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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
EWM
651
Edge Wealth Management
New York
$10K
FANJ
652
Financial Architects (New Jersey)
New Jersey
$10K
WCG
653
Weaver Consulting Group
California
$10K
OC
654
Oakworth Capital
Alabama
$9K
TFO
655
Tarbox Family Office
California
$9K +$9.78K +66 +264%
WQ
656
Wealth Quarterback
New Jersey
$8.75K -$741 -5 -6%
AWA
657
Arkadios Wealth Advisors
Georgia
$8.61K
EARNEST Partners
658
EARNEST Partners
Georgia
$8K
JPLA
659
Joseph P. Lucia & Associates
New York
$8K
FRA
660
Front Row Advisors
California
$7K -$3.41K -23 -26%
SLF
661
Sun Life Financial
Ontario, Canada
$7K -$593 -4 -5%
RBC
662
Roble Belko & Company
Pennsylvania
$7K
RFM
663
Royal Fund Management
Florida
$6K -$1.04K -7 -10%
SFSIG
664
San Francisco Sentry Investment Group
California
$6K -$889 -6 -10%
TCM
665
Tradewinds Capital Management
Washington
$6K
CHC
666
City Holding Co
West Virginia
$6K +$8.15K +55 New
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$6K +$8.59K +58 +5,800%
HWM
668
HighMark Wealth Management
Minnesota
$6K +$8.74K +59 New
IA
669
IndexIQ Advisors
New York
$5K -$4.83M -32,629 -100%
NG
670
NWK Group
California
$5K
PWMG
671
Prestige Wealth Management Group
New Jersey
$5K +$4.15K +28 +140%
IFAM
672
Institutional & Family Asset Management
Colorado
$4K
GWS
673
Glassman Wealth Services
Virginia
$4K +$1.78K +12 +43%
SWA
674
Sutton Wealth Advisors
Florida
$3.89K +$444 +3 +9%
WAS
675
Winch Advisory Services
Wisconsin
$3K -$4.3K -29 -54%

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.