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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
BBA
701
Braun-Bostich & Associates
Pennsylvania
$33K
LFA
702
Legacy Financial Advisors
Kentucky
$32K -$816 -5 -2%
OFW
703
Omnia Family Wealth
Florida
$32K
WIM
704
Westside Investment Management
California
$31.1K
RWP
705
RWA Wealth Partners
Massachusetts
$31K -$244K -1,498 -88%
GFP
706
Gryphon Financial Partners
Ohio
$31K -$6.2K -38 -16%
SP
707
SWS Partners
Ohio
$31K
Rockefeller Capital Management
708
Rockefeller Capital Management
New York
$31K +$34.4K +211 New
FFC
709
First Financial Corp
Indiana
$30K
PFBT
710
Parkside Financial Bank & Trust
Missouri
$30K +$1.3K +8 +4%
FMTCOCP
711
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.3K
CC
712
Claybrook Capital
Massachusetts
$27K +$29.4K +180 New
SCM
713
Silvant Capital Management
Georgia
$27K +$30.2K +185 New
ADL
714
Asset Dedication LLC
California
$26K
FNB
715
Farmers National Bank
Kentucky
$26K
OIA
716
OneDigital Investment Advisors
Kansas
$26K
TSW
717
Thompson Siegel & Walmsley
Virginia
$26K
LWA
718
Lowe Wealth Advisors
Maryland
$25K
APP
719
Avantax Planning Partners
Iowa
$25K +$28.7K +176 New
WPA
720
West Paces Advisors
Georgia
$24.4K
SFSIG
721
San Francisco Sentry Investment Group
California
$24K
BFEC
722
Benjamin F. Edwards & Company
Missouri
$23K -$6.69K -41 -21%
CB
723
Community Bank
New York
$22K
CTB
724
Country Trust Bank
Illinois
$22K +$24.8K +152 New
KA
725
Kaizen Advisory
Illinois
$21K

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.