We are live on ! Find out more
AMP icon

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
EWM
676
Executive Wealth Management
Michigan
$19K -$27.1K -218 -60%
APW
677
Acima Private Wealth
Virginia
$19K -$6.21K -50 -26%
OC
678
Oakworth Capital
Alabama
$19K
POIA
679
Pin Oak Investment Advisors
Texas
$19K
AIC
680
Ameritas Investment Company
Nebraska
$18K -$23.1K -186 -57%
CIA
681
CSat Investment Advisory
Michigan
$18K -$1.49K -12 -8%
GSC
682
G&S Capital
Colorado
$17K
PHK
683
Point72 Hong Kong
Hong Kong
$17K +$16.1K +130 New
AWM
684
Avior Wealth Management
Nebraska
$17K +$17.1K +138 New
AIM
685
Anchor Investment Management
South Carolina
$16.9K
MNBTD
686
Moody National Bank Trust Division
Texas
$16K
BCWM
687
Bartlett & Co Wealth Management
Ohio
$15.4K
PFBT
688
Parkside Financial Bank & Trust
Missouri
$15K -$745 -6 -5%
BC
689
Bartlett & Co
Ohio
$15K
HI
690
Hudock Inc
Pennsylvania
$15K
RA
691
Rational Advisors
New York
$15K +$869 +7 +6%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$13K
DAM
693
Delta Asset Management
Tennessee
$13K
EWM
694
Edge Wealth Management
New York
$13K
IF
695
Ironwood Financial
Arizona
$13K
LC
696
Lavaca Capital
Texas
$13K
PO
697
Private Ocean
California
$13K
BCA
698
Berman Capital Advisors
Georgia
$13K +$3.35K +27 +36%
BWL
699
Bogart Wealth LLC
Virginia
$12K
CAC
700
Certified Advisory Corp
Florida
$12K

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.