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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
PPSG
851
Princeton Portfolio Strategies Group
New Jersey
-$207K -1,220 Closed
AIA
852
Avalon Investment & Advisory
Texas
-$206K -1,218 Closed
WB
853
WesBanco Bank
West Virginia
-$205K -1,209 Closed
CT
854
Cambridge Trust
Massachusetts
-$203K -1,202 Closed
WC
855
Weil Company
California
-$203K -1,200 Closed
FCCM
856
First City Capital Management
Georgia
-$202K -1,191 Closed
STA
857
Summit Trail Advisors
New York
-$155K -866 Closed
BL
858
Balentine LLC
Georgia
-$115K -680 Closed
IWP
859
Icon Wealth Partners
Texas
-$101K -595 Closed
SQA
860
Simon Quick Advisors
New Jersey
-$42K -251 Closed
CA
861
Calton & Associates
Florida
-$36K -207 Closed
SPI
862
Santori & Peters Inc
Pennsylvania
-$24K -159 Closed
JWA
863
JFS Wealth Advisors
Pennsylvania
-$25K -150 Closed
LC
864
Landaas & Company
Wisconsin
-$25K -150 Closed
UOTTAIMCU
865
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$24K -139 Closed
AIL
866
AGF Investments LLC
Ontario, Canada
-$20K -120 Closed
WA
867
Waverly Advisors
Alabama
-$13K -74 Closed
GT
868
Greenleaf Trust
Michigan
-$11K -63 Closed
Barrow, Hanley, Mewhinney & Strauss
869
Barrow, Hanley, Mewhinney & Strauss
Texas
-$10K -61 Closed
ME
870
McIlrath & Eck
Washington
-$7K -41 Closed
FFG
871
Ford Financial Group
California
-$3K -20 Closed
KJWM
872
Kiley Juergens Wealth Management
Washington
-$2K -16 Closed
Financial Engines Advisors
873
Financial Engines Advisors
California
-$2K -13 Closed
SWMG
874
Signature Wealth Management Group
Georgia
-$2K -11 Closed
CB
875
CNB Bank
Pennsylvania
-$2K -9 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.