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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
HWM
801
HighMark Wealth Management
Minnesota
$11K
CAAS
802
Capital Asset Advisory Services
Michigan
$11K +$10.6K +59 New
AWM
803
Avior Wealth Management
Nebraska
$11K +$10.7K +60 New
FHC
804
First Horizon Corporation
Tennessee
$10K -$2.33K -13 -19%
TFIPS
805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.72K +$8.95K +50 New
HDIM
806
Hanson & Doremus Investment Management
Vermont
$9K +$7.88K +44 New
SWA
807
Sutton Wealth Advisors
Florida
$8.16K +$716 +4 +11%
TF
808
Tompkins Financial
New York
$8K -$260K -1,450 -97%
FPFS
809
First Personal Financial Services
North Carolina
$8K
WWM
810
Wolff Wiese Magana
California
$8K +$7.16K +40 New
AIG
811
American International Group
New York
$7.28K -$400K -2,237 -6%
EARNEST Partners
812
EARNEST Partners
Georgia
$7K
NSB
813
Norway Savings Bank
Maine
$7K +$5.37K +30 +429%
KFI
814
Key Financial Inc
Pennsylvania
$7K +$6.44K +36 New
GWS
815
Glassman Wealth Services
Virginia
$6K
HR
816
Howe & Rusling
New York
$6K
SNT
817
Security National Trust
West Virginia
$6K
LSA
818
Leonteq Securities AG
Switzerland
$5.83K +$5.37K +30 New
JWA
819
JFS Wealth Advisors
Pennsylvania
$5K
NC
820
NewSquare Capital
Pennsylvania
$5K
WAS
821
Winch Advisory Services
Wisconsin
$5K
CAM
822
ClariVest Asset Management
California
$5K +$1.07K +6 +27%
Jones Financial Companies
823
Jones Financial Companies
Missouri
$5K +$4.47K +25 New
CWM
824
Cedar Wealth Management
California
$5K +$5.01K +28 New
PWMG
825
Prestige Wealth Management Group
New Jersey
$4K -$5.01K -28 -58%

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.