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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
BBA
501
BLB&B Advisors
Pennsylvania
$220K -$41.6K -281 -12%
BFM
502
Boston Financial Management
Massachusetts
$218K +$315K +2,128 New
CWM
503
Chesapeake Wealth Management
Virginia
$217K -$17.5K -118 -5%
AIP
504
Ameritas Investment Partners
Nebraska
$217K
CI
505
Conning Inc
Connecticut
$216K -$741 -5 -0.2%
FMT
506
First Mercantile Trust
Tennessee
$216K +$34.4K +232 +12%
QC
507
Quadrature Capital
United Kingdom
$215K -$1.35M -9,099 -81%
CRC
508
Curi RMB Capital
Illinois
$215K -$45.5K -307 -13%
FMTC
509
Farmers & Merchants Trust Company
California
$214K
SWP
510
Stratos Wealth Partners
Ohio
$213K -$62.1K -419 -17%
PCM
511
Perritt Capital Management
Illinois
$209K -$25.9K -175 -8%
FBA
512
Front Barnett Associates
Illinois
$209K -$22.2K -150 -7%
BSW
513
Buckingham Strategic Wealth
Missouri
$208K -$19.7K -133 -6%
ASA
514
Armstrong Shaw Associates
Connecticut
$207K
FPCP
515
Fort Point Capital Partners
California
$202K -$2.81K -19 -1%
AIM
516
Allen Investment Management
New York
$201K +$291K +1,964 New
EI
517
Ethic Inc
New York
$200K +$23.6K +159 +9%
AssetMark Inc
518
AssetMark Inc
California
$195K -$29.5K -199 -9%
FA
519
Fortis Advisors
Pennsylvania
$191K
CFN
520
Cordasco Financial Network
Florida
$184K
FHA
521
Flagship Harbor Advisors
Massachusetts
$184K +$1.48K +10 +0.6%
ECM
522
Estabrook Capital Management
New York
$174K
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$165K -$178K -1,203 -43%
TF
524
Tompkins Financial
New York
$153K
PA
525
Parallel Advisors
California
$151K +$80.5K +543 +58%

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.