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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
AP
701
Arlington Partners
Alabama
$1K +$2.07K +14 New
FGAM
702
Financial Gravity Asset Management
Texas
$316 -$2.67K -18 -86%
WIM
703
Westside Investment Management
California
$10 +$15.1K +102 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
704
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$24M -144,000 Closed
MCM
705
Moore Capital Management
New York
-$20.8M -125,000 Closed
AT
706
AMF Tjänstepension
Sweden
-$17.5M -104,925 Closed
MSE
707
MUFG Securities EMEA
United Kingdom
-$12.4M -74,600 Closed
Wolverine Trading
708
Wolverine Trading
Illinois
-$7.18M -48,443 Closed
WI
709
WBI Investments
New Jersey
-$7.91M -47,455 Closed
Capital Fund Management (CFM)
710
Capital Fund Management (CFM)
France
-$6.72M -45,326 Closed
Nomura Holdings
711
Nomura Holdings
Japan
-$7.51M -45,061 Closed
Connor, Clark & Lunn Investment Management (CC&L)
712
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.46M -32,795 Closed
UF
713
Univest Financial
Pennsylvania
-$3.35M -30,168 Closed
GC
714
Gillson Capital
Illinois
-$4.59M -27,581 Closed
MC
715
Maverick Capital
Texas
-$4.53M -27,171 Closed
CIC
716
Cornercap Investment Counsel
Georgia
-$4.51M -27,080 Closed
BA
717
Bridgewater Associates
Connecticut
-$4.39M -26,339 Closed
BAM
718
Blueshift Asset Management
New Jersey
-$3.49M -20,940 Closed
HAI
719
Hennessy Advisors Inc
California
-$2.98M -17,900 Closed
SFM
720
Soros Fund Management
New York
-$2.74M -16,426 Closed
DA
721
Duality Advisers
Florida
-$2.57M -15,446 Closed
Pacer Advisors
722
Pacer Advisors
Pennsylvania
-$2.41M -14,487 Closed
EGM
723
Engineers Gate Manager
New York
-$2.35M -14,128 Closed
B
724
BP
United Kingdom
-$2.33M -14,000 Closed
HCMT
725
Highland Capital Management (Tennessee)
Tennessee
-$1.91M -11,456 Closed

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.