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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
CCA
851
Column Capital Advisors
Indiana
-$21K -128 Closed
IF
852
Ironwood Financial
Arizona
-$17K -100 Closed
LGWM
853
Litman Gregory Wealth Management
California
-$16K -99 Closed
SIC
854
Salem Investment Counselors
North Carolina
-$16K -95 Closed
GSC
855
G&S Capital
Colorado
-$15K -93 Closed
CBT
856
Capital Bank & Trust
California
-$11K -65 Closed
IIA
857
ICW Investment Advisors
Arizona
-$10K -60 Closed
BCI
858
Brinker Capital Investments
Pennsylvania
-$10K -59 Closed
LS
859
Leelyn Smith
Illinois
-$9 -56 Closed
SIC
860
Samalin Investment Counsel
New York
-$9K -55 Closed
PA
861
PSI Advisors
Florida
-$7K -44 Closed
HWM
862
Howard Wealth Management
Connecticut
-$5K -35 Closed
EWM
863
Endurance Wealth Management
Rhode Island
-$5K -28 Closed
EWA
864
Evolution Wealth Advisors
Florida
-$4K -27 Closed
WCM
865
Wealthcare Capital Management
Virginia
-$2K -14 Closed
RIA
866
Realta Investment Advisors
Delaware
-$2K -13 Closed
LWM
867
Lionsbridge Wealth Management
Florida
-$2K -12 Closed
THWM
868
Taylor Hoffman Wealth Management
Virginia
-$2K -12 Closed
1832 Asset Management
869
1832 Asset Management
Ontario, Canada
-$2K -10 Closed
FPFS
870
First Personal Financial Services
North Carolina
-$1K -8 Closed
HWA
871
Heritage Wealth Advisors
Virginia
-$1.33K -8 Closed
AWM
872
Avior Wealth Management
Nebraska
-$1K -7 Closed
PWP
873
Personal Wealth Partners
Minnesota
-$1K -6 Closed
PCTC
874
Perkins Coie Trust Company
Washington
+$444 +3 New
DWM
875
Darwin Wealth Management
Florida
+$1.04K +7 New

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.