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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
Squarepoint
801
Squarepoint
New York
-$244K -1,625 Closed
SI
802
Stephens Inc
Arkansas
-$239K -1,595 Closed
TCM
803
Tuttle Capital Management
Connecticut
-$213K -1,418 Closed
CIAS
804
Capital Investment Advisory Services
North Carolina
-$203K -1,352 Closed
RIM
805
Rampart Investment Management
Connecticut
-$142K -946 Closed
PA
806
Procyon Advisors
Connecticut
-$129K -862 Closed
KPW
807
Kore Private Wealth
New York
-$119K -794 Closed
ClearBridge Investments
808
ClearBridge Investments
New York
-$106K -704 Closed
Loomis, Sayles & Company
809
Loomis, Sayles & Company
Massachusetts
-$101K -673 Closed
OPS
810
Orion Portfolio Solutions
Nebraska
-$98K -655 Closed
C
811
Cerebellum
California
-$58K -345 Closed
BL
812
Balentine LLC
Georgia
-$44K -295 Closed
FWM
813
Filbrandt Wealth Management
Wisconsin
-$40K -265 Closed
OCM
814
Ovata Capital Management
Hong Kong
-$36K -241 Closed
CCA
815
Column Capital Advisors
Indiana
-$32K -219 Closed
EWM
816
Edge Wealth Management
New York
-$15K -100 Closed
FANJ
817
Financial Architects (New Jersey)
New Jersey
-$12K -82 Closed
JPLA
818
Joseph P. Lucia & Associates
New York
-$11K -75 Closed
FRA
819
Front Row Advisors
California
-$10K -65 Closed
NG
820
NWK Group
California
-$8K -50 Closed
RFA
821
Reilly Financial Advisors
California
-$6K -40 Closed
CWM
822
Campbell Wealth Management
Virginia
-$5K -30 Closed
FWM
823
FSA Wealth Management
Massachusetts
-$5K -30 Closed
EWP
824
Engrave Wealth Partners
Texas
-$2K -18 Closed
WAMC
825
Western Asset Management Company
California
-$3K -18 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.