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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
FA
576
Fortis Advisors
Pennsylvania
$275K
CFN
577
Cordasco Financial Network
Florida
$266K
FIG
578
FundX Investment Group
California
$266K
HSA
579
HBK Sorce Advisory
Pennsylvania
$264K +$979 +6 +0.3%
WB
580
Webster Bank
Connecticut
$264K +$222K +1,359 +320%
ECM
581
Estabrook Capital Management
New York
$263K
CCIA
582
Campbell & Co Investment Adviser
Maryland
$261K -$48.9K -300 -15%
IB
583
Intrust Bank
Kansas
$257K
TF
584
Tompkins Financial
New York
$252K
AWM
585
AE Wealth Management
Kansas
$252K +$7.34K +45 +3%
ONB
586
Old National Bancorp
Indiana
$250K -$237K -1,454 -46%
DWT
587
Dorsey & Whitney Trust
South Dakota
$250K
GC
588
Gilbert & Cook
Iowa
$249K -$17.6K -108 -6%
IAM
589
Impax Asset Management
New Hampshire
$249K +$32.3K +198 +13%
NFGCM
590
Norman Fields Gottscho Capital Management
New York
$246K +$1.26M +7,700 New
ClearBridge Investments
591
ClearBridge Investments
New York
$245K -$89.9M -550,942 -100%
GAG
592
GM Advisory Group
New York
$245K -$15.5K -95 -5%
IA
593
IFG Advisory
Georgia
$244K -$19.2K -118 -7%
SRAM
594
Stone Ridge Asset Management
New York
$243K
CDH
595
Charles D. Hyman
$241K
AWM
596
Aries Wealth Management
Maine
$239K
HS
597
HighVista Strategies
Massachusetts
$237K -$16.3K -100 -6%
EGA
598
Eagle Global Advisors
Texas
$237K -$9.79K -60 -4%
LOAME
599
Lombard Odier Asset Management (Europe)
United Kingdom
$234K -$39.6K -243 -13%
CC
600
Courier Capital
New York
$227K

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.