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Ameriprise Financial

761 hedge funds and large institutions have $14.6B invested in Ameriprise Financial in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 246 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

22% more capital invested

Capital invested by funds: $11.9B → $14.6B (+$2.64B)

1.73% more ownership

Funds ownership: 82.86%84.59% (+1.7%)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

1% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $51.3M

1% less funds holding

Funds holding: 767761 (-6)

12% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 278

Holders
761
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
75
Increased
246
Reduced
278
Closed
71
Calls
$51.6M
Puts
$51.3M
Net Calls
+$325K
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
476
Tower Research Capital (TRC)
New York
$369K -$49.4K -398 -12%
PFSC
477
Peoples Financial Services Corp
Pennsylvania
$367K
BFS
478
Bradley Foster & Sargent
Connecticut
$366K
GC
479
Globeflex Capital
California
$364K -$130K -1,047 -27%
FI
480
FormulaFolio Investments
Michigan
$359K -$270K -2,172 -44%
IAA
481
Independent Advisor Alliance
North Carolina
$358K -$31.5K -254 -8%
CFG
482
Citizens Financial Group
Rhode Island
$357K +$4.1K +33 +1%
NIT
483
NumerixS Investment Technologies
British Columbia, Canada
$354K +$209K +1,680 +153%
KRSITF
484
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$345K -$7.82K -63 -2%
UB
485
UMB Bank
Missouri
$344K -$993 -8 -0.3%
HKAM
486
Horizon Kinetics Asset Management
New York
$343K +$333K +2,681 New
ZCA
487
Zeke Capital Advisors
Pennsylvania
$340K +$38K +306 +13%
Janney Montgomery Scott
488
Janney Montgomery Scott
Pennsylvania
$338K -$79.2K -638 -19%
AAM
489
Aureus Asset Management
Massachusetts
$337K -$40.1K -323 -11%
CSIC
490
Clifford Swan Investment Counsel
California
$336K
PIM
491
Penobscot Investment Management
Massachusetts
$330K
Rockefeller Capital Management
492
Rockefeller Capital Management
New York
$330K +$223K +1,798 +233%
HC
493
HNP Capital
New York
$328K
VRM
494
Vectors Research Management
New York
$328K +$308K +2,480 +3,100%
BFA
495
Brendel Financial Advisors
New Hampshire
$325K
CWM
496
Chesapeake Wealth Management
Virginia
$324K -$13.7K -110 -4%
PCMC
497
Paragon Capital Management (Colorado)
Colorado
$322K -$2.73K -22 -0.9%
HAG
498
HighPoint Advisor Group
Illinois
$322K +$46.8K +377 +20%
ACM
499
AlphaCrest Capital Management
New York
$321K -$819K -6,597 -72%
AIP
500
Ameritas Investment Partners
Nebraska
$321K

AMP Hedge Fund Activity: Q1 2019 in Review

761 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2019, worth a combined $14.6B — up 22% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 71 closed out — a net gain of 4 holders — while 246 added to existing stakes and 278 trimmed.

The largest buyer was UBS Group, adding an estimated $109M. The largest seller was Vanguard Group, cutting an estimated $164M.

  • 761 institutional investors held Ameriprise Financial (AMP) as of Q1 2019, down from 767 in Q4 2018.
  • Funds reported $14.6B of Ameriprise Financial stock for Q1 2019, up 22% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q1 2019 and 71 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2019 was UBS Group, an estimated $109M added.
  • The largest Ameriprise Financial seller in Q1 2019 was Vanguard Group, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.