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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
WT
701
Washington Trust
Rhode Island
$108K +$53.3K +298 +115%
SFS
702
Sowell Financial Services
Arkansas
$106K +$60K +335 +157%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$105K +$1.61K +9 +2%
TAIM
704
TD Ameritrade Investment Management
Nebraska
$104K -$3.04K -17 -3%
TSW
705
Thompson Siegel & Walmsley
Virginia
$104K
EC
706
Estate Counselors
Wisconsin
$103K +$362K +2,020 +62%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$98K
HCP
708
Hexagon Capital Partners
Arkansas
$93K
BBHC
709
Brown Brothers Harriman & Co
New York
$89K +$81.1K +453 +15,100%
FPCG
710
Fort Pitt Capital Group
Pennsylvania
$86K +$79.1K +442 New
BWM
711
BerganKDV Wealth Management
Minnesota
$81K +$3.94K +22 +6%
BCA
712
Berman Capital Advisors
Georgia
$80K +$3.58K +20 +5%
FCA
713
FinTrust Capital Advisors
South Carolina
$79K -$1.43K -8 -2%
D
714
Diversified
Delaware
$79K +$91.5K +511 New
HWA
715
HHM Wealth Advisors
Tennessee
$78K
BWA
716
Burt Wealth Advisors
Maryland
$75K
NIM
717
NuWave Investment Management
New Jersey
$75K +$63.4K +354 +1,041%
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$73K
APA
719
American Portfolios Advisors
New York
$70.6K -$21.1K -118 -25%
WB
720
Webster Bank
Connecticut
$70K -$67.5K -377 -51%
M
721
MOTCO
Texas
$68K -$9.84K -55 -14%
CCA
722
Childress Capital Advisors
Texas
$68K +$62.5K +349 New
TWA
723
TCI Wealth Advisors
Arizona
$65K
CBT
724
CoreFirst Bank & Trust
Kansas
$65K +$60.3K +337 New
RMC
725
Resources Management Corp
Connecticut
$64K

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.