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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.67B -$76.1M -425,362 -3%
BlackRock
2
BlackRock
New York
$1.7B -$43.5M -243,271 -3%
State Street
3
State Street
Massachusetts
$1.03B -$26M -145,481 -3%
Aristotle Capital Management
4
Aristotle Capital Management
California
$969M +$20.2M +112,855 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$833M -$33.4M -186,377 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$481M -$31.9M -178,040 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$427M -$17.7M -98,859 -4%
UBS Group
8
UBS Group
Switzerland
$423M -$5.42M -30,261 -1%
UBS AM
9
UBS AM
Illinois
$406M +$11.1M +61,841 +3%
Boston Partners
10
Boston Partners
Massachusetts
$376M +$913K +5,102 +0.3%
LAM
11
Lyrical Asset Management
New York
$363M +$1.63M +9,123 +0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$341M +$81.2M +453,520 +35%
American Century Companies
13
American Century Companies
Missouri
$323M -$118M -661,679 -28%
Northern Trust
14
Northern Trust
Illinois
$312M -$5.99M -33,484 -2%
Charles Schwab
15
Charles Schwab
California
$311M -$12.7M -70,890 -4%
BGC
16
Beutel, Goodman & Co
Ontario, Canada
$269M +$5.96M +33,280 +2%
Norges Bank
17
Norges Bank
Norway
$263M -$10.2M -56,885 -4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$247M -$8.33M -46,514 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$237M -$15M -84,075 -6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$219M +$2.35M +13,103 +1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$198M -$16M -89,177 -8%
Brown Advisory
22
Brown Advisory
Maryland
$187M -$11.8M -65,784 -6%
KBC Group
23
KBC Group
Belgium
$180M +$359K +2,006 +1%
PPA
24
Parametric Portfolio Associates
Washington
$173M -$567K -3,169 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$164M +$829K +4,631 +0.6%

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.