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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
JWA
676
JFS Wealth Advisors
Pennsylvania
$3K -$2.22K -15 -38%
Fidelity International
677
Fidelity International
Bermuda
$3K -$889 -6 -19%
CAM
678
ClariVest Asset Management
California
$3K -$741 -5 -19%
FWM
679
FSA Wealth Management
Massachusetts
$3K
MRCM
680
M&R Capital Management
New Jersey
$3K
NC
681
NewSquare Capital
Pennsylvania
$3K
AAP
682
Arax Advisory Partners
Colorado
$3K +$148 +1 +3%
HR
683
Howe & Rusling
New York
$3K +$148 +1 +4%
LWM
684
Liberty Wealth Management
California
$3K +$1.48K +10 +50%
SNT
685
Security National Trust
West Virginia
$3K +$4.59K +31 New
VCM
686
Versant Capital Management
Arizona
$2K -$3.26K -22 -50%
IWP
687
IAG Wealth Partners
Wisconsin
$2K
MF
688
Manchester Financial
California
$2K
SWM
689
Sugarloaf Wealth Management
Georgia
$2K
SSB
690
Sandy Spring Bank
Maryland
$2K +$2.52K +17 New
CIM
691
Contravisory Investment Management
Massachusetts
$2K +$3.26K +22 New
AIM
692
Anchor Investment Management
South Carolina
$1.23K
BBHC
693
Brown Brothers Harriman & Co
New York
$1K -$67.7K -457 -98%
AS
694
Altshuler Shaham
Israel
$1K
EWP
695
Engrave Wealth Partners
Texas
$1K
IRC
696
Investors Research Corp
Georgia
$1K
Kayne Anderson Rudnick Investment Management
697
Kayne Anderson Rudnick Investment Management
California
$1K
NR
698
Newfound Research
Massachusetts
$1K
NSB
699
Norway Savings Bank
Maine
$1K
BFC
700
Bedel Financial Consulting
Indiana
$1K +$1.04K +7 New

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.