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
Bessemer Group
576
Bessemer Group
New Jersey
$51K -$3.73M -25,202 -98%
PB
577
Pinnacle Bancorp
Nebraska
$50K
SIAS
578
Shine Investment Advisory Services
Colorado
$48K
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$45K
EI
580
Ellevest Inc
New York
$45K +$23.6K +159 +58%
TWA
581
TCI Wealth Advisors
Arizona
$44K +$14.4K +97 +29%
PFBT
582
Parkside Financial Bank & Trust
Missouri
$43K -$2.37K -16 -4%
HWA
583
HHM Wealth Advisors
Tennessee
$43K +$62.4K +421 New
EFSCE
584
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$8K -54 -12%
M
585
MOTCO
Texas
$41K +$1.93K +13 +3%
BWA
586
Burt Wealth Advisors
Maryland
$40K
BWM
587
BerganKDV Wealth Management
Minnesota
$40K +$24.2K +163 +71%
PMFA
588
Plante Moran Financial Advisors
Michigan
$38K -$26.8K -181 -33%
FDCDDQ
589
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K -$1.76M -11,862 -97%
DSC
590
Duncker Streett & Co
Missouri
$37K
Marshall Wace
591
Marshall Wace
United Kingdom
$34K -$1.46M -9,841 -97%
TL
592
TrueWealth LLC
Georgia
$34K -$5.33K -36 -10%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$34K +$24.9K +168 +100%
ZB
594
Zions Bancorporation
Utah
$32K -$15.7K -106 -25%
AA
595
Advisory Alpha
Michigan
$31.3K
TFA
596
Toth Financial Advisory
Virginia
$30K -$467K -3,150 -92%
LWANC
597
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K
AJ
598
Ashburton (Jersey)
Jersey
$29K
SFS
599
Sowell Financial Services
Arkansas
$29K +$8.15K +55 +24%
CA
600
Crewe Advisors
Utah
$28K

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.