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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
PGWM
801
Parisi Gray Wealth Management
New Jersey
$2K
THWM
802
Taylor Hoffman Wealth Management
Virginia
$2K
NR
803
Newfound Research
Massachusetts
$2K +$1.79K +11 +550%
AWA
804
Acorn Wealth Advisors
Michigan
$1K
AWM
805
Avior Wealth Management
Nebraska
$1K
TFO
806
Tarbox Family Office
California
$1K
FPFS
807
First Personal Financial Services
North Carolina
$1K +$1.3K +8 New
MIFH
808
Migdal Insurance & Financial Holdings
Israel
$1K +$1.63K +10 New
SLF
809
Sun Life Financial
Ontario, Canada
$668 -$36.9K -226 -70%
WI
810
WBI Investments
New Jersey
-$30.9M -182,332 Closed
GC
811
Gillson Capital
Illinois
-$16.4M -96,622 Closed
Point72 Asset Management
812
Point72 Asset Management
Connecticut
-$15.7M -92,500 Closed
TCGI
813
Three Corner Global Investors
New York
-$11.2M -65,800 Closed
Voloridge Investment Management
814
Voloridge Investment Management
Florida
-$7.57M -44,673 Closed
TIAAOA
815
Teachers Insurance & Annuity Association of America
New York
-$7.05M -41,620 Closed
JAM
816
Jupiter Asset Management
United Kingdom
-$6.18M -36,464 Closed
SPPAM
817
Summit Partners Public Asset Management
Massachusetts
-$5.08M -30,000 Closed
MAM
818
Meeder Asset Management
Ohio
-$3.48M -20,514 Closed
TH
819
Timber Hill
Connecticut
-$2.68M -15,790 Closed
Walleye Trading
820
Walleye Trading
New York
-$1.87M -11,476 Closed
MIP
821
Marietta Investment Partners
Wisconsin
-$1.89M -11,164 Closed
Wolverine Trading
822
Wolverine Trading
Illinois
-$1.27M -7,776 Closed
VIA
823
Virtus Investment Advisers
Connecticut
-$1.27M -7,498 Closed
BCM
824
Bayesian Capital Management
New York
-$1.07M -6,300 Closed
Capital Fund Management (CFM)
825
Capital Fund Management (CFM)
France
-$838K -5,135 Closed

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.