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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
IAA
601
Independent Advisor Alliance
North Carolina
$226K +$6.2K +38 +2%
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$226K +$195K +1,195 +364%
KS
603
Karpas Strategies
Connecticut
$225K
CNBT
604
Canandaigua National Bank & Trust
New York
$223K
GIM
605
Groesbeck Investment Management
New Jersey
$222K -$65.3K -400 -21%
TH
606
TCTC Holdings
Texas
$219K -$39.1K -240 -14%
FHA
607
Flagship Harbor Advisors
Massachusetts
$218K +$8.16K +50 +3%
PNC
608
Park National Corp
Ohio
$217K -$35.7K -219 -13%
AC
609
Alexandria Capital
Virginia
$217K +$240K +1,469 New
GBT
610
Grove Bank & Trust
Florida
$216K -$11.4K -70 -5%
CBA
611
Coastal Bridge Advisors
Connecticut
$215K +$326 +2 +0.1%
BAS
612
Brown Advisory Securities
Maryland
$214K
AWM
613
Altium Wealth Management
New York
$214K +$21.2K +130 +10%
LWM
614
Lyell Wealth Management
California
$212K
Calamos Advisors
615
Calamos Advisors
Illinois
$212K +$8.16K +50 +4%
FMWA
616
Forvis Mazars Wealth Advisors
Missouri
$210K +$232K +1,420 New
AT
617
Arden Trust
Delaware
$203K -$472K -2,894 -68%
AR
618
Advisory Research
Illinois
$203K -$287K -1,761 -56%
SCM
619
Shelton Capital Management
Colorado
$203K
MCM
620
Manchester Capital Management
Vermont
$203K +$5.87K +36 +3%
TG
621
TLP Group
Illinois
$201K +$201K +1,234 +987%
FMLI
622
Fukoku Mutual Life Insurance
Japan
$198K
CPH
623
C Partners Holding
Switzerland
$195K -$57.9K -355 -21%
SC
624
SRB Corp
Massachusetts
$194K +$18.1K +111 +9%
FWM
625
Focused Wealth Management
New York
$192K

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.