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Ameriprise Financial

778 hedge funds and large institutions have $17.4B invested in Ameriprise Financial in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 244 increasing their positions, 279 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $13.2M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

3% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$558M)

0% more funds holding

Funds holding: 775778 (+3)

0.65% less ownership

Funds ownership: 83.97%83.33% (-0.65%)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 279

Holders
778
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.79%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
68
Increased
244
Reduced
279
Closed
58
Calls
$25.9M
Puts
$13.2M
Net Calls
+$12.7M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$609K +$5.01K +35 +0.9%
CAPTRUST Financial Advisors
452
CAPTRUST Financial Advisors
North Carolina
$602K -$41.8K -292 -7%
HPC
453
HM Payson & Co
Maine
$598K +$579K +4,047 New
SI
454
Stephens Inc
Arkansas
$597K +$9.59K +67 +2%
Janney Montgomery Scott
455
Janney Montgomery Scott
Pennsylvania
$596K +$34.1K +238 +6%
AI
456
Atria Investments
North Carolina
$593K -$193K -1,346 -25%
FWM
457
Frontier Wealth Management
Missouri
$593K
CWM
458
Chesapeake Wealth Management
Virginia
$582K -$80.1K -560 -12%
Northwestern Mutual Wealth Management
459
Northwestern Mutual Wealth Management
Wisconsin
$575K -$3.15K -22 -0.6%
GC
460
Globeflex Capital
California
$574K
MSE
461
MUFG Securities EMEA
United Kingdom
$568K -$6.87M -48,016 -93%
CWM
462
Cornerstone Wealth Management
Missouri
$568K +$1.81M +12,621 +17%
BCM
463
Bayesian Capital Management
New York
$558K +$68.1K +476 +14%
SC
464
SRB Corp
Massachusetts
$555K +$20K +140 +4%
MYLI
465
Meiji Yasuda Life Insurance
Japan
$555K +$28.6K +200 +6%
BFS
466
Bradley Foster & Sargent
Connecticut
$552K
CTC
467
Central Trust Company
Missouri
$548K
FANJ
468
Financial Architects (New Jersey)
New Jersey
$540K +$18.9K +132 +4%
CC
469
ClearArc Capital
Ohio
$539K -$5.01K -35 -1%
CI
470
Cigna Investments
Connecticut
$531K -$66.4K -464 -10%
OAM
471
Oppenheimer Asset Management
New York
$528K -$27.5K -192 -5%
PA
472
Profund Advisors
Maryland
$527K +$8.3K +58 +2%
SPC
473
Stewart & Patten Company
California
$509K
WSCM
474
Wellington Shields Capital Management
New York
$498K
MBT
475
Montecito Bank & Trust
California
$487K +$121K +846 +34%

AMP Hedge Fund Activity: Q3 2018 in Review

778 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2018, worth a combined $17.4B — up 3.3% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AMP positions and 58 closed out — a net gain of 10 holders — while 244 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $148M. The largest seller was AQR Capital Management, cutting an estimated $151M.

  • 778 institutional investors held Ameriprise Financial (AMP) as of Q3 2018, up from 775 in Q2 2018.
  • Funds reported $17.4B of Ameriprise Financial stock for Q3 2018, up 3.3% quarter-over-quarter.
  • 68 funds opened new Ameriprise Financial positions in Q3 2018 and 58 closed out, a net change of +10 holders.
  • The largest Ameriprise Financial buyer in Q3 2018 was T. Rowe Price Associates, an estimated $148M added.
  • The largest Ameriprise Financial seller in Q3 2018 was AQR Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2018.