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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
CFN
551
Cordasco Financial Network
Florida
$231K
FIG
552
FundX Investment Group
California
$231K +$223K +1,800 New
GT
553
Greenleaf Trust
Michigan
$231K +$223K +1,800 New
PWMAG
554
Pinnacle Wealth Management Advisory Group
New Jersey
$221K +$214K +1,725 New
TF
555
Tompkins Financial
New York
$218K
ECM
556
Estabrook Capital Management
New York
$218K
PWPS
557
Pinnacle Wealth Planning Services
Ohio
$213K +$206K +1,663 New
IB
558
Intrust Bank
Kansas
$213K +$207K +1,666 New
TC
559
Telemus Capital
Michigan
$211K -$360K -2,904 -64%
BFM
560
Boothbay Fund Management
New York
$209K +$202K +1,630 New
CDH
561
Charles D. Hyman
$208K +$202K +1,626 New
LSAG
562
Lake Street Advisors Group
New Hampshire
$208K +$202K +1,626 New
MWNA
563
Marshall Wace North America
New York
$207K -$255K -2,054 -56%
GBT
564
Grove Bank & Trust
Florida
$207K +$201K +1,616 New
EGA
565
Eagle Global Advisors
Texas
$206K +$199K +1,605 New
BAM
566
Berkshire Asset Management
Pennsylvania
$206K +$200K +1,611 New
LOAME
567
Lombard Odier Asset Management (Europe)
United Kingdom
$203K +$196K +1,583 New
HI
568
Horizon Investments
North Carolina
$201K +$196K +1,577 New
WB
569
Webster Bank
Connecticut
$175K -$35.4K -285 -17%
DBT
570
Dubuque Bank & Trust
Iowa
$164K +$25.9K +209 +19%
RIM
571
Rampart Investment Management
Connecticut
$162K -$13K -105 -8%
BAM
572
Belpointe Asset Management
Nevada
$159K +$35K +282 +29%
S
573
SignatureFD
Georgia
$155K +$22.2K +179 +17%
ClearBridge Investments
574
ClearBridge Investments
New York
$149K -$62.1K -500 -30%
FMLI
575
Fukoku Mutual Life Insurance
Japan
$146K

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.