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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
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$144K
GAM
527
Guinness Asset Management
United Kingdom
$138K
FMLI
528
Fukoku Mutual Life Insurance
Japan
$137K
AT
529
Arden Trust
Delaware
$133K -$115K -775 -37%
AF
530
Advisornet Financial
Minnesota
$116K +$21.9K +148 +15%
WT
531
Whittier Trust
California
$116K +$30.7K +207 +22%
S
532
SignatureFD
Georgia
$114K -$27.7K -187 -14%
ST
533
Smithfield Trust
Pennsylvania
$109K -$1.48K -10 -0.9%
FWM
534
Focused Wealth Management
New York
$108K +$59.3K +400 +62%
RIM
535
Rampart Investment Management
Connecticut
$105K -$78.7K -531 -34%
EP
536
Eudaimonia Partners
Tennessee
$102K +$120K +810 +429%
PFSC
537
Peoples Financial Services Corp
Pennsylvania
$101K -$110K -742 -43%
LC
538
Lindbrook Capital
California
$101K +$31.7K +214 +28%
ClearBridge Investments
539
ClearBridge Investments
New York
$98K -$1.19K -8 -0.8%
WTC
540
WhitTier Trust Company
Nevada
$95K +$16.3K +110 +14%
CA
541
Clearstead Advisors
Ohio
$92K +$133K +900 New
RE
542
RBC Europe
United Kingdom
$90.9K
TFS
543
TrustCore Financial Services
Tennessee
$90K
CFGS
544
Concourse Financial Group Securities
Alabama
$88K +$47.3K +319 +59%
CAL
545
Capital Analysts LLC
Pennsylvania
$87K
VFA
546
Valeo Financial Advisors
Indiana
$87K +$107K +719 New
PGAM
547
Princeton Global Asset Management
New Jersey
$86K -$10.7K -72 -8%
CCM
548
Covington Capital Management
California
$83K -$12.9K -87 -10%
FBT
549
First Bank & Trust
South Dakota
$83K -$889 -6 -0.7%
IAS
550
IMA Advisory Services
Colorado
$80K

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.