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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
BWL
751
Bogart Wealth LLC
Virginia
$17K
DAM
752
Delta Asset Management
Tennessee
$17K
EWM
753
Edge Wealth Management
New York
$17K
IF
754
Ironwood Financial
Arizona
$17K
RWB
755
RMR Wealth Builders
New Jersey
$17K +$15.5K +100 New
CAC
756
Certified Advisory Corp
Florida
$16K
SIC
757
Salem Investment Counselors
North Carolina
$16K +$14.7K +95 New
LGWM
758
Litman Gregory Wealth Management
California
$16K +$15.3K +99 New
WQ
759
Wealth Quarterback
New Jersey
$15K +$13.9K +90 New
FANJ
760
Financial Architects (New Jersey)
New Jersey
$15K
FRA
761
Front Row Advisors
California
$15K
GSC
762
G&S Capital
Colorado
$15K +$14.4K +93 New
AWA
763
Arkadios Wealth Advisors
Georgia
$15K +$13K +84 New
OC
764
Oakworth Capital
Alabama
$14K
WCG
765
Weaver Consulting Group
California
$14K
TRCT
766
Tower Research Capital (TRC)
New York
$13K -$867K -5,598 -99%
Loomis, Sayles & Company
767
Loomis, Sayles & Company
Massachusetts
$13K -$59.3K -383 -83%
SLF
768
Sun Life Financial
Ontario, Canada
$13K -$4.96K -32 -29%
EARNEST Partners
769
EARNEST Partners
Georgia
$13K
CI
770
CX Institutional
Indiana
$12K -$1.1M -7,103 -99%
RFM
771
Royal Fund Management
Florida
$12K -$2.17K -14 -16%
JPLA
772
Joseph P. Lucia & Associates
New York
$12K
CBT
773
Capital Bank & Trust
California
$11K -$7.28K -47 -42%
RBC
774
Roble Belko & Company
Pennsylvania
$11K
BCI
775
Brinker Capital Investments
Pennsylvania
$10K

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.