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Ameriprise Financial

775 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 268 increasing their positions, 280 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $41.5M

4% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 280

2.05% less ownership

Funds ownership: 86.03%83.97% (-2.1%)

4% less funds holding

Funds holding: 809775 (-34)

9% less capital invested

Capital invested by funds: $18.6B → $16.8B (-$1.71B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

32% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 87

Holders
775
Holders Change
-34
Holders Change %
-4.2%
% of All Funds
17.74%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
59
Increased
268
Reduced
280
Closed
87
Calls
$50.1M
Puts
$41.5M
Net Calls
+$8.64M
Net Calls Change
-$433M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$2.32M -$11.1K -78 -0.5%
CCM
302
Coldstream Capital Management
Washington
$2.3M +$43.8K +309 +2%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3M -$169K -1,195 -7%
SAM
304
Strategy Asset Managers
California
$2.19M -$87.7K -619 -4%
PP
305
Paloma Partners
Connecticut
$2.16M +$1.47M +10,345 +203%
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$2.14M +$92.7K +654 +4%
COPPSERS
307
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.12M +$290K +2,044 +16%
CT
308
Chicago Trust
Illinois
$2.11M -$36.3K -256 -2%
HCM
309
Hengehold Capital Management
Ohio
$2.1M +$263K +1,859 +14%
AIA
310
Affinity Investment Advisors
California
$2.07M +$12.3K +87 +0.6%
SAM
311
Securian Asset Management
Minnesota
$2.06M -$28.3K -200 -1%
WBC
312
Westpac Banking Corp
Australia
$2.06M +$140K +991 +7%
FCBT
313
First Citizens Bank & Trust
North Carolina
$2.04M +$67K +473 +3%
RA
314
Rational Advisors
New York
$2.02M +$2.04M +14,366 +22,447%
TCM
315
Tuttle Capital Management
Connecticut
$2.02M +$2.04M +14,422 New
RJT
316
Raymond James Trust
Florida
$2.01M -$24.9K -176 -1%
GIP
317
Greatmark Investment Partners
Georgia
$2.01M +$279K +1,970 +16%
SSA
318
Schonfeld Strategic Advisors
New York
$2M +$596K +4,204 +42%
SGA
319
Strategic Global Advisors
California
$1.98M
LTI
320
Laffer Tengler Investments
Tennessee
$1.97M
BA
321
Bridgewater Associates
Connecticut
$1.96M +$1.09M +7,672 +122%
GIM
322
Goelzer Investment Management
Indiana
$1.91M -$89.9K -634 -4%
CIBC World Market
323
CIBC World Market
Ontario, Canada
$1.9M -$807K -5,693 -30%
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$1.9M -$1.15M -8,147 -38%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$1.9M +$25.2K +178 +1%

AMP Hedge Fund Activity: Q2 2018 in Review

775 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2018, worth a combined $16.8B — down 9.2% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AMP and 59 opened new positions — a net loss of 28 holders — while 280 trimmed existing stakes and 268 added.

The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was VOYA Investment Management, cutting an estimated $286M.

  • 775 institutional investors held Ameriprise Financial (AMP) as of Q2 2018, down from 809 in Q1 2018.
  • Funds reported $16.8B of Ameriprise Financial stock for Q2 2018, down 9.2% quarter-over-quarter.
  • 59 funds opened new Ameriprise Financial positions in Q2 2018 and 87 closed out, a net change of -28 holders.
  • The largest Ameriprise Financial buyer in Q2 2018 was Fidelity Investments, an estimated $117M added.
  • The largest Ameriprise Financial seller in Q2 2018 was VOYA Investment Management, an estimated $286M sold.

Based on aggregated 13F filings for Q2 2018.