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Ameriprise Financial

761 hedge funds and large institutions have $14.6B invested in Ameriprise Financial in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 246 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

22% more capital invested

Capital invested by funds: $11.9B → $14.6B (+$2.64B)

1.73% more ownership

Funds ownership: 82.86%84.59% (+1.7%)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

1% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $51.3M

1% less funds holding

Funds holding: 767761 (-6)

12% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 278

Holders
761
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
75
Increased
246
Reduced
278
Closed
71
Calls
$51.6M
Puts
$51.3M
Net Calls
+$325K
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
801
Lourd Capital
California
-$260K -2,492 Closed
FCBT
802
First Citizens Bank & Trust
North Carolina
-$243K -2,333 Closed
BCM
803
Bayesian Capital Management
New York
-$233K -2,233 Closed
STA
804
Summit Trail Advisors
New York
-$219K -2,100 Closed
Point72 Asset Management
805
Point72 Asset Management
Connecticut
-$198K -1,900 Closed
AWM
806
Alterna Wealth Management
Texas
-$225K -1,768 Closed
JA
807
JOYN Advisors
Georgia
-$169K -1,623 Closed
KOCAA
808
Knights of Columbus Asset Advisors
Connecticut
-$113K -1,078 Closed
LNB
809
Ledyard National Bank
-$74K -707 Closed
PRC
810
Pearl River Capital
Michigan
-$46K -445 Closed
FTI
811
Fiduciary Trust International
Massachusetts
-$46K -440 Closed
Parallax Volatility Advisers
812
Parallax Volatility Advisers
California
-$41K -389 Closed
PG
813
Patten Group
Tennessee
-$32K -310 Closed
ER
814
Enlightenment Research
Florida
-$31K -300 Closed
CBT
815
Capital Bank & Trust
California
-$26K -253 Closed
AWM
816
AllSquare Wealth Management
New York
-$20K -190 Closed
DWM
817
Doyle Wealth Management
Florida
-$17K -165 Closed
PA
818
Perennial Advisors
New York
-$15K -140 Closed
CTB
819
Country Trust Bank
Illinois
-$13K -125 Closed
WANY
820
Wealthspire Advisors (New York)
New York
-$13K -120 Closed
CC
821
Claybrook Capital
Massachusetts
-$11K -104 Closed
TC
822
Trust Company
Kansas
-$11K -104 Closed
WDL
823
Well Done LLC
Michigan
-$11K -104 Closed
SMG
824
Spectrum Management Group
Indiana
-$10K -100 Closed
FPB
825
First PREMIER Bank
South Dakota
-$6K -55 Closed

AMP Hedge Fund Activity: Q1 2019 in Review

761 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2019, worth a combined $14.6B — up 22% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 71 closed out — a net gain of 4 holders — while 246 added to existing stakes and 278 trimmed.

The largest buyer was UBS Group, adding an estimated $109M. The largest seller was Vanguard Group, cutting an estimated $164M.

  • 761 institutional investors held Ameriprise Financial (AMP) as of Q1 2019, down from 767 in Q4 2018.
  • Funds reported $14.6B of Ameriprise Financial stock for Q1 2019, up 22% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q1 2019 and 71 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2019 was UBS Group, an estimated $109M added.
  • The largest Ameriprise Financial seller in Q1 2019 was Vanguard Group, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.