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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
JFA
776
JNBA Financial Advisors
Minnesota
$26K +$4.65K +26 +24%
RPWA
777
Regent Peak Wealth Advisors
Georgia
$26K +$24K +134 New
PMFA
778
Plante Moran Financial Advisors
Michigan
$25K -$45.6K -255 -66%
AP
779
Arlington Partners
Alabama
$25K +$23.4K +131 New
SC
780
SouthState Corp
Florida
$23K -$8.95K -50 -29%
HI
781
Hudock Inc
Pennsylvania
$23K
PP
782
PrairieView Partners
Minnesota
$23K
AWA
783
Arkadios Wealth Advisors
Georgia
$23K +$7.16K +40 +49%
LGA
784
Lebenthal Global Advisors
New York
$23K +$21.5K +120 New
EW
785
Evoke Wealth
California
$21K -$67.3K -376 -78%
HFA
786
Hoover Financial Advisors
Pennsylvania
$21K +$17.9K +100 New
AJ
787
Ashburton (Jersey)
Jersey
$19K
BWL
788
Bogart Wealth LLC
Virginia
$19K
DAM
789
Delta Asset Management
Tennessee
$19K
ADIM
790
Alpha DNA Investment Management
Maryland
$19K +$17.9K +100 New
OC
791
Oakworth Capital
Alabama
$17K
JPLA
792
Joseph P. Lucia & Associates
New York
$15K +$13.4K +75 New
SLF
793
Sun Life Financial
Ontario, Canada
$14K -$179 -1 -1%
CL
794
COWA LLC
Oklahoma
$14K +$12.7K +71 New
RBC
795
Roble Belko & Company
Pennsylvania
$13K
FCH
796
Freestone Capital Holdings
Washington
$12.8K
RIM
797
Rockbridge Investment Management
New York
$12K
TCM
798
Tradewinds Capital Management
Washington
$12K
PFO
799
Pathstone Family Office
New Jersey
$12K +$10.9K +61 New
CHC
800
City Holding Co
West Virginia
$11K

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.