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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
RIM
726
Rockbridge Investment Management
New York
$9K
TCM
727
Tradewinds Capital Management
Washington
$9K
BWM
728
BNC Wealth Management
Oregon
$9K +$9.39K +61 New
CHC
729
City Holding Co
West Virginia
$8K
PWMG
730
Prestige Wealth Management Group
New Jersey
$7K
PFWA
731
Paces Ferry Wealth Advisors
Georgia
$7K +$7.08K +46 New
EARNEST Partners
732
EARNEST Partners
Georgia
$6K -$6.31K -41 -53%
FPFS
733
First Personal Financial Services
North Carolina
$6K
MRCM
734
M&R Capital Management
New Jersey
$6K
SFSIG
735
San Francisco Sentry Investment Group
California
$6K +$308 +2 +6%
PG
736
Proffitt & Goodson
Tennessee
$6K +$6.16K +40 New
SWA
737
Sutton Wealth Advisors
Florida
$5.86K
RA
738
Rational Advisors
New York
$5K -$81.2K -527 -94%
GWS
739
Glassman Wealth Services
Virginia
$5K
HR
740
Howe & Rusling
New York
$5K
SNT
741
Security National Trust
West Virginia
$5K
NIM
742
NuWave Investment Management
New Jersey
$5K +$616 +4 +13%
FFA
743
Founders Financial Alliance
North Carolina
$5K +$5.39K +35 New
JWA
744
JFS Wealth Advisors
Pennsylvania
$4K
NC
745
NewSquare Capital
Pennsylvania
$4K
WAS
746
Winch Advisory Services
Wisconsin
$4K
Fidelity International
747
Fidelity International
Bermuda
$4K +$154 +1 +4%
BWM
748
Baystate Wealth Management
Massachusetts
$4K +$3.85K +25 New
1832 Asset Management
749
1832 Asset Management
Ontario, Canada
$4K +$4K +26 New
APWA
750
Atlas Private Wealth Advisors
New Jersey
$3K

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.