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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
RFA
701
Reilly Financial Advisors
California
$12K
CAM
702
Close Asset Management
United Kingdom
$12K +$11.8K +95 New
VCM
703
Versant Capital Management
Arizona
$11K
NC
704
NewSquare Capital
Pennsylvania
$11K +$4.47K +36 +69%
WCG
705
Weaver Consulting Group
California
$11K +$9.43K +76 New
FRA
706
Front Row Advisors
California
$11K +$10.9K +88 New
EARNEST Partners
707
EARNEST Partners
Georgia
$10K
MSA
708
Marino Stram & Associates
Massachusetts
$10K +$124 +1 +1%
CI
709
CX Institutional
Indiana
$10K +$5.96K +48 +160%
TA
710
Thor Advisors
New York
$10K +$9.31K +75 New
CHP
711
Cable Hill Partners
Oregon
$9K
RBC
712
Roble Belko & Company
Pennsylvania
$9K
RFM
713
Royal Fund Management
Florida
$9K
TAIM
714
TD Ameritrade Investment Management
Nebraska
$9K
BCI
715
Brinker Capital Investments
Pennsylvania
$8K
MFBTD
716
MB Financial Bank - Trust Department
Illinois
$8K
TCM
717
Tradewinds Capital Management
Washington
$8K
BBHC
718
Brown Brothers Harriman & Co
New York
$7K -$1.24K -10 -16%
CFGS
719
Concourse Financial Group Securities
Alabama
$7K
ESB
720
Essex Savings Bank
Connecticut
$6K
SSB
721
Sandy Spring Bank
Maryland
$5K -$5.21K -42 -51%
LPC
722
Loeb Partners Corp
New York
$5K
PCA
723
Providence Capital Advisors
North Carolina
$5K
SA
724
SL Advisors
New Jersey
$5K
TIM
725
Tortoise Investment Management
New York
$5K +$745 +6 +20%

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.