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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
SGA
326
Strategic Global Advisors
California
$1.98M
PS
327
Pensionfund Sabic
Netherlands
$1.97M +$212K +1,300 +11%
HCM
328
Hengehold Capital Management
Ohio
$1.94M +$28.5K +175 +1%
COPPSERS
329
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M -$22.5K -138 -1%
Neuberger Berman Group
330
Neuberger Berman Group
New York
$1.93M +$240K +1,470 +13%
ACP
331
Ashfield Capital Partners
California
$1.93M -$40.3K -247 -2%
PSUF
332
People's United Financial
Connecticut
$1.9M -$102K -626 -5%
CK
333
Cohen Klingenstein
New York
$1.89M
OI
334
Oakbrook Investments
Illinois
$1.89M +$57.9K +355 +3%
Fiera Capital (Canada)
335
Fiera Capital (Canada)
Quebec, Canada
$1.86M +$13.9K +85 +0.7%
CIP
336
Convergence Investment Partners
Florida
$1.86M -$263K -1,615 -11%
Cerity Partners
337
Cerity Partners
New York
$1.84M +$43.9K +269 +2%
GIP
338
Greatmark Investment Partners
Georgia
$1.84M -$71.8K -440 -3%
KTA
339
Keeley-Teton Advisors
Illinois
$1.83M -$286K -1,751 -12%
EI
340
EDMP Inc
Florida
$1.82M
EP
341
Edgestream Partners
New Jersey
$1.81M +$2M +12,246 New
CG
342
Colony Group
Massachusetts
$1.79M -$40.1K -246 -2%
RFC
343
Regions Financial Corp
Alabama
$1.78M -$122K -747 -6%
JIR
344
James Investment Research
Ohio
$1.75M +$196K +1,200 +11%
CIM
345
Cambria Investment Management
California
$1.71M +$48.9K +300 +3%
BCMO
346
Buckingham Capital Management (Ohio)
Ohio
$1.69M -$59.5K -365 -3%
FEG
347
Fund Evaluation Group
Ohio
$1.66M
SM
348
Sciencast Management
New Jersey
$1.65M +$1.09M +6,665 +139%
CFB
349
Cullen/Frost Bankers
Texas
$1.62M -$4.89K -30 -0.3%
LCM
350
Leisure Capital Management
California
$1.62M -$490K -3,006 -22%

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.