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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
B
301
BP
United Kingdom
$2.52M -$489K -3,000 -15%
HCMT
302
Highland Capital Management (Tennessee)
Tennessee
$2.51M -$151K -925 -5%
LAM
303
Lingohr Asset Management
Germany
$2.5M
Skandinaviska Enskilda Banken (SEB)
304
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.49M -$1.27M -7,756 -32%
SPIA
305
Steward Partners Investment Advisory
New York
$2.47M +$5.55K +34 +0.2%
SAM
306
Strategy Asset Managers
California
$2.41M +$2.66M +16,300 New
CCM
307
Coldstream Capital Management
Washington
$2.38M -$541K -3,315 -17%
EMG
308
ETF Managers Group
New Jersey
$2.3M +$759K +4,650 +40%
CT
309
Chicago Trust
Illinois
$2.27M +$109K +668 +5%
Treasurer of the State of North Carolina
310
Treasurer of the State of North Carolina
North Carolina
$2.26M +$2.49M +15,251 New
SAM
311
Sompo Asset Management
Japan
$2.22M
IG
312
ING Group
Netherlands
$2.21M +$145K +887 +6%
SAM
313
Securian Asset Management
Minnesota
$2.21M -$36.9K -226 -1%
DTL
314
Dynamic Technology Lab
Singapore
$2.19M +$1.52M +9,338 +170%
AIA
315
Affinity Investment Advisors
California
$2.17M +$2.39M +14,680 New
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$2.17M +$146K +898 +7%
RJT
317
Raymond James Trust
Florida
$2.16M +$105K +644 +5%
CGH
318
Crossmark Global Holdings
Texas
$2.13M -$73.4K -450 -3%
GCP
319
GSA Capital Partners
United Kingdom
$2.13M +$2.35M +14,385 New
GIM
320
Goelzer Investment Management
Indiana
$2.12M -$81.2K -498 -3%
FCBT
321
First Citizens Bank & Trust
North Carolina
$2.09M +$557K +3,414 +32%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$2.09M -$48.9K -300 -2%
LTI
323
Laffer Tengler Investments
Tennessee
$2.09M -$44.2K -271 -2%
WBC
324
Westpac Banking Corp
Australia
$2.03M -$586K -3,593 -21%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$1.99M -$129K -791 -6%

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.