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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
LMGAM
426
Liberty Mutual Group Asset Management
Massachusetts
$809K -$27.8K -196 -3%
BUB
427
BBVA USA Bancshares
Texas
$809K +$94.5K +667 +13%
TAM
428
Tocqueville Asset Management
New York
$805K +$22.5K +159 +3%
ASN
429
Advisory Services Network
Georgia
$802K -$8.22K -58 -1%
Creative Planning
430
Creative Planning
Kansas
$793K -$4.25K -30 -0.5%
IA
431
Icon Advisers
Colorado
$783K
AA
432
Ancora Advisors
Ohio
$761K -$171K -1,206 -18%
MML Investors Services
433
MML Investors Services
Massachusetts
$757K +$138K +971 +22%
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$756K +$3.97K +28 +0.5%
V
435
Veritable
Delaware
$751K +$75.4K +532 +11%
AI
436
Atria Investments
North Carolina
$750K -$1.83M -12,918 -71%
RIM
437
Regent Investment Management
Kentucky
$750K
FRM
438
Fox Run Management
Connecticut
$744K -$282K -1,993 -27%
GG
439
Gofen & Glossberg
Illinois
$742K -$21.3K -150 -3%
MIM
440
Marco Investment Management
Georgia
$731K +$44.4K +313 +6%
FI
441
FormulaFolio Investments
Michigan
$726K +$736K +5,193 New
FBFS
442
First Business Financial Services
Wisconsin
$718K +$18.6K +131 +3%
PCA
443
Peddock Capital Advisors
Massachusetts
$713K +$142 +1 +0%
BWA
444
BDO Wealth Advisors
Florida
$700K -$3.26K -23 -0.5%
ECM
445
ETrade Capital Management
Virginia
$678K +$38K +268 +6%
VBFG
446
Vishria Bird Financial Group
Tennessee
$654K +$663K +4,677 New
CI
447
Cigna Investments
Connecticut
$648K -$116K -819 -15%
Verition Fund Management
448
Verition Fund Management
Connecticut
$646K -$494K -3,483 -43%
HFS
449
HL Financial Services
Kentucky
$640K -$29.1K -205 -4%
CIM
450
CIM Investment Management
Pennsylvania
$631K -$17.9K -126 -3%

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.