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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
GIA
801
Gateway Investment Advisers
Ohio
-$244K -1,467 Closed
CBA
802
Coastal Bridge Advisors
Connecticut
-$243K -1,460 Closed
CAN
803
Cetera Advisor Networks
California
-$241K -1,449 Closed
CCM
804
Coldstream Capital Management
Washington
-$239K -1,435 Closed
FAIM
805
Financial Advocates Investment Management
Washington
-$237K -1,421 Closed
FPCG
806
Fort Pitt Capital Group
Pennsylvania
-$235K -1,411 Closed
TIM
807
Thompson Investment Management
Wisconsin
-$234K -1,402 Closed
11A
808
10-15 Associates
New York
-$233K -1,400 Closed
WSCM
809
Wellington Shields Capital Management
New York
-$233K -1,400 Closed
RG
810
Renaissance Group
Kentucky
-$229K -1,372 Closed
PFPT
811
Pinnacle Financial Partners (Tennessee)
Tennessee
-$228K -1,369 Closed
LWM
812
Lyell Wealth Management
California
-$227K -1,365 Closed
EWM
813
Evercore Wealth Management
New York
-$227K -1,359 Closed
OPA
814
Old Port Advisors
Maine
-$226K -1,349 Closed
HW
815
Hancock Whitney
Mississippi
-$221K -1,329 Closed
PWMAG
816
Pinnacle Wealth Management Advisory Group
New Jersey
-$221K -1,325 Closed
CC
817
Courier Capital
New York
-$223K -1,322 Closed
Verition Fund Management
818
Verition Fund Management
Connecticut
-$220K -1,322 Closed
CT
819
Cambridge Trust
Massachusetts
-$220K -1,319 Closed
EGA
820
Eagle Global Advisors
Texas
-$219K -1,315 Closed
TCPWM
821
Traverso Chambers Private Wealth Management
California
-$218K -1,311 Closed
JA
822
JOYN Advisors
Georgia
-$215K -1,291 Closed
SCP
823
Shorepoint Capital Partners
Massachusetts
-$215K -1,290 Closed
FCH
824
Freestone Capital Holdings
Washington
-$213 -1,277 Closed
PFS
825
Prospera Financial Services
Texas
-$210K -1,261 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.