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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
CAM
751
ClariVest Asset Management
California
$3K
FMP
752
Financial Management Professionals
Texas
$3K
IFAM
753
Institutional & Family Asset Management
Colorado
$3K
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
SWM
755
Sugarloaf Wealth Management
Georgia
$3K
VCM
756
Versant Capital Management
Arizona
$3K
CFD
757
Creative Financial Designs
Indiana
$2K
EWA
758
Evolution Wealth Advisors
Florida
$2K
Kayne Anderson Rudnick Investment Management
759
Kayne Anderson Rudnick Investment Management
California
$2K
MF
760
Manchester Financial
California
$2K
CWC
761
Carolinas Wealth Consulting
North Carolina
$2K +$1.69K +11 New
TWP
762
TFO Wealth Partners
Ohio
$2K +$2.31K +15 New
AIM
763
Anchor Investment Management
South Carolina
$1.85K
IRC
764
Investors Research Corp
Georgia
$1K
NSB
765
Norway Savings Bank
Maine
$1K
TFM
766
TFC Financial Management
Massachusetts
$1K +$924 +6 New
BCM
767
Bourgeon Capital Management
Connecticut
$1K +$1.23K +8 New
UFF
768
USA Financial Formulas
Michigan
$1K +$1.23K +8 New
FCA
769
FinTrust Capital Advisors
South Carolina
$64 +$29.1K +189 +84%
WIM
770
Westside Investment Management
California
$15
Arrowstreet Capital
771
Arrowstreet Capital
Massachusetts
-$30M -200,137 Closed
D.E. Shaw & Co
772
D.E. Shaw & Co
New York
-$10.2M -67,976 Closed
TI
773
Trexquant Investment
Connecticut
-$3.93M -26,169 Closed
LP
774
LMR Partners
United Kingdom
-$2.31M -15,396 Closed
Twin Tree Management
775
Twin Tree Management
Texas
-$2M -12,955 Closed

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.