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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
PFO
726
Pathstone Family Office
New Jersey
$5K +$4.96K +40 New
SWA
727
Sutton Wealth Advisors
Florida
$4.48K
PFGIA
728
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$8.94K -72 -69%
PWM
729
PRW Wealth Management
Massachusetts
$4K
SFSIG
730
San Francisco Sentry Investment Group
California
$4K
RIA
731
Realta Investment Advisors
Delaware
$4K +$3.23K +26 New
FPFS
732
First Personal Financial Services
North Carolina
$4K +$3.48K +28 New
IFAM
733
Institutional & Family Asset Management
Colorado
$3K -$26.4K -213 -91%
PWMG
734
Prestige Wealth Management Group
New Jersey
$3K -$4.22K -34 -63%
ATC
735
Adirondack Trust Company
New York
$3K -$1.61K -13 -37%
Fidelity International
736
Fidelity International
Bermuda
$3K
FIB
737
First Interstate Bank
Montana
$3K
TNBTD
738
Trustmark National Bank Trust Department
Mississippi
$3K
WCM
739
WealthBridge Capital Management
Ohio
$3K
WAS
740
Winch Advisory Services
Wisconsin
$3K
GWS
741
Glassman Wealth Services
Virginia
$3K +$2.73K +22 +733%
OFS
742
Orrstown Financial Services
Pennsylvania
$2K -$12.4K -100 -85%
CIR
743
Clear Investment Research
Georgia
$2K
NR
744
Newfound Research
Massachusetts
$2K
PGWM
745
Parisi Gray Wealth Management
New Jersey
$2K
THWM
746
Taylor Hoffman Wealth Management
Virginia
$2K
FGAM
747
Financial Gravity Asset Management
Texas
$2K +$1.49K +12 New
SFA
748
Semmax Financial Advisors
North Carolina
$2K +$1.74K +14 New
DOA
749
D'Orazio & Associates
Virginia
$2K +$2.23K +18 New
CT
750
Chicago Trust
Illinois
$1.9K -$15.6K -126 -0.8%

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.