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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
GLR
376
Great Lakes Retirement
Ohio
$521K +$752K +5,077 New
RIM
377
Redwood Investment Management
Arizona
$521K +$753K +5,084 New
OWA
378
One Wealth Advisors
California
$520K -$309K -2,087 -29%
V
379
Veritable
Delaware
$517K +$25.8K +174 +4%
Macquarie Group
380
Macquarie Group
Australia
$512K -$500K -3,375 -40%
MCM
381
MAI Capital Management
Ohio
$509K -$29.3K -198 -4%
Rafferty Asset Management
382
Rafferty Asset Management
New York
$505K -$2.37M -16,027 -77%
FPCM
383
Financial Partners Capital Management
New York
$502K +$726K +4,900 New
CB
384
CNB Bank
Pennsylvania
$502K +$257K +1,734 +55%
TWI
385
Thomas White International
Illinois
$491K -$304K -2,050 -30%
AAM
386
Auxier Asset Management
Oregon
$480K
BRWA
387
B. Riley Wealth Advisors
Florida
$476K +$265K +1,788 +63%
DCM
388
Dean Capital Management
Kansas
$474K +$64.6K +436 +10%
FIM
389
Freedom Investment Management
Connecticut
$468K -$264K -1,783 -40%
NAM
390
Nexpoint Asset Management
Texas
$461K -$815K -5,500 -55%
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$452K +$114K +767 +21%
TAM
392
Tocqueville Asset Management
New York
$446K -$2.22K -15 -0.3%
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$444K +$36.3K +245 +6%
AP
394
Advisor Partners
California
$437K -$32.2K -217 -5%
RTC
395
Riverview Trust Company
Washington
$437K
PT
396
Plimoth Trust
Massachusetts
$435K -$55.6K -375 -8%
JCM
397
Jacobi Capital Management
Pennsylvania
$427K -$1.33K -9 -0.2%
NA
398
NewEdge Advisors
Louisiana
$424K -$253K -1,708 -29%
CT
399
Caldwell Trust
Florida
$413K
FA
400
FDx Advisors
Illinois
$404K -$30.5K -206 -5%

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.