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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
ASN
326
Advisory Services Network
Georgia
$789K +$44.2K +298 +4%
CIP
327
Convergence Investment Partners
Florida
$781K -$1.08M -7,261 -49%
WAM
328
World Asset Management
Michigan
$765K -$417K -2,814 -27%
MCC
329
Malaga Cove Capital
California
$764K -$33.5K -226 -3%
SIM
330
Sentry Investment Management
Wisconsin
$762K -$148K -999 -12%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$757K -$691K -4,662 -39%
FNBT
332
FineMark National Bank & Trust
Florida
$753K -$47K -317 -4%
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$750K +$67.4K +455 +7%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$744K -$147K -990 -12%
MERSOM
335
Municipal Employees' Retirement System of Michigan
Michigan
$741K
OC
336
Oppenheimer & Co
New York
$736K -$21.8K -147 -2%
Creative Planning
337
Creative Planning
Kansas
$732K +$30.4K +205 +3%
LAM
338
L2 Asset Management
Massachusetts
$719K -$302K -2,035 -22%
Massachusetts Financial Services
339
Massachusetts Financial Services
Massachusetts
$711K +$125K +841 +14%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$707K +$609K +4,111 +147%
ETC
341
Exchange Traded Concepts
Oklahoma
$705K -$11M -74,242 -92%
MBT
342
Montecito Bank & Trust
California
$703K +$421K +2,844 +71%
SFFS
343
Stonehage Fleming Financial Services
Jersey
$684K +$49.9K +337 +6%
SM
344
Sciencast Management
New Jersey
$679K +$1.11M +7,500 New
PAM
345
Paradigm Asset Management
New York
$677K
NMIMC
346
Northwestern Mutual Investment Management Company
Wisconsin
$676K +$248K +1,672 +34%
ECM
347
ExodusPoint Capital Management
New York
$671K -$175K -1,180 -15%
LCM
348
Leisure Capital Management
California
$668K +$167K +1,125 +21%
APF
349
Alaska Permanent Fund
Alaska
$664K +$960K +6,480 New
SGA
350
Strategic Global Advisors
California
$662K -$150K -1,014 -14%

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.