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Ameriprise Financial

761 hedge funds and large institutions have $14.6B invested in Ameriprise Financial in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 246 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

22% more capital invested

Capital invested by funds: $11.9B → $14.6B (+$2.64B)

1.73% more ownership

Funds ownership: 82.86%84.59% (+1.7%)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

1% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $51.3M

1% less funds holding

Funds holding: 767761 (-6)

12% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 278

Holders
761
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
75
Increased
246
Reduced
278
Closed
71
Calls
$51.6M
Puts
$51.3M
Net Calls
+$325K
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
376
Thomas White International
Illinois
$881K
DIA
377
Dean Investment Associates
Ohio
$833K -$24.8K -200 -3%
CI
378
Conning Inc
Connecticut
$827K -$7.45K -60 -0.9%
Massachusetts Financial Services
379
Massachusetts Financial Services
Massachusetts
$824K +$8.32K +67 +1%
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$820K +$174K +1,400 +28%
Cambridge Investment Research Advisors
381
Cambridge Investment Research Advisors
Iowa
$815K +$9.56K +77 +1%
Creative Planning
382
Creative Planning
Kansas
$815K +$21.8K +176 +3%
ACP
383
Aviance Capital Partners
Florida
$811K -$13K -105 -2%
QT
384
Quantbot Technologies
New York
$809K -$6M -48,349 -88%
LOAMS
385
Lombard Odier Asset Management (Switzerland)
Switzerland
$805K +$780K +6,281 New
CCA
386
Catalyst Capital Advisors
New York
$794K +$769K +6,200 New
JIM
387
Jupiter Investment Management
United Kingdom
$794K +$769K +6,200 New
BWA
388
BDO Wealth Advisors
Florida
$792K +$101K +814 +15%
AAP
389
Aristotle Atlantic Partners
Florida
$781K +$117K +944 +18%
WIP
390
Wellesley Investment Partners
Massachusetts
$775K -$107K -866 -13%
AMI
391
Amica Mutual Insurance
Rhode Island
$775K
HNB
392
Huntington National Bank
Ohio
$769K -$20.2K -163 -3%
RC
393
RegentAtlantic Capital
New Jersey
$762K -$10.7K -86 -1%
KRS
394
Kentucky Retirement Systems
Kentucky
$759K -$17.1K -138 -2%
LCM
395
Leisure Capital Management
California
$750K -$127K -1,023 -15%
SC
396
Scotia Capital
Ontario, Canada
$744K -$7.57K -61 -1%
ASN
397
Advisory Services Network
Georgia
$743K +$84.5K +681 +13%
EMG
398
ETF Managers Group
New Jersey
$742K -$1.7M -13,697 -70%
MAFM
399
Mid Atlantic Financial Management
Pennsylvania
$742K -$38.2K -308 -5%
WJA
400
Williams Jones & Associates
New York
$742K -$2.61K -21 -0.4%

AMP Hedge Fund Activity: Q1 2019 in Review

761 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2019, worth a combined $14.6B — up 22% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 71 closed out — a net gain of 4 holders — while 246 added to existing stakes and 278 trimmed.

The largest buyer was UBS Group, adding an estimated $109M. The largest seller was Vanguard Group, cutting an estimated $164M.

  • 761 institutional investors held Ameriprise Financial (AMP) as of Q1 2019, down from 767 in Q4 2018.
  • Funds reported $14.6B of Ameriprise Financial stock for Q1 2019, up 22% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q1 2019 and 71 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2019 was UBS Group, an estimated $109M added.
  • The largest Ameriprise Financial seller in Q1 2019 was Vanguard Group, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.