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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
DC
376
Davenport & Co
Virginia
$1.24M +$11.5K +81 +0.9%
Baird Financial Group
377
Baird Financial Group
Wisconsin
$1.23M +$8.22K +58 +0.7%
SCM
378
Sterling Capital Management
North Carolina
$1.22M -$3.01M -21,248 -71%
CCM
379
Cribstone Capital Management
Maine
$1.21M -$2.27K -16 -0.2%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$1.19M -$56.7K -400 -4%
SBH
381
Segall Bryant & Hamill
Illinois
$1.19M +$1.2M +8,494 New
FNBT
382
FineMark National Bank & Trust
Florida
$1.15M +$46.1K +325 +4%
VI
383
Versor Investments
New York
$1.13M +$439K +3,100 +62%
BOH
384
Bank of Hawaii
Hawaii
$1.11M -$210K -1,485 -16%
LCM
385
Leisure Capital Management
California
$1.11M -$425K -3,001 -27%
3C
386
361 Capital
Colorado
$1.11M +$348K +2,456 +45%
MIA
387
MainStreet Investment Advisors
Illinois
$1.08M +$79.7K +562 +8%
PAM
388
Paradigm Asset Management
New York
$1.06M
SAM
389
Sompo Asset Management
Japan
$1.05M -$1.06M -7,460 -50%
ZIG
390
Zurich Insurance Group
Switzerland
$1.03M -$2.68M -18,875 -72%
OWA
391
One Wealth Advisors
California
$1.03M +$201K +1,420 +24%
CI
392
Conning Inc
Connecticut
$1.01M -$26.9K -190 -3%
OC
393
Oppenheimer & Co
New York
$996K +$142 +1 +0%
BDS
394
Banco de Sabadell
Florida
$996K +$88.4K +624 +10%
VCA
395
Verdence Capital Advisors
Maryland
$992K -$16.6K -117 -2%
SFFS
396
Stonehage Fleming Financial Services
Jersey
$970K +$71.9K +507 +8%
FB
397
Fulton Bank
Pennsylvania
$963K +$127K +893 +15%
TWI
398
Thomas White International
Illinois
$962K
PAG
399
Private Advisor Group
New Jersey
$956K +$967K +6,819 New
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$952K +$75.5K +533 +8%

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.