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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
BBA
551
BLB&B Advisors
Pennsylvania
$333K +$34.3K +210 +10%
Wellington Management Group
552
Wellington Management Group
Massachusetts
$332K -$1.15M -7,058 -76%
MBT
553
Montecito Bank & Trust
California
$327K +$9.95K +61 +3%
HAG
554
HighPoint Advisor Group
Illinois
$325K -$330K -2,022 -47%
FBA
555
Front Barnett Associates
Illinois
$324K
Mariner
556
Mariner
Kansas
$323K +$150K +920 +73%
TIM
557
Thompson Investment Management
Wisconsin
$319K
PCG
558
Private Capital Group
Connecticut
$316K +$299K +1,834 +611%
AWCI
559
Alpine Woods Capital Investors
New York
$311K
YWP
560
YorkBridge Wealth Partners
New York
$310K
MCM
561
MAI Capital Management
Ohio
$309K +$3.92K +24 +1%
HPC
562
HM Payson & Co
Maine
$307K +$6.85K +42 +2%
PCM
563
Perritt Capital Management
Illinois
$305K
GXMC
564
Global X Management Company
New York
$304K +$11.3K +69 +3%
GAM
565
Guinness Asset Management
United Kingdom
$303K
VCM
566
Virtue Capital Management
Tennessee
$300K +$214K +1,310 +174%
ASA
567
Armstrong Shaw Associates
Connecticut
$299K
CS
568
Comerica Securities
Michigan
$299K +$7.67K +47 +2%
CG
569
Caprock Group
Idaho
$295K
Susquehanna International Group
570
Susquehanna International Group
Pennsylvania
$294K -$4.06M -24,910 -93%
SF
571
Synovus Financial
Georgia
$289K -$2.12K -13 -0.7%
CRC
572
Curi RMB Capital
Illinois
$287K
DCM
573
Delpha Capital Management
New York
$283K +$312K +1,912 New
MF
574
Magnetar Financial
Illinois
$280K +$309K +1,893 New
Bessemer Group
575
Bessemer Group
New Jersey
$279K -$7.34K -45 -2%

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.