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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
FWCM
101
Ferguson Wellman Capital Management
Oregon
$20.6M +$5.82M +32,500 +44%
FP
102
Foundry Partners
Minnesota
$20.5M -$2.23M -12,447 -11%
Macquarie Group
103
Macquarie Group
Australia
$19.5M -$325K -1,815 -2%
RJA
104
Raymond James & Associates
Florida
$19.1M +$4.12K +23 +0%
ERSOT
105
Employees Retirement System of Texas
Texas
$19M
RJFSA
106
Raymond James Financial Services Advisors
Florida
$18.4M +$300K +1,678 +2%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$18M -$42.6K -238 -0.3%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$17.5M +$1.99M +11,108 +14%
Federated Hermes
109
Federated Hermes
Pennsylvania
$17.4M -$943K -5,271 -6%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$16.7M +$6.4M +35,773 +71%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$16.6M -$754K -4,211 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.5M +$15.1M +84,224 +12,627%
Truist Financial
113
Truist Financial
North Carolina
$16.1M +$2.29M +12,801 +18%
SIA
114
Sit Investment Associates
Minnesota
$15.8M -$2.54M -14,191 -15%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$15.5M -$15.7M -87,983 -52%
SCM
116
SKBA Capital Management
California
$15.5M
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$14.8M -$797K -4,455 -6%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$14.4M -$2.37M -13,261 -15%
ZIM
119
Zacks Investment Management
Illinois
$14.4M -$4.83M -26,980 -27%
FHA
120
First Horizon Advisors
Tennessee
$14.3M -$120K -671 -0.9%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$14.2M -$4.55M -25,443 -26%
US Bancorp
122
US Bancorp
Minnesota
$14.2M +$1.37M +7,631 +12%
PCM
123
Prana Capital Management
Connecticut
$14.1M +$13M +72,701 New
Franklin Resources
124
Franklin Resources
California
$13.2M +$507K +2,835 +4%
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$13.2M -$258K -1,443 -2%

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.