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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
PA
726
Perennial Advisors
New York
$21K
OC
727
Oakworth Capital
Alabama
$21K +$6.36K +39 +35%
AIM
728
Anchor Investment Management
South Carolina
$19.5K
GSC
729
G&S Capital
Colorado
$19K
BC
730
Bartlett & Co
Ohio
$18K
PWM
731
Perigon Wealth Management
California
$18K
BCWM
732
Bartlett & Co Wealth Management
Ohio
$17.8K +$19.6K +120 New
HI
733
Hudock Inc
Pennsylvania
$17K
HFM
734
Harvest Fund Management
China
$16K
MCM
735
MV Capital Management
Maryland
$16K +$7.01K +43 +68%
FC
736
Ferris Capital
Massachusetts
$16K +$17.8K +109 New
BWL
737
Bogart Wealth LLC
Virginia
$15K
DAM
738
Delta Asset Management
Tennessee
$15K
EWM
739
Edge Wealth Management
New York
$15K
SMG
740
Spectrum Management Group
Indiana
$15K
TC
741
Trust Company
Kansas
$15K
WOC
742
West Oak Capital
California
$14.8K
PO
743
Private Ocean
California
$14K -$14.8K -91 -48%
CBT
744
Capital Bank & Trust
California
$14K
RFA
745
Reilly Financial Advisors
California
$14K +$15.2K +93 New
AIM
746
Advantage Investment Management
Iowa
$13K
CAC
747
Certified Advisory Corp
Florida
$13K
MGIA
748
Moneta Group Investment Advisors
Missouri
$13K
VCM
749
Versant Capital Management
Arizona
$13K
EARNEST Partners
750
EARNEST Partners
Georgia
$12K

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.