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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
LWA
751
Lenox Wealth Advisors
New York
$38K
HIA
752
Harbor Investment Advisory
Maryland
$37K
KFS
753
Kelly Financial Services
Massachusetts
$36.6K +$179 +1 +0.5%
GWMIA
754
Global Wealth Management Investment Advisory
Florida
$35K
NICM
755
Neo Ivy Capital Management
New York
$35K +$32.6K +182 New
RE
756
RBC Europe
United Kingdom
$34.6K
ADL
757
Asset Dedication LLC
California
$34K
NFG
758
Next Financial Group
Texas
$34K +$15.9K +89 +105%
LWA
759
Lowe Wealth Advisors
Maryland
$32K
LWM
760
Liberty Wealth Management
California
$32K +$17K +95 +146%
PB
761
Pinnacle Bancorp
Nebraska
$31K
WEC
762
Winslow Evans & Crocker
Massachusetts
$31K
SCM
763
Silvant Capital Management
Georgia
$30K
CI
764
CX Institutional
Indiana
$30K +$8.41K +47 +43%
BCA
765
Bray Capital Advisors
Florida
$29K
POIA
766
Pin Oak Investment Advisors
Texas
$29K
TIM
767
Tortoise Investment Management
New York
$29K
IA
768
Inspire Advisors
Idaho
$29K +$26.7K +149 New
APW
769
Acima Private Wealth
Virginia
$28K
IAIM
770
International Assets Investment Management
Florida
$28K +$25.6K +143 New
WPA
771
West Paces Advisors
Georgia
$27.6K
MCM
772
MV Capital Management
Maryland
$27K
TFO
773
Tarbox Family Office
California
$27K
FP
774
Financial Perspectives
Minnesota
$26.5K
CIA
775
CSat Investment Advisory
Michigan
$26K -$65.5K -366 -73%

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.