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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
SFSIG
776
San Francisco Sentry Investment Group
California
$10K
TCM
777
Tradewinds Capital Management
Washington
$10K
IIA
778
ICW Investment Advisors
Arizona
$10K +$9.3K +60 New
WAS
779
Winch Advisory Services
Wisconsin
$9K +$155 +1 +2%
SIC
780
Samalin Investment Counsel
New York
$9K +$8.52K +55 New
NG
781
NWK Group
California
$8K +$7.75K +50 New
VCM
782
Versant Capital Management
Arizona
$7K
JWA
783
JFS Wealth Advisors
Pennsylvania
$7K +$3.87K +25 +167%
TT
784
TI-Trust
Illinois
$7K +$6.2K +40 New
PA
785
PSI Advisors
Florida
$7K +$6.82K +44 New
IFAM
786
Institutional & Family Asset Management
Colorado
$6K
MRCM
787
M&R Capital Management
New Jersey
$6K
SWA
788
Sutton Wealth Advisors
Florida
$5.83K
AAP
789
Arax Advisory Partners
Colorado
$5K
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$5K
Fidelity International
791
Fidelity International
Bermuda
$5K +$310 +2 +7%
GWS
792
Glassman Wealth Services
Virginia
$5K +$465 +3 +12%
EWM
793
Endurance Wealth Management
Rhode Island
$5K +$4.34K +28 New
FWM
794
FSA Wealth Management
Massachusetts
$5K +$4.65K +30 New
HWM
795
Howard Wealth Management
Connecticut
$5K +$5.42K +35 New
CAM
796
ClariVest Asset Management
California
$4K -$388K -2,502 -99%
NC
797
NewSquare Capital
Pennsylvania
$4K
TFO
798
Tarbox Family Office
California
$4K
HR
799
Howe & Rusling
New York
$4K +$1.08K +7 +39%
EWA
800
Evolution Wealth Advisors
Florida
$4K +$1.55K +10 +59%

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.