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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
KFS
726
Kelly Financial Services
Massachusetts
$31.3K
TIM
727
Tortoise Investment Management
New York
$31K
EP
728
Eudaimonia Partners
Tennessee
$31K +$29.3K +189 New
GWMIA
729
Global Wealth Management Investment Advisory
Florida
$30K -$2.01K -13 -7%
WPA
730
West Paces Advisors
Georgia
$30K
QCMC
731
Quantum Capital Management (California)
California
$29K -$15.3K -99 -36%
LWA
732
Lenox Wealth Advisors
New York
$29K
BCA
733
Berman Capital Advisors
Georgia
$28K -$310 -2 -1%
BFEC
734
Benjamin F. Edwards & Company
Missouri
$28K
LWA
735
Lowe Wealth Advisors
Maryland
$28K
WEC
736
Winslow Evans & Crocker
Massachusetts
$28K
ADL
737
Asset Dedication LLC
California
$26K -$2.48K -16 -9%
FMB
738
Field & Main Bank
Kentucky
$25K
SCM
739
Silvant Capital Management
Georgia
$25K
GDP
740
Great Diamond Partners
Maine
$25K +$23.9K +154 New
APW
741
Acima Private Wealth
Virginia
$24K
POIA
742
Pin Oak Investment Advisors
Texas
$24K
RMAM
743
Raab & Moskowitz Asset Management
New Jersey
$23K +$22K +142 New
FP
744
Financial Perspectives
Minnesota
$22.6K +$21.1K +136 New
JFA
745
JNBA Financial Advisors
Minnesota
$21K
SAM
746
S.A. Mason
Michigan
$21K +$19.5K +126 New
BC
747
Barnett & Company
Tennessee
$21K +$19.7K +127 New
CCA
748
Column Capital Advisors
Indiana
$21K +$19.8K +128 New
HI
749
Hudock Inc
Pennsylvania
$20K
VCP
750
Verus Capital Partners
Arizona
$19K +$17.7K +114 New

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.