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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B -$241M -1,566,291 -10%
BlackRock
2
BlackRock
New York
$1.38B -$9.89M -64,215 -0.7%
State Street
3
State Street
Massachusetts
$839M -$21.7M -140,951 -3%
Aristotle Capital Management
4
Aristotle Capital Management
California
$751M +$14.1M +91,478 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$673M +$58.8M +382,007 +9%
LSV Asset Management
6
LSV Asset Management
Illinois
$409M -$15.5M -100,793 -4%
American Century Companies
7
American Century Companies
Missouri
$358M +$37.1M +240,914 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$354M -$2.1M -13,645 -0.6%
UBS Group
9
UBS Group
Switzerland
$341M -$3.78M -24,518 -1%
UBS AM
10
UBS AM
Illinois
$312M -$52.6M -341,674 -14%
Boston Partners
11
Boston Partners
Massachusetts
$297M -$2.51M -16,305 -0.8%
LAM
12
Lyrical Asset Management
New York
$287M -$7.02M -45,563 -2%
Charles Schwab
13
Charles Schwab
California
$257M +$6.52M +42,311 +3%
Northern Trust
14
Northern Trust
Illinois
$252M +$10.2M +66,547 +4%
Norges Bank
15
Norges Bank
Norway
$217M -$3.68M -23,920 -2%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$208M +$653K +4,237 +0.3%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$203M -$9.94M -64,572 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$201M +$45.2M +293,701 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$201M +$17.6M +114,529 +10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$172M +$9.29M +60,333 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$171M -$11.5M -74,575 -6%
Brown Advisory
22
Brown Advisory
Maryland
$158M -$1.89M -12,295 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$139M -$6.45M -41,869 -4%
PPA
24
Parametric Portfolio Associates
Washington
$138M -$575K -3,731 -0.4%
Prudential Financial
25
Prudential Financial
New Jersey
$137M -$17M -110,575 -11%

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.