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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
M
676
MOTCO
Texas
$58K +$37K +227 +138%
BWA
677
Burt Wealth Advisors
Maryland
$57K
TL
678
TrueWealth LLC
Georgia
$54K -$5.55K -34 -9%
DSC
679
Duncker Streett & Co
Missouri
$54K
MFW
680
Mosaic Family Wealth
Missouri
$54K +$10.1K +62 +20%
EWM
681
Elite Wealth Management
Washington
$54K +$2.28M +14,000 New
TWA
682
TCI Wealth Advisors
Arizona
$53K
TFS
683
TrustCore Financial Services
Tennessee
$53K
Parallax Volatility Advisers
684
Parallax Volatility Advisers
California
$52K -$561K -3,442 -91%
LA
685
Legacy Advisors
Pennsylvania
$52K +$60.2K +369 New
GLI
686
Guardian Life Insurance
New York
$50K -$23.7K -145 -30%
PCA
687
Providence Capital Advisors
North Carolina
$48K
OIA
688
Optimum Investment Advisors
Illinois
$47K +$51.9K +318 New
CAW
689
Cornerstone Advisors (Washington)
Washington
$46K
PG
690
Patten Group
Tennessee
$46K
WTB
691
Washington Trust Bank
Washington
$46K
CAM
692
CenterStar Asset Management
Illinois
$45K
IWM
693
IHT Wealth Management
Illinois
$45K
FCAG
694
First Capital Advisors Group
New Jersey
$45K +$49.1K +301 New
WCM
695
Whitener Capital Management
North Carolina
$44K -$19.2K -118 -28%
LNB
696
Ledyard National Bank
$41K +$28.9K +177 +177%
KTC
697
Kistler-Tiffany Companies
Pennsylvania
$40K
CBT
698
Central Bank & Trust
Kentucky
$38K
RWA
699
Ropes Wealth Advisors
Massachusetts
$35K -$7.01K -43 -15%
LF
700
Lee Financial
Texas
$34K -$73.9K -453 -66%

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.