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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
BWA
626
Burt Wealth Advisors
Maryland
$49K
DSC
627
Duncker Streett & Co
Missouri
$47K
TL
628
TrueWealth LLC
Georgia
$47K
LA
629
Legacy Advisors
Pennsylvania
$47K +$45.8K +369 New
TFS
630
TrustCore Financial Services
Tennessee
$46K
MFW
631
Mosaic Family Wealth
Missouri
$45K -$1.74K -14 -4%
FC
632
Ferris Capital
Massachusetts
$45K +$29.8K +240 +220%
IWP
633
Icon Wealth Partners
Texas
$44K +$42.9K +346 New
TWA
634
TCI Wealth Advisors
Arizona
$42K -$3.6K -29 -8%
FNC
635
First National Corp
Massachusetts
$42K +$124 +1 +0.3%
AA
636
Advisory Alpha
Michigan
$42K +$36.5K +294 New
OIA
637
Optimum Investment Advisors
Illinois
$41K
BCA
638
Bray Capital Advisors
Florida
$38K
WCM
639
Whitener Capital Management
North Carolina
$38K
LWANC
640
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K
IC
641
Inscription Capital
Texas
$36K -$28.2K -227 -45%
FMTCOCP
642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K +$9.93K +80 +40%
CH
643
Canton Hathaway
Rhode Island
$36K +$35.6K +287 New
KTC
644
Kistler-Tiffany Companies
Pennsylvania
$35K
CBT
645
Central Bank & Trust
Kentucky
$33K
LFA
646
Legacy Financial Advisors
Kentucky
$32K -$14.1K -114 -31%
GCM
647
Gables Capital Management
Florida
$32K
AF
648
Allworth Financial
California
$32K +$21.6K +174 +232%
FNB
649
Farmers National Bank
Kentucky
$31K +$29.8K +240 New
SLF
650
Sun Life Financial
Ontario, Canada
$30K -$20K -161 -41%

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.