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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
QCMC
626
Quantum Capital Management (California)
California
$18K
WEC
627
Winslow Evans & Crocker
Massachusetts
$18K
LWA
628
Lowe Wealth Advisors
Maryland
$17K
AIC
629
Ameritas Investment Company
Nebraska
$17K +$26.5K +179 New
WPA
630
West Paces Advisors
Georgia
$16.1K -$3.41K -23 -13%
ADL
631
Asset Dedication LLC
California
$16K
SCM
632
Silvant Capital Management
Georgia
$16K
BCA
633
Bray Capital Advisors
Florida
$15K -$22.2K -150 -50%
APW
634
Acima Private Wealth
Virginia
$15K
POIA
635
Pin Oak Investment Advisors
Texas
$15K +$444 +3 +2%
KFI
636
Key Financial Inc
Pennsylvania
$15K +$20.6K +139 New
FP
637
Financial Perspectives
Minnesota
$13.9K
TPWA
638
TRUE Private Wealth Advisors
Oregon
$13K -$96K -648 -83%
BC
639
Barnett & Company
Tennessee
$13K
SAM
640
S.A. Mason
Michigan
$13K
Loomis, Sayles & Company
641
Loomis, Sayles & Company
Massachusetts
$13K +$6.96K +47 +60%
HI
642
Hudock Inc
Pennsylvania
$12K
VCP
643
Verus Capital Partners
Arizona
$12K
PP
644
PrairieView Partners
Minnesota
$12K +$17.8K +120 New
DZ Bank
645
DZ Bank
Germany
$12K +$17.3K +117 New
EW
646
Evoke Wealth
California
$10.6K -$34.8K -235 -70%
JFA
647
JNBA Financial Advisors
Minnesota
$10K -$3.56K -24 -19%
BWL
648
Bogart Wealth LLC
Virginia
$10K
CAC
649
Certified Advisory Corp
Florida
$10K
DAM
650
Delta Asset Management
Tennessee
$10K

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.