We are live on ! Find out more
AMP icon

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
CAAS
776
Capital Asset Advisory Services
Michigan
-$337K -1,895 Closed
FIG
777
FundX Investment Group
California
-$300K -1,800 Closed
GC
778
Gilbert & Cook
Iowa
-$297K -1,785 Closed
LIM
779
Leavell Investment Management
Alabama
-$289K -1,732 Closed
PA
780
Pinnacle Associates
New York
-$287K -1,724 Closed
RT
781
Rockland Trust
Massachusetts
-$286K -1,720 Closed
NIM
782
NuWave Investment Management
New Jersey
-$282K -1,691 Closed
CG
783
Colony Group
Massachusetts
-$280K -1,681 Closed
HKAM
784
Horizon Kinetics Asset Management
New York
-$280K -1,680 Closed
CDH
785
Charles D. Hyman
-$279K -1,674 Closed
IC
786
IEQ Capital
California
-$278K -1,663 Closed
HSA
787
HBK Sorce Advisory
Pennsylvania
-$271K -1,629 Closed
GBT
788
Grove Bank & Trust
Florida
-$268K -1,609 Closed
SI
789
Stephens Inc
Arkansas
-$267K -1,603 Closed
CAM
790
Cresset Asset Management
Illinois
-$267K -1,602 Closed
EWA
791
EP Wealth Advisors
California
-$267K -1,600 Closed
LSAG
792
Lake Street Advisors Group
New Hampshire
-$264K -1,586 Closed
LOAME
793
Lombard Odier Asset Management (Europe)
United Kingdom
-$264K -1,583 Closed
DADC
794
D.A. Davidson & Co
Montana
-$263K -1,577 Closed
HI
795
Horizon Investments
North Carolina
-$261K -1,568 Closed
VWM
796
Valley Wealth Managers
New Jersey
-$253K -1,516 Closed
SICM
797
Sustainable Insight Capital Management
New York
-$252K -1,510 Closed
JT
798
Jump Trading
Illinois
-$247K -1,483 Closed
TH
799
TCTC Holdings
Texas
-$247K -1,480 Closed
WAM
800
Weiss Asset Management
Massachusetts
-$246K -1,474 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.