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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
FCI
126
Financial Counselors Inc
Kansas
$15.4M -$983K -6,028 -5%
SI
127
Scout Investments
Missouri
$15M +$16.6M +101,648 New
SCM
128
Stevens Capital Management
Pennsylvania
$15M +$10.5M +64,298 +174%
Capital International Investors
129
Capital International Investors
California
$15M
FWCM
130
Ferguson Wellman Capital Management
Oregon
$14.8M -$138K -845 -0.8%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$14.6M +$3.65M +22,387 +29%
RCM
132
Riverhead Capital Management
Delaware
$14.1M +$181K +1,108 +1%
SW
133
SVB Wealth
Massachusetts
$14M +$425K +2,606 +3%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$13.8M -$2.2M -13,488 -13%
Toronto Dominion Bank
135
Toronto Dominion Bank
Ontario, Canada
$13.3M +$2.52M +15,438 +21%
CCM
136
Copeland Capital Management
Pennsylvania
$13.2M -$246K -1,505 -2%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$13.1M +$1.27M +7,762 +10%
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$13M +$4.31M +26,411 +43%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$12.9M -$6.88M -42,174 -33%
CS
140
Candriam SCA
Luxembourg
$12.7M +$486K +2,979 +4%
Marshall Wace
141
Marshall Wace
United Kingdom
$12.6M +$10.4M +63,646 +297%
NA
142
Neuburgh Advisers
California
$12.4M +$100K +616 +0.7%
Credit Agricole
143
Credit Agricole
France
$12.3M -$4.08M -24,983 -23%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.3M -$1.09M -6,691 -7%
LOAMS
145
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.3M -$8.23M -50,462 -38%
HI
146
Honeywell International
North Carolina
$12.1M -$11.6M -71,000 -46%
OTPPB
147
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.1M +$11M +67,566 +485%
US Bancorp
148
US Bancorp
Minnesota
$11.8M -$446K -2,736 -3%
Bank of Nova Scotia
149
Bank of Nova Scotia
Ontario, Canada
$11.8M -$11.9M -72,905 -48%
IP
150
Interval Partners
New York
$11.3M +$9.39M +57,584 +308%

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.