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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
OR
826
Olympiad Research
Connecticut
-$208K -1,246 Closed
AIA
827
Avalon Investment & Advisory
Texas
-$206K -1,235 Closed
ATC
828
Argent Trust Co
Tennessee
-$206K -1,234 Closed
WC
829
Weil Company
California
-$205K -1,230 Closed
LOAMS
830
Lombard Odier Asset Management (Switzerland)
Switzerland
-$204K -1,226 Closed
SFA
831
Sequoia Financial Advisors
Ohio
-$201K -1,209 Closed
SWRP
832
Summit Wealth & Retirement Planning
California
-$200K -1,200 Closed
PCM
833
Prelude Capital Management
New York
-$156K -939 Closed
SBSB
834
Sullivan, Bruyette, Speros & Blaney
Virginia
-$144K -862 Closed
HB
835
Horizon Bancorp
Indiana
-$143K -861 Closed
LPIC
836
LeJeune Puetz Investment Counsel
Michigan
-$142K -850 Closed
FPS
837
Fieldpoint Private Securities
Connecticut
-$119K -715 Closed
CHAM
838
Clear Harbor Asset Management
Connecticut
-$115K -692 Closed
O
839
Ossiam
France
-$93K -559 Closed
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
-$84K -507 Closed
AP
841
Americana Partners
Texas
-$71K -428 Closed
MSFP
842
Mark Sheptoff Financial Planning
Connecticut
-$67K -400 Closed
GLI
843
Guardian Life Insurance
New York
-$62K -374 Closed
RA
844
Rational Advisors
New York
-$52K -312 Closed
AC
845
Asio Capital
Kentucky
-$49 -300 Closed
BB
846
Busey Bank
Illinois
-$46K -275 Closed
ACM
847
Anfield Capital Management
California
-$40K -225 Closed
FIB
848
First Interstate Bank
Montana
-$33K -200 Closed
GDP
849
Great Diamond Partners
Maine
-$25K -154 Closed
RMAM
850
Raab & Moskowitz Asset Management
New Jersey
-$23K -142 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.