We are live on ! Find out more
AMP icon

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
BAM
501
Belpointe Asset Management
Nevada
$466K +$4.73K +29 +0.9%
HCM
502
Howland Capital Management
Massachusetts
$461K +$653 +4 +0.1%
FPCP
503
Fort Point Capital Partners
California
$460K +$16.6K +102 +3%
Janney Montgomery Scott
504
Janney Montgomery Scott
Pennsylvania
$457K -$186K -1,140 -27%
SC
505
Savant Capital
Illinois
$455K
AIP
506
Ameritas Investment Partners
Nebraska
$453K -$23.3K -143 -4%
WA
507
Wasatch Advisors
Utah
$451K -$394K -2,414 -44%
PAM
508
Palisade Asset Management
Minnesota
$448K -$81.6K -500 -14%
UB
509
UMB Bank
Missouri
$448K -$17.6K -108 -3%
TCOV
510
Trust Company of Vermont
Vermont
$446K
GF
511
Gabelli Funds
New York
$444K -$65.3K -400 -12%
PI
512
Pettee Investors
Connecticut
$444K
FT
513
Fiduciary Trust
Massachusetts
$441K +$193K +1,182 +66%
PCM
514
Pointe Capital Management
Michigan
$437K -$8.97K -55 -2%
Dodge & Cox
515
Dodge & Cox
California
$435K
TPWA
516
TRUE Private Wealth Advisors
Oregon
$433K +$29K +178 +6%
PAM
517
Private Asset Management
California
$428K -$81.6K -500 -15%
WIA
518
Wealthstreet Investment Advisors
Texas
$428K +$195K +1,198 +71%
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$424K
FAAS
520
First Allied Advisory Services
California
$421K +$32.6K +200 +8%
MC
521
Menta Capital
California
$420K +$463K +2,840 New
AAM
522
Auxier Asset Management
Oregon
$417K +$52.2K +320 +13%
CONA
523
Capital One National Association
New York
$415K +$12.4K +76 +3%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$409K -$4.73K -29 -1%
CF
525
Copperwynd Financial
Arizona
$408K +$35.4K +217 +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.