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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
AAP
776
Arax Advisory Partners
Colorado
$6K -$5.71K -35 -44%
CPA
777
Clear Perspective Advisors
Illinois
$6K
FAM
778
Fred Alger Management
New York
$6K
MA
779
MCF Advisors
Kentucky
$6K
WWM
780
Willingdon Wealth Management
North Carolina
$6K
PFO
781
Pathstone Family Office
New Jersey
$6K +$6.85K +42 New
SWA
782
Sutton Wealth Advisors
Florida
$5.18K
FGC
783
Financial Gravity Companies
Texas
$5K -$22.5K -138 -78%
WA
784
WealthTrust-Arizona
Arizona
$5K
FGAM
785
Financial Gravity Asset Management
Texas
$5K +$6.53K +40 New
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$11.9K -73 -72%
CLOS
787
Compagnie Lombard Odier SCmA
Switzerland
$4K -$4.89K -30 -50%
HWP
788
Hefty Wealth Partners
Indiana
$4K
MUS
789
Mitsubishi UFJ Securities
Japan
$4K
TIM
790
Tortoise Investment Management
New York
$4K
HR
791
Howe & Rusling
New York
$4K +$4.89K +30 New
MCM
792
Mainstay Capital Management
Michigan
$3K -$1.14K -7 -21%
KF
793
Krilogy Financial
Missouri
$3K
WAS
794
Winch Advisory Services
Wisconsin
$3K
LFG
795
LifePlan Financial Group
Ohio
$3K +$3.75K +23 New
Nomura Holdings
796
Nomura Holdings
Japan
$2.29K +$982K +6,018 +64%
FPS
797
Fieldpoint Private Securities
Connecticut
$2K -$816 -5 -25%
AC
798
Avestar Capital
New York
$2K
CMBA
799
C.M. Bidwell & Associates
Hawaii
$2K
CFD
800
Creative Financial Designs
Indiana
$2K

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.