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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
BL
651
Balentine LLC
Georgia
$30K
RWA
652
Ropes Wealth Advisors
Massachusetts
$30K
TSW
653
Thompson Siegel & Walmsley
Virginia
$30K
BBA
654
Braun-Bostich & Associates
Pennsylvania
$29K
SPL
655
Smart Portfolios LLC
Washington
$29K
OFW
656
Omnia Family Wealth
Florida
$28K
BWM
657
BerganKDV Wealth Management
Minnesota
$27K
IWA
658
Intercontinental Wealth Advisors
Texas
$27K
QT
659
Quantamental Technologies
New York
$26K -$559K -4,500 -96%
WTB
660
Washington Trust Bank
Washington
$26K -$2.11K -17 -7%
FFC
661
First Financial Corp
Indiana
$26K
TI
662
Truehand Inc
New Hampshire
$26K
WPA
663
West Paces Advisors
Georgia
$25.2K
OIA
664
OneDigital Investment Advisors
Kansas
$25K -$1.36K -11 -5%
GWMIA
665
Global Wealth Management Investment Advisory
Florida
$25K
MCM
666
MV Capital Management
Maryland
$25K +$10.9K +88 +81%
KFS
667
Kelly Financial Services
Massachusetts
$24K +$23.2K +187 New
SCM
668
Silvant Capital Management
Georgia
$24K
WEC
669
Winslow Evans & Crocker
Massachusetts
$24K +$2.23K +18 +11%
ADL
670
Asset Dedication LLC
California
$23K
NFG
671
Next Financial Group
Texas
$21K -$8.56K -69 -30%
LWA
672
Lowe Wealth Advisors
Maryland
$21K
NFH
673
NEXT Financial Holdings
Texas
$21K +$20K +161 New
AIA
674
Alera Investment Advisors
Illinois
$20K +$9.93K +80 +101%
IA
675
IFP Advisors
Florida
$19K -$340K -2,739 -95%

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.