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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
FI
826
FormulaFolio Investments
Michigan
-$767K -4,527 Closed
PG
827
PEAK6 Group
Illinois
-$759K -4,476 Closed
WI
828
Wintrust Investments
Illinois
-$696K -4,109 Closed
SEC
829
Seven Eight Capital
New York
-$559K -3,300 Closed
SIA
830
Starfire Investment Advisers
Michigan
-$510K -3,012 Closed
PAG
831
Private Advisor Group
New Jersey
-$495K -2,881 Closed
CA
832
Cetera Advisors
Colorado
-$478K -2,829 Closed
LC
833
Lourd Capital
California
-$456K -2,688 Closed
Simplex Trading
834
Simplex Trading
Illinois
-$405K -2,480 Closed
GH
835
GAM Holding
Switzerland
-$418K -2,466 Closed
BHWM
836
Bar Harbor Wealth Management
New Hampshire
-$397K -2,339 Closed
BRWA
837
B. Riley Wealth Advisors
Florida
-$361K -2,122 Closed
DS
838
DRW Securities
Illinois
-$350K -2,064 Closed
DCM
839
Driehaus Capital Management
Illinois
-$306K -1,806 Closed
GCC
840
Game Creek Capital
Massachusetts
-$288K -1,700 Closed
MC
841
Muhlenkamp & Co
Pennsylvania
-$254K -1,500 Closed
BFM
842
Boothbay Fund Management
New York
-$251K -1,483 Closed
LCM
843
Logan Capital Management
Pennsylvania
-$230K -1,358 Closed
PL
844
Parkwood LLC
Ohio
-$227K -1,339 Closed
PFPT
845
Pinnacle Financial Partners (Tennessee)
Tennessee
-$223K -1,320 Closed
PGA
846
Portland Global Advisors
Maine
-$221K -1,302 Closed
EGA
847
E&G Advisors
Texas
-$220K -1,300 Closed
CA
848
Clearstead Advisors
Ohio
-$218K -1,287 Closed
PVWM
849
Point View Wealth Management
New Jersey
-$207K -1,224 Closed
WAM
850
Weiss Asset Management
Massachusetts
-$207K -1,223 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.