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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
PCM
651
Penserra Capital Management
California
$108K +$44.2K +271 +58%
AAC
652
Asset Advisors Corp
Georgia
$104K
VFA
653
Valeo Financial Advisors
Indiana
$101K +$21.5K +132 +24%
GWM
654
Geneos Wealth Management
Colorado
$98K -$65.3K -400 -37%
AF
655
Advisornet Financial
Minnesota
$98K -$4.24K -26 -4%
BAM
656
Barrett Asset Management
New York
$95K
S
657
SignatureFD
Georgia
$95K +$105K +644 New
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$94K +$5.71K +35 +6%
SWM
659
SeaCrest Wealth Management
New York
$91K +$16.6K +102 +20%
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K +$14.2K +87 +17%
CCM
661
Covington Capital Management
California
$88K
FBT
662
First Bank & Trust
South Dakota
$85K
CAL
663
Capital Analysts LLC
Pennsylvania
$84K
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$83K
TAM
665
Tiverton Asset Management
Delaware
$77K -$184K -1,125 -68%
SIAS
666
Shine Investment Advisory Services
Colorado
$74K
WEC
667
Winslow Evans & Crocker
Massachusetts
$69.4K +$43.4K +266 +130%
ACA
668
Atlas Capital Advisors
Wyoming
$69.2K +$76.3K +468 New
PMFA
669
Plante Moran Financial Advisors
Michigan
$68K -$19.9K -122 -21%
LGWM
670
Litman Gregory Wealth Management
California
$66K +$72.6K +445 New
HIM
671
Hillsdale Investment Management
Ontario, Canada
$62K -$392K -2,400 -85%
PCP
672
Proficio Capital Partners
Massachusetts
$61K +$2.61K +16 +4%
Fuller & Thaler Asset Management
673
Fuller & Thaler Asset Management
California
$59K -$32.6K -200 -33%
BCA
674
Bray Capital Advisors
Florida
$59K +$65.3K +400 New
ZB
675
Zions Bancorporation
Utah
$58K

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.