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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
Holocene Advisors
476
Holocene Advisors
New York
$565K +$623K +3,817 New
CFG
477
Citizens Financial Group
Rhode Island
$554K -$2.28K -14 -0.4%
BFS
478
Bradley Foster & Sargent
Connecticut
$553K -$37K -227 -6%
CTC
479
Central Trust Company
Missouri
$549K -$33.4K -205 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
480
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$536K -$3.05M -18,701 -84%
SWP
481
Stratos Wealth Partners
Ohio
$528K +$69.8K +428 +14%
MYLI
482
Meiji Yasuda Life Insurance
Japan
$528K +$582K +3,570 New
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$518K -$20.7K -127 -3%
DZ Bank
484
DZ Bank
Germany
$518K +$571K +3,500 New
FANJ
485
Financial Architects (New Jersey)
New Jersey
$515K +$263K +1,611 +86%
OAM
486
Oppenheimer Asset Management
New York
$513K -$169K -1,036 -23%
SPC
487
Stewart & Patten Company
California
$510K -$48.9K -300 -8%
CFA
488
Camarda Financial Advisors
Florida
$499K -$40.6K -249 -7%
WSCM
489
Wellington Shields Capital Management
New York
$499K
KRSITF
490
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$496K -$94.5K -579 -15%
QSS
491
Quantitative Systematic Strategies
Florida
$496K +$547K +3,355 New
DVM
492
Dreman Value Management
Florida
$494K
WSTAM
493
Wilbanks Smith & Thomas Asset Management
Virginia
$494K
AAP
494
Aristotle Atlantic Partners
Florida
$488K +$146K +896 +37%
Qube Research & Technologies (QRT)
495
Qube Research & Technologies (QRT)
United Kingdom
$487K +$538K +3,297 New
IRF
496
IBM Retirement Fund
New York
$482K -$59.2K -363 -10%
CIC
497
Chilton Investment Company
Connecticut
$474K
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$473K -$131K -800 -20%
DWA
499
Dorsey Wright & Associates
California
$469K -$4.4K -27 -0.8%
ZCA
500
Zeke Capital Advisors
Pennsylvania
$469K +$52K +319 +11%

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.