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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
SO
351
STRS Ohio
Ohio
$662K +$112K +759 +13%
SG Americas Securities
352
SG Americas Securities
New York
$660K -$492K -3,322 -34%
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$639K -$7.26K -49 -0.7%
MAFM
354
Mid Atlantic Financial Management
Pennsylvania
$625K +$9.19K +62 +1%
VanEck Associates
355
VanEck Associates
New York
$622K +$82.1K +554 +10%
ACP
356
Aviance Capital Partners
Florida
$615K
CEP
357
Chicago Equity Partners
Illinois
$609K -$190K -1,285 -18%
PFM
358
Patton Fund Management
Texas
$609K +$881K +5,943 New
WJWM
359
Williams Jones Wealth Management
New York
$607K +$13.3K +90 +2%
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$607K +$878K +5,925 New
ECM
361
ETrade Capital Management
Virginia
$604K +$1.63K +11 +0.2%
Daiwa Securities Group
362
Daiwa Securities Group
Japan
$594K
HF
363
HRT Financial
New York
$591K -$2.47M -16,667 -74%
FT
364
Fiduciary Trust
Massachusetts
$578K +$267K +1,800 +47%
RC
365
RegentAtlantic Capital
New Jersey
$575K +$11.4K +77 +1%
CIM
366
Cambria Investment Management
California
$571K -$197K -1,331 -19%
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$567K +$90.8K +613 +12%
OAM
368
Oppenheimer Asset Management
New York
$565K +$28.2K +190 +4%
AWM
369
Altium Wealth Management
New York
$560K +$132K +894 +20%
MC
370
Miles Capital
Iowa
$558K +$247K +1,667 +44%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$553K -$88.9K -600 -10%
BC
372
Brinker Capital
Pennsylvania
$553K +$61.5K +415 +8%
HNB
373
Huntington National Bank
Ohio
$540K -$3.11K -21 -0.4%
SF
374
Synovus Financial
Georgia
$534K +$366K +2,470 +90%
WIP
375
Wellesley Investment Partners
Massachusetts
$530K -$51.9K -350 -6%

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.