We are live on ! Find out more
AMP icon

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
WB
551
Webster Bank
Connecticut
$79K -$60.3K -407 -35%
TPCW
552
TD Private Client Wealth
New York
$75.8K +$2.37K +16 +2%
RMC
553
Resources Management Corp
Connecticut
$72K -$2.96K -20 -3%
GRP
554
Global Retirement Partners
California
$72K
PFGIA
555
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$97.8K +660 +2,000%
QT
556
Quantbot Technologies
New York
$71K +$104K +700 New
ACM
557
AUA Capital Management
Pennsylvania
$69K
APA
558
American Portfolios Advisors
New York
$67.3K +$3.11K +21 +3%
BAM
559
Barrett Asset Management
New York
$66K
KPW
560
Kore Private Wealth
New York
$66K +$25.2K +170 +36%
CG
561
Cutler Group
California
$66K +$96.3K +650 New
OPS
562
Orion Portfolio Solutions
Nebraska
$65K +$1.19K +8 +1%
SMFS
563
Squar Milner Financial Services
California
$64K
DWA
564
Dougherty Wealth Advisers
Minnesota
$62K
TAIM
565
TD Ameritrade Investment Management
Nebraska
$62K +$50.8K +343 +130%
HFM
566
Harvest Fund Management
China
$61K -$45.9K -310 -34%
WB
567
West Bancorporation
Iowa
$61K
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K
EWM
569
EPG Wealth Management
Georgia
$58K +$83.4K +563 New
RWA
570
Ropes Wealth Advisors
Massachusetts
$57K -$174K -1,177 -68%
PA
571
Procyon Advisors
Connecticut
$57K -$18.7K -126 -18%
PCG
572
Private Capital Group
Connecticut
$56K -$9.04K -61 -10%
MAM
573
Meeder Asset Management
Ohio
$55K -$5.93K -40 -7%
GWM
574
Geneos Wealth Management
Colorado
$54K
CIA
575
CSat Investment Advisory
Michigan
$52K +$5.63K +38 +8%

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.