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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
CG
601
Cutler Group
California
$83K -$12.4K -100 -13%
SWM
602
SeaCrest Wealth Management
New York
$83K -$9.31K -75 -10%
BAM
603
Barrett Asset Management
New York
$82K
PCP
604
Proficio Capital Partners
Massachusetts
$80K +$5.34K +43 +7%
DWA
605
Dougherty Wealth Advisers
Minnesota
$77K
GT
606
Glenmede Trust
Pennsylvania
$74.1K +$471K +3,792 +0.7%
Bessemer Group
607
Bessemer Group
New Jersey
$74K -$146K -1,173 -67%
CCM
608
Covington Capital Management
California
$73K -$3.72K -30 -5%
AWM
609
Aevitas Wealth Management
Massachusetts
$66K -$2.11K -17 -3%
SMFS
610
Squar Milner Financial Services
California
$66K
CB
611
Community Bank
New York
$66K +$45.8K +369 +254%
PB
612
Pinnacle Bancorp
Nebraska
$63K
FCA
613
FinTrust Capital Advisors
South Carolina
$61K +$59K +475 New
ZB
614
Zions Bancorporation
Utah
$60K -$9.31K -75 -14%
SIAS
615
Shine Investment Advisory Services
Colorado
$60K
CAW
616
Cornerstone Advisors (Washington)
Washington
$60K +$13.9K +112 +31%
PMFA
617
Plante Moran Financial Advisors
Michigan
$59K -$496 -4 -0.9%
EFSCE
618
Enterprise Financial Services Corp (EFSC)
Missouri
$58K +$6.95K +56 +14%
CA
619
Crewe Advisors
Utah
$57K
BMM
620
Buffington Mohr McNeal
Idaho
$54K +$51.9K +418 New
NIM
621
NuWave Investment Management
New Jersey
$52K +$36.2K +292 +258%
GLI
622
Guardian Life Insurance
New York
$50K -$1.49K -12 -3%
KPW
623
Kore Private Wealth
New York
$50K
M
624
MOTCO
Texas
$50K
APA
625
American Portfolios Advisors
New York
$49.2K +$12K +97 +34%

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.