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
SL
601
Savior LLC
Massachusetts
$27K -$741 -5 -2%
AIM
602
AIA Investment Management
Singapore
$27K
CBT
603
Central Bank & Trust
Kentucky
$27K
BCA
604
Berman Capital Advisors
Georgia
$27K +$15.4K +104 +60%
CI
605
CX Institutional
Indiana
$27K +$28.4K +192 +274%
GCM
606
Gables Capital Management
Florida
$26K
ME
607
McIlrath & Eck
Washington
$26K
OIA
608
Optimum Investment Advisors
Illinois
$25K -$11K -74 -23%
MCM
609
McMillion Capital Management
North Carolina
$25K
BL
610
Balentine LLC
Georgia
$25K +$1.19K +8 +3%
BC
611
Bartlett & Co
Ohio
$25K +$35.7K +241 New
BCWM
612
Bartlett & Co Wealth Management
Ohio
$24.7K -$17.8K -120 -33%
TSW
613
Thompson Siegel & Walmsley
Virginia
$24K
SGAM
614
Smith Group Asset Management
Texas
$23K -$3.56K -24 -10%
BBA
615
Braun-Bostich & Associates
Pennsylvania
$21K
FMTCOCP
616
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K -$11.9K -80 -29%
MCM
617
MV Capital Management
Maryland
$20K -$2.37K -16 -7%
NFG
618
Next Financial Group
Texas
$20K -$889 -6 -3%
FFC
619
First Financial Corp
Indiana
$20K
KFS
620
Kelly Financial Services
Massachusetts
$19.3K
TIM
621
Tortoise Investment Management
New York
$19K
HIA
622
Harbor Investment Advisory
Maryland
$18K -$8.89K -60 -25%
SCA
623
Stonebridge Capital Advisors
Minnesota
$18K -$4.45K -30 -14%
GWMIA
624
Global Wealth Management Investment Advisory
Florida
$18K
LWA
625
Lenox Wealth Advisors
New York
$18K

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.