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Ameriprise Financial

754 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 276 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.69%83.91% (+0.22%)

3% less capital invested

Capital invested by funds: $16.5B → $16B (-$418M)

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 276

6% less funds holding

Funds holding: 802754 (-48)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

43% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $82M

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

Holders
754
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
276
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
726
Ameritas Investment Company
Nebraska
$5K +$5.18K +37 New
GWS
727
Glassman Wealth Services
Virginia
$4K -$420 -3 -11%
AAP
728
Arax Advisory Partners
Colorado
$4K
NC
729
NewSquare Capital
Pennsylvania
$4K
PO
730
Private Ocean
California
$4K
TFO
731
Tarbox Family Office
California
$4K
FIB
732
First Interstate Bank
Montana
$3K -$31K -221 -92%
LWM
733
Liberty Wealth Management
California
$3K -$13.9K -99 -83%
ATC
734
Adirondack Trust Company
New York
$3K
EWA
735
Evolution Wealth Advisors
Florida
$3K
PWMG
736
Prestige Wealth Management Group
New Jersey
$3K
HR
737
Howe & Rusling
New York
$3K +$140 +1 +6%
FGAM
738
Financial Gravity Asset Management
Texas
$3K +$420 +3 +19%
HH
739
HWG Holdings
Texas
$2K -$186K -1,329 -99%
CIR
740
Clear Investment Research
Georgia
$2K
THWM
741
Taylor Hoffman Wealth Management
Virginia
$2K
NR
742
Newfound Research
Massachusetts
$2K +$140 +1 +7%
WWM
743
Willingdon Wealth Management
North Carolina
$2K +$1.82K +13 New
JWA
744
JFS Wealth Advisors
Pennsylvania
$2K +$2.1K +15 New
1832 Asset Management
745
1832 Asset Management
Ontario, Canada
$1K
AWM
746
Avior Wealth Management
Nebraska
$1K
FPFS
747
First Personal Financial Services
North Carolina
$1K
IRC
748
Investors Research Corp
Georgia
$1K
NSB
749
Norway Savings Bank
Maine
$1K
PWP
750
Personal Wealth Partners
Minnesota
$1K +$841 +6 New

AMP Hedge Fund Activity: Q3 2019 in Review

754 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2019, worth a combined $16B — down 2.5% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AMP and 54 opened new positions — a net loss of 43 holders — while 276 trimmed existing stakes and 253 added.

The largest buyer was Vanguard Group, adding an estimated $304M. The largest seller was Bank of New York Mellon, cutting an estimated $187M.

  • 754 institutional investors held Ameriprise Financial (AMP) as of Q3 2019, down from 802 in Q2 2019.
  • Funds reported $16B of Ameriprise Financial stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 54 funds opened new Ameriprise Financial positions in Q3 2019 and 97 closed out, a net change of -43 holders.
  • The largest Ameriprise Financial buyer in Q3 2019 was Vanguard Group, an estimated $304M added.
  • The largest Ameriprise Financial seller in Q3 2019 was Bank of New York Mellon, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.