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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
PCM
526
Perritt Capital Management
Illinois
$285K -$248 -2 -0.1%
FPCG
527
Fort Pitt Capital Group
Pennsylvania
$283K
EWM
528
Evercore Wealth Management
New York
$282K +$273K +2,198 New
FBA
529
Front Barnett Associates
Illinois
$281K
CRM
530
Capital Returns Management
New York
$279K +$271K +2,180 New
IRF
531
IBM Retirement Fund
New York
$273K
PCG
532
Private Capital Group
Connecticut
$270K +$25.2K +203 +11%
FMTC
533
Farmers & Merchants Trust Company
California
$269K
PA
534
Pinnacle Associates
New York
$267K +$11.2K +90 +5%
GAM
535
Guinness Asset Management
United Kingdom
$263K
ASA
536
Armstrong Shaw Associates
Connecticut
$259K
SAM
537
Sompo Asset Management
Japan
$257K -$84.4K -680 -25%
FPCP
538
Fort Point Capital Partners
California
$255K -$14.8K -119 -6%
SF
539
Synovus Financial
Georgia
$253K
FMT
540
First Mercantile Trust
Tennessee
$253K +$41.3K +333 +20%
BOH
541
Bank of Hawaii
Hawaii
$250K -$577K -4,646 -70%
MCM
542
MAI Capital Management
Ohio
$246K -$54.1K -436 -19%
ONB
543
Old National Bancorp
Indiana
$244K +$236K +1,901 New
JG
544
Jefferies Group
New York
$243K -$3.5M -28,220 -94%
FHA
545
Flagship Harbor Advisors
Massachusetts
$242K +$621 +5 +0.3%
CWM
546
Cornerstone Wealth Management
Missouri
$240K +$92.8K +748 New
MC
547
Machina Capital
France
$238K -$672K -5,418 -74%
FA
548
Fortis Advisors
Pennsylvania
$238K
LIM
549
Leavell Investment Management
Alabama
$235K +$227K +1,832 New
SO
550
STRS Ohio
Ohio
$234K

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.