We are live on ! Find out more
AMP icon

Ameriprise Financial

705 hedge funds and large institutions have $10.7B invested in Ameriprise Financial in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 234 increasing their positions, 288 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 83.62%84.82% (+1.2%)

15% less funds holding

Funds holding: 827705 (-122)

19% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 288

29% less call options, than puts

Call options by funds: $22M | Put options by funds: $30.9M

39% less capital invested

Capital invested by funds: $17.6B → $10.7B (-$6.92B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

67% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 170

Holders
705
Holders Change
-122
Holders Change %
-14.75%
% of All Funds
15.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
56
Increased
234
Reduced
288
Closed
170
Calls
$22M
Puts
$30.9M
Net Calls
-$8.88M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
301
Dai-ichi Life Insurance Company
Japan
$1.01M -$52.5K -354 -3%
FB
302
Fulton Bank
Pennsylvania
$1M +$31.3K +211 +2%
TAF
303
Tredje AP-fonden
Sweden
$978K +$233K +1,572 +20%
PCM
304
Penserra Capital Management
California
$964K -$243K -1,641 -18%
SAM
305
Shell Asset Management
Netherlands
$964K -$88.9K -600 -6%
PSUF
306
People's United Financial
Connecticut
$964K +$132K +889 +10%
BIM
307
Bridges Investment Management
Nebraska
$953K -$3.66M -24,717 -73%
AAMU
308
AEGON Asset Management (UK)
United Kingdom
$937K -$476K -3,213 -26%
P
309
Pitcairn
Pennsylvania
$919K -$523K -3,532 -28%
CCM
310
Community Capital Management
Florida
$903K +$370K +2,500 +40%
CFB
311
Cullen/Frost Bankers
Texas
$894K -$53.5K -361 -4%
Janney Montgomery Scott
312
Janney Montgomery Scott
Pennsylvania
$891K +$501K +3,379 +64%
FHB
313
First Hawaiian Bank
Hawaii
$890K -$132K -890 -9%
KRS
314
Kentucky Retirement Systems
Kentucky
$887K +$316K +2,135 +33%
TC
315
Telemus Capital
Michigan
$871K +$593K +4,004 +181%
MIA
316
MainStreet Investment Advisors
Illinois
$855K +$117K +790 +10%
DC
317
Davenport & Co
Virginia
$854K -$8.3K -56 -0.7%
VCA
318
Verdence Capital Advisors
Maryland
$842K +$1.22M +8,214 New
BCMO
319
Buckingham Capital Management (Ohio)
Ohio
$832K -$261K -1,762 -18%
COPPSERS
320
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$829K -$9.63K -65 -0.8%
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$824K -$1.43M -9,668 -55%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$818K -$348K -2,350 -23%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$805K +$58.2K +393 +5%
BCM
324
Bayesian Capital Management
New York
$802K +$874K +5,900 +306%
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$796K +$46.8K +316 +4%

AMP Hedge Fund Activity: Q1 2020 in Review

705 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2020, worth a combined $10.7B — down 39% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of AMP and 56 opened new positions — a net loss of 114 holders — while 288 trimmed existing stakes and 234 added.

The largest buyer was UBS AM, adding an estimated $63.7M. The largest seller was Goldman Sachs, cutting an estimated $79.5M.

  • 705 institutional investors held Ameriprise Financial (AMP) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $10.7B of Ameriprise Financial stock for Q1 2020, down 39% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q1 2020 and 170 closed out, a net change of -114 holders.
  • The largest Ameriprise Financial buyer in Q1 2020 was UBS AM, an estimated $63.7M added.
  • The largest Ameriprise Financial seller in Q1 2020 was Goldman Sachs, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2020.