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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
AP
401
Appleton Partners
Massachusetts
$397K
TK
402
TIAA Kaspick
Massachusetts
$397K +$574K +3,875 New
PAM
403
Palisade Asset Management
Minnesota
$396K -$1.63K -11 -0.3%
KA
404
Kintegral Advisory
New York
$396K +$64.2K +433 +13%
KFA
405
Krane Funds Advisors
New York
$396K +$93.9K +634 +20%
HPC
406
HM Payson & Co
Maine
$395K -$25.2K -170 -4%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$394K +$124K +840 +28%
SP
408
Symmetry Partners
Connecticut
$391K +$266K +1,796 +89%
1W
409
1776 Wealth
Georgia
$385K +$242K +1,632 +132%
NB
410
Norinchukin Bank
Japan
$383K -$582K -3,930 -51%
CF
411
Copperwynd Financial
Arizona
$381K -$23.6K -159 -4%
CTC
412
Central Trust Company
Missouri
$378K -$5.93K -40 -1%
CI
413
Cigna Investments
Connecticut
$373K +$29.6K +200 +6%
AWA
414
Arete Wealth Advisors
Illinois
$370K -$27.4K -185 -5%
PCA
415
Peddock Capital Advisors
Massachusetts
$363K -$8.59K -58 -2%
AA
416
Ancora Advisors
Ohio
$361K -$29.3K -198 -5%
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$358K -$39.9K -269 -7%
EH
418
Employers Holdings
Nevada
$355K
AC
419
Arjuna Capital
North Carolina
$353K +$1.63K +11 +0.3%
SC
420
Savant Capital
Illinois
$353K +$18.5K +125 +4%
MA
421
Mutual Advisors
Nebraska
$352K +$509K +3,432 New
FWM
422
Frontier Wealth Management
Missouri
$350K -$2.67K -18 -0.5%
UCFA
423
United Capital Financial Advisors
Texas
$346K -$287K -1,934 -36%
FCA
424
FinTrust Capital Advisors
South Carolina
$346K -$37.6K -254 -7%
VHAM
425
Van Hulzen Asset Management
California
$345K +$158K +1,067 +46%

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.