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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
SNT
726
Security National Trust
West Virginia
$5K
HR
727
Howe & Rusling
New York
$5K +$897 +7 +27%
CWM
728
Campbell Wealth Management
Virginia
$5K +$3.85K +30 New
NIM
729
NuWave Investment Management
New Jersey
$5K +$3.85K +30 New
Fidelity International
730
Fidelity International
Bermuda
$4K
JWA
731
JFS Wealth Advisors
Pennsylvania
$4K
NC
732
NewSquare Capital
Pennsylvania
$4K
WAS
733
Winch Advisory Services
Wisconsin
$4K
CFGS
734
Concourse Financial Group Securities
Alabama
$3K -$108K -841 -98%
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$71.2K -555 -97%
IFAM
736
Institutional & Family Asset Management
Colorado
$3K -$1.92K -15 -43%
CAM
737
ClariVest Asset Management
California
$3K
SWM
738
Sugarloaf Wealth Management
Georgia
$3K
VCM
739
Versant Capital Management
Arizona
$3K
FMP
740
Financial Management Professionals
Texas
$3K +$2.18K +17 New
APWA
741
Atlas Private Wealth Advisors
New Jersey
$3K +$2.31K +18 New
WAMC
742
Western Asset Management Company
California
$3K +$2.31K +18 New
WT
743
Washington Trust
Rhode Island
$3K +$2.56K +20 New
EWP
744
Engrave Wealth Partners
Texas
$2K
IWP
745
IAG Wealth Partners
Wisconsin
$2K
Kayne Anderson Rudnick Investment Management
746
Kayne Anderson Rudnick Investment Management
California
$2K
MF
747
Manchester Financial
California
$2K
CFD
748
Creative Financial Designs
Indiana
$2K +$1.79K +14 New
EWA
749
Evolution Wealth Advisors
Florida
$2K +$1.92K +15 New
AIM
750
Anchor Investment Management
South Carolina
$1.8K

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.