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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
CWM
451
Chesapeake Wealth Management
Virginia
$629K -$148K -1,045 -19%
JIC
452
Johnson Investment Counsel
Ohio
$629K +$36K +254 +6%
BC
453
Brinker Capital
Pennsylvania
$626K -$20.1K -142 -3%
PT
454
Plimoth Trust
Massachusetts
$616K +$8.5K +60 +1%
AP
455
Advisor Partners
California
$613K +$24.4K +172 +4%
CAPTRUST Financial Advisors
456
CAPTRUST Financial Advisors
North Carolina
$611K +$56.3K +397 +10%
AAP
457
Aristotle Atlantic Partners
Florida
$592K +$132K +934 +28%
LIM
458
Leavell Investment Management
Alabama
$590K +$28.3K +200 +5%
PAM
459
Palisade Asset Management
Minnesota
$582K +$160K +1,130 +37%
LIA
460
LS Investment Advisors
Michigan
$572K -$23K -162 -4%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$571K +$6.52K +46 +1%
VCM
462
Virtue Capital Management
Tennessee
$566K +$281K +1,981 +96%
FWM
463
Frontier Wealth Management
Missouri
$562K -$2.98K -21 -0.5%
SI
464
Stephens Inc
Arkansas
$556K +$15.4K +109 +3%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$549K +$59.7K +421 +12%
LP
466
LMR Partners
United Kingdom
$545K -$499K -3,523 -47%
GC
467
Globeflex Capital
California
$544K
WA
468
Wasatch Advisors
Utah
$539K +$113K +800 +26%
Janney Montgomery Scott
469
Janney Montgomery Scott
Pennsylvania
$531K +$100K +709 +23%
OAM
470
Oppenheimer Asset Management
New York
$528K +$42.9K +303 +9%
CRM
471
Capital Returns Management
New York
$528K +$535K +3,772 New
BFS
472
Bradley Foster & Sargent
Connecticut
$523K
CTC
473
Central Trust Company
Missouri
$519K
Holocene Advisors
474
Holocene Advisors
New York
$518K -$15.9K -112 -3%
Mirae Asset Global Investments
475
Mirae Asset Global Investments
South Korea
$518K +$159K +1,121 +43%

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.