP
723
Ellis Investment Partners
Pennsylvania
$10K +$10.3K +67 New
FHC
724
First Horizon Corporation
Tennessee
$10K +$10.5K +68 New
HWM
725
HighMark Wealth Management
Minnesota
$9K

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.