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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
SSB
751
Sandy Spring Bank
Maryland
$12K
SBL
752
Sargent Bickham Lagudis
Colorado
$12K
SFM
753
Signet Financial Management
New Jersey
$12K +$13.1K +80 New
PW
754
Price Wealth
Texas
$11K -$11.9K -73 -50%
MSA
755
Marino Stram & Associates
Massachusetts
$11K
FRA
756
Front Row Advisors
California
$11K +$3.43K +21 +39%
CCMW
757
Cypress Capital Management (Wyoming)
Wyoming
$10K -$6.53K -40 -36%
GI
758
Gradient Investments
Minnesota
$10K -$489 -3 -4%
CHP
759
Cable Hill Partners
Oregon
$10K
RBC
760
Roble Belko & Company
Pennsylvania
$10K
VIA
761
Vantage Investment Advisors
Pennsylvania
$10K
IFAM
762
Institutional & Family Asset Management
Colorado
$10K +$10.6K +65 New
APA
763
American Portfolios Advisors
New York
$9.76K
BBHC
764
Brown Brothers Harriman & Co
New York
$9K -$77.3K -474 -89%
MFBTD
765
MB Financial Bank - Trust Department
Illinois
$9K -$3.43K -21 -26%
CPIG
766
Chicago Partners Investment Group
Illinois
$9K
FIB
767
First Interstate Bank
Montana
$9K
TCM
768
Tradewinds Capital Management
Washington
$9K
IIC
769
Integrated Investment Consultants
Michigan
$9K +$10.3K +63 New
RA
770
Rational Advisors
New York
$9K +$10.4K +64 New
NC
771
NewSquare Capital
Pennsylvania
$8K
TC
772
Trilogy Capital
California
$8K +$9.3K +57 New
MOS
773
MGO One Seven
Ohio
$7K
PSC
774
Prentiss Smith & Co
Vermont
$7K +$7.67K +47 New
CCA
775
Clearwater Capital Advisors
Illinois
$7K +$8.16K +50 New

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.