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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
3C
751
361 Capital
Colorado
-$552K -3,312 Closed
OI
752
Oakbrook Investments
Illinois
-$552K -3,312 Closed
PAG
753
Private Advisor Group
New Jersey
-$510K -3,061 Closed
ZCA
754
Zeke Capital Advisors
Pennsylvania
-$484K -2,904 Closed
SS
755
Simplicity Solutions
Minnesota
-$480K -2,883 Closed
AWM
756
AE Wealth Management
Kansas
-$474K -2,847 Closed
FAN
757
Financial Advisors Network
California
-$462K -2,772 Closed
MYAM
758
Meiji Yasuda Asset Management
Japan
-$439K -2,634 Closed
TFCP
759
Twin Focus Capital Partners
Massachusetts
-$438K -2,628 Closed
SCM
760
Stevens Capital Management
Pennsylvania
-$435K -2,614 Closed
BCM
761
Barometer Capital Management
Ontario, Canada
-$433K -2,600 Closed
MYLI
762
Meiji Yasuda Life Insurance
Japan
-$433K -2,600 Closed
PA
763
Profund Advisors
Maryland
-$423K -2,539 Closed
HC
764
HNP Capital
New York
-$423K -2,500 Closed
QI
765
Qtron Investments
Massachusetts
-$395K -2,371 Closed
SC
766
Scotia Capital
Ontario, Canada
-$379K -2,276 Closed
CIBC World Market
767
CIBC World Market
Ontario, Canada
-$372K -2,232 Closed
EMG
768
Ellington Management Group
Connecticut
-$366K -2,200 Closed
PCMC
769
Paragon Capital Management (Colorado)
Colorado
-$364K -2,187 Closed
PWPS
770
Pinnacle Wealth Planning Services
Ohio
-$347K -2,085 Closed
MWA
771
Meridian Wealth Advisors
Texas
-$333K -1,997 Closed
GT
772
Greenleaf Trust
Michigan
-$327K -1,964 Closed
BS
773
Banco Santander
Spain
-$319K -1,917 Closed
PTP
774
Platform Technology Partners
New York
-$317K -1,905 Closed
AIA
775
Affinity Investment Advisors
California
-$316K -1,898 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.