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Ameriprise Financial

809 hedge funds and large institutions have $18.6B invested in Ameriprise Financial in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 268 increasing their positions, 302 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $473M | Put options by funds: $32M

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.04% more ownership

Funds ownership: 85.99%86.03% (+0.04%)

1% less funds holding

Funds holding: 817809 (-8)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 302

14% less capital invested

Capital invested by funds: $21.5B → $18.6B (-$2.91B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
809
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
18.54%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
71
Increased
268
Reduced
302
Closed
67
Calls
$473M
Puts
$32M
Net Calls
+$441M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
426
Liberty Mutual Group Asset Management
Massachusetts
$884K
OWA
427
One Wealth Advisors
California
$881K +$414K +2,539 +74%
KI
428
Koch Industries
Kansas
$874K +$40.1K +246 +4%
WJA
429
Williams Jones & Associates
New York
$865K +$5.38K +33 +0.6%
SC
430
Scotia Capital
Ontario, Canada
$857K +$138K +843 +17%
RC
431
RegentAtlantic Capital
New Jersey
$850K +$18.9K +116 +2%
WIP
432
Wellesley Investment Partners
Massachusetts
$846K +$728K +4,465 +354%
Creative Planning
433
Creative Planning
Kansas
$844K -$36.2K -222 -4%
IA
434
Icon Advisers
Colorado
$828K
TAM
435
Tocqueville Asset Management
New York
$827K +$295K +1,811 +48%
CWM
436
Chesapeake Wealth Management
Virginia
$821K +$905K +5,545 New
ASN
437
Advisory Services Network
Georgia
$808K +$27.7K +170 +3%
3C
438
361 Capital
Colorado
$808K +$891K +5,465 New
GG
439
Gofen & Glossberg
Illinois
$807K -$157K -965 -15%
CI
440
Cigna Investments
Connecticut
$806K -$29K -178 -3%
Cambridge Investment Research Advisors
441
Cambridge Investment Research Advisors
Iowa
$795K +$314K +1,923 +56%
RIM
442
Regent Investment Management
Kentucky
$793K -$212K -1,300 -20%
DIA
443
Dean Investment Associates
Ohio
$775K +$20.6K +126 +2%
BUB
444
BBVA USA Bancshares
Texas
$757K +$71.9K +441 +9%
PP
445
Paloma Partners
Connecticut
$755K -$261K -1,598 -24%
ECM
446
Element Capital Management
New York
$755K +$833K +5,104 New
PCA
447
Peddock Capital Advisors
Massachusetts
$753K +$15.3K +94 +2%
BWA
448
BDO Wealth Advisors
Florida
$744K +$120K +733 +17%
VI
449
Versor Investments
New York
$740K -$1.57M -9,615 -66%
FBFS
450
First Business Financial Services
Wisconsin
$740K -$7.34K -45 -0.9%

AMP Hedge Fund Activity: Q1 2018 in Review

809 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2018, worth a combined $18.6B — down 14% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AMP positions and 67 closed out — a net gain of 4 holders — while 268 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $377M.

  • 809 institutional investors held Ameriprise Financial (AMP) as of Q1 2018, down from 817 in Q4 2017.
  • Funds reported $18.6B of Ameriprise Financial stock for Q1 2018, down 14% quarter-over-quarter.
  • 71 funds opened new Ameriprise Financial positions in Q1 2018 and 67 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2018 was Fidelity Investments, an estimated $133M added.
  • The largest Ameriprise Financial seller in Q1 2018 was T. Rowe Price Associates, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.