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Ameriprise Financial

809 hedge funds and large institutions have $18.6B invested in Ameriprise Financial in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 268 increasing their positions, 302 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $473M | Put options by funds: $32M

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.04% more ownership

Funds ownership: 85.99%86.03% (+0.04%)

1% less funds holding

Funds holding: 817809 (-8)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 302

14% less capital invested

Capital invested by funds: $21.5B → $18.6B (-$2.91B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
809
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
18.54%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
71
Increased
268
Reduced
302
Closed
67
Calls
$473M
Puts
$32M
Net Calls
+$441M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
276
American Assets Investment Management
California
$3.05M
AWP
277
Ascent Wealth Partners
New York
$3.02M +$15.7K +96 +0.5%
FTIOP
278
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.02M -$9.3K -57 -0.3%
MSA
279
Mason Street Advisors
Wisconsin
$3.02M -$36.2K -222 -1%
MCM
280
Maltese Capital Management
New York
$2.96M +$114K +700 +4%
CBB
281
Citizens Business Bank
California
$2.94M -$109K -667 -3%
TAF
282
Tredje AP-fonden
Sweden
$2.9M -$68.5K -420 -2%
BTNA
283
Bremer Trust National Association
Minnesota
$2.88M -$101K -621 -3%
HAI
284
Hennessy Advisors Inc
California
$2.87M +$457K +2,800 +17%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$2.85M +$1.48M +9,094 +89%
CWM
286
CIBC World Markets
New York
$2.81M -$1.78M -10,898 -36%
HighTower Advisors
287
HighTower Advisors
Illinois
$2.74M +$400K +2,453 +15%
LIM
288
Loudon Investment Management
New Hampshire
$2.74M -$448K -2,745 -13%
PDN
289
Pensionfund DSM Netherlands
Netherlands
$2.74M -$897K -5,500 -23%
P
290
Pitcairn
Pennsylvania
$2.73M +$512K +3,138 +20%
AI
291
Atria Investments
North Carolina
$2.71M +$291K +1,786 +11%
LS
292
Livforsakringsbolaget Skandia
Sweden
$2.65M +$81.6K +500 +3%
Massachusetts Financial Services
293
Massachusetts Financial Services
Massachusetts
$2.65M +$71K +435 +2%
SIA
294
Sit Investment Associates
Minnesota
$2.64M -$104K -640 -3%
CBN
295
Cadence Bank NA
Texas
$2.64M +$138K +846 +5%
GI
296
GS Investments
Minnesota
$2.63M -$34.3K -210 -1%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M -$543K -3,329 -16%
DnB Asset Management
298
DnB Asset Management
Norway
$2.6M +$212K +1,300 +8%
VF
299
Virtu Financial
New York
$2.58M +$2.21M +13,536 +345%
UR
300
USCA RIA
Texas
$2.55M +$2.81M +17,215 New

AMP Hedge Fund Activity: Q1 2018 in Review

809 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2018, worth a combined $18.6B — down 14% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AMP positions and 67 closed out — a net gain of 4 holders — while 268 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $377M.

  • 809 institutional investors held Ameriprise Financial (AMP) as of Q1 2018, down from 817 in Q4 2017.
  • Funds reported $18.6B of Ameriprise Financial stock for Q1 2018, down 14% quarter-over-quarter.
  • 71 funds opened new Ameriprise Financial positions in Q1 2018 and 67 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2018 was Fidelity Investments, an estimated $133M added.
  • The largest Ameriprise Financial seller in Q1 2018 was T. Rowe Price Associates, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.