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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
Group One Trading
726
Group One Trading
Illinois
$62K
ZB
727
Zions Bancorporation
Utah
$61K -$1.25K -7 -2%
FF
728
FourThought Financial
Florida
$61K +$56.7K +317 New
CA
729
Crewe Advisors
Utah
$59K -$3.22K -18 -6%
TWM
730
Tradition Wealth Management
Minnesota
$59K +$54.2K +303 New
PA
731
Perennial Advisors
New York
$58K +$53.7K +300 New
LWANC
732
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K
RA
733
Reby Advisors
Connecticut
$53K +$48.9K +273 New
KTC
734
Kistler-Tiffany Companies
Pennsylvania
$52K
CBT
735
Central Bank & Trust
Kentucky
$51K
SL
736
Savior LLC
Massachusetts
$51K
GCM
737
Gables Capital Management
Florida
$49K
ME
738
McIlrath & Eck
Washington
$49K
PCM
739
Penserra Capital Management
California
$49K +$8.95K +50 +25%
BC
740
Bartlett & Co
Ohio
$48K +$895 +5 +2%
MCM
741
McMillion Capital Management
North Carolina
$48K +$44K +246 New
BCWM
742
Bartlett & Co Wealth Management
Ohio
$47.8K +$895 +5 +2%
GLLW
743
Graves Light Lenhart Wealth
Virginia
$47K +$43.7K +244 New
VCG
744
Vantage Consulting Group
Virginia
$45K +$41.9K +234 New
OIA
745
Optimum Investment Advisors
Illinois
$40K -$19.7K -110 -35%
TPWA
746
TRUE Private Wealth Advisors
Oregon
$40K
AF
747
Advisornet Financial
Minnesota
$39K -$1.07K -6 -3%
FFC
748
First Financial Corp
Indiana
$39K
FMTCOCP
749
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
HFS
750
Hantz Financial Services
Michigan
$38K

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.