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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
IFAM
826
Institutional & Family Asset Management
Colorado
$4K
LWCFA
827
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
SWM
828
Sugarloaf Wealth Management
Georgia
$4K
FGAM
829
Financial Gravity Asset Management
Texas
$4K +$3.22K +18 New
MIM
830
Merrion Investment Management
New Jersey
$4K +$3.94K +22 New
VCM
831
Versant Capital Management
Arizona
$3K -$716 -4 -18%
CFD
832
Creative Financial Designs
Indiana
$3K
EWA
833
Evolution Wealth Advisors
Florida
$3K
FMP
834
Financial Management Professionals
Texas
$3K
MF
835
Manchester Financial
California
$3K
SSWG
836
Seven Springs Wealth Group
Tennessee
$3K +$2.33K +13 New
SWP
837
ShoreHaven Wealth Partners
New Jersey
$3K +$2.33K +13 New
MLFP
838
MPS Loria Financial Planners
Illinois
$3K +$2.86K +16 New
AIM
839
Anchor Investment Management
South Carolina
$2.33K
SFSIG
840
San Francisco Sentry Investment Group
California
$2K -$5.01K -28 -74%
CWC
841
Carolinas Wealth Consulting
North Carolina
$2K
Kayne Anderson Rudnick Investment Management
842
Kayne Anderson Rudnick Investment Management
California
$2K
SFP
843
Sterling Financial Planning
New Jersey
$2K +$1.79K +10 New
CFGS
844
Concourse Financial Group Securities
Alabama
$2K +$2.15K +12 New
TFM
845
TFC Financial Management
Massachusetts
$1K
CWP
846
Concord Wealth Partners
Virginia
$1K +$716 +4 New
TFA
847
Transamerica Financial Advisors
Florida
$1K +$716 +4 New
AFS
848
Annapolis Financial Services
Maryland
$1K +$1.25K +7 New
WIM
849
Westside Investment Management
California
$19
MP
850
Mangrove Partners
Connecticut
-$14.9M -96,615 Closed

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.