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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
SPC
426
Stewart & Patten Company
California
$341K
BC
427
Burney Company
Virginia
$340K +$491K +3,313 New
AWCI
428
Alpine Woods Capital Investors
New York
$338K +$119K +800 +32%
DBT
429
Dubuque Bank & Trust
Iowa
$335K +$484K +3,270 New
FMWA
430
Forvis Mazars Wealth Advisors
Missouri
$332K +$480K +3,240 New
Susquehanna International Group
431
Susquehanna International Group
Pennsylvania
$330K -$6.64M -44,797 -93%
BCM
432
Becker Capital Management
Oregon
$330K
GG
433
Gofen & Glossberg
Illinois
$329K -$74.1K -500 -13%
LIA
434
LS Investment Advisors
Michigan
$322K -$122K -825 -21%
HIM
435
Hillsdale Investment Management
Ontario, Canada
$322K
ACM
436
AlphaCrest Capital Management
New York
$319K -$565K -3,815 -55%
BBNA
437
Bremer Bank National Association
Minnesota
$318K -$42.1K -284 -8%
AII
438
AGF Investments Inc
Ontario, Canada
$316K +$456K +3,079 New
Lido Advisors
439
Lido Advisors
California
$315K -$63.9K -431 -12%
DT
440
Diversified Trust
Tennessee
$315K +$47.9K +323 +12%
WIA
441
Wealthstreet Investment Advisors
Texas
$315K +$133K +900 +41%
TCOV
442
Trust Company of Vermont
Vermont
$311K -$6.52K -44 -1%
SC
443
SRB Corp
Massachusetts
$309K -$34.5K -233 -7%
PAM
444
Private Asset Management
California
$308K
IAA
445
Independent Advisor Alliance
North Carolina
$308K +$12.4K +84 +3%
HCM
446
Howland Capital Management
Massachusetts
$307K -$889 -6 -0.2%
IRF
447
IBM Retirement Fund
New York
$306K +$166K +1,122 +60%
NIT
448
NumerixS Investment Technologies
British Columbia, Canada
$305K -$444K -3,000 -50%
BSAM
449
Blue Sky Asset Management
Colorado
$303K +$8.89K +60 +2%
WANY
450
Wealthspire Advisors (New York)
New York
$299K +$432K +2,916 New

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.