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Ameriprise Financial

802 hedge funds and large institutions have $16.5B invested in Ameriprise Financial in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 258 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $14.6B → $16.5B (+$1.9B)

5% more funds holding

Funds holding: 761802 (+41)

0.9% less ownership

Funds ownership: 84.59%83.69% (-0.9%)

9% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 282

24% less call options, than puts

Call options by funds: $45M | Put options by funds: $59M

Holders
802
Holders Change
+41
Holders Change %
+5.39%
% of All Funds
17.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
112
Increased
258
Reduced
282
Closed
63
Calls
$45M
Puts
$59M
Net Calls
-$14M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
$635K -$2.02K -14 -0.3%
CA
452
Cullinan Associates
Kentucky
$635K
FRM
453
Fox Run Management
Connecticut
$631K +$628K +4,348 New
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$624K +$6.07K +42 +1%
DCM
455
Dean Capital Management
Kansas
$624K +$622K +4,302 New
RTC
456
Riverview Trust Company
Washington
$619K
QI
457
Qtron Investments
Massachusetts
$616K +$613K +4,243 New
FCA
458
FinTrust Capital Advisors
South Carolina
$608K +$537K +3,713 +782%
PAM
459
Palisade Asset Management
Minnesota
$604K
PCA
460
Peddock Capital Advisors
Massachusetts
$598K +$10.1K +70 +2%
VF
461
Virtu Financial
New York
$594K -$14.2K -98 -2%
FWM
462
Frontier Wealth Management
Missouri
$591K
JCM
463
Jacobi Capital Management
Pennsylvania
$587K +$74.9K +518 +15%
AP
464
Appleton Partners
Massachusetts
$584K -$52K -360 -8%
AMI
465
Amica Mutual Insurance
Rhode Island
$578K -$298K -2,063 -34%
GG
466
Gofen & Glossberg
Illinois
$575K -$7.23K -50 -1%
LIA
467
LS Investment Advisors
Michigan
$573K -$18.2K -126 -3%
MBT
468
Montecito Bank & Trust
California
$570K +$69.5K +481 +14%
AA
469
Ancora Advisors
Ohio
$565K -$67.2K -465 -11%
HPC
470
HM Payson & Co
Maine
$562K +$560K +3,874 New
CTC
471
Central Trust Company
Missouri
$561K +$2.46K +17 +0.5%
CI
472
Cigna Investments
Connecticut
$553K -$43.9K -304 -7%
FT
473
Fiduciary Trust
Massachusetts
$549K +$117K +806 +27%
Rockefeller Capital Management
474
Rockefeller Capital Management
New York
$544K +$170K +1,173 +46%
MPM
475
Meritage Portfolio Management
Kansas
$541K +$539K +3,727 New

AMP Hedge Fund Activity: Q2 2019 in Review

802 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2019, worth a combined $16.5B — up 13% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMP positions and 63 closed out — a net gain of 49 holders — while 258 added to existing stakes and 282 trimmed.

The largest buyer was Man Group, adding an estimated $136M. The largest seller was Norges Bank, cutting an estimated $280M.

  • 802 institutional investors held Ameriprise Financial (AMP) as of Q2 2019, up from 761 in Q1 2019.
  • Funds reported $16.5B of Ameriprise Financial stock for Q2 2019, up 13% quarter-over-quarter.
  • 112 funds opened new Ameriprise Financial positions in Q2 2019 and 63 closed out, a net change of +49 holders.
  • The largest Ameriprise Financial buyer in Q2 2019 was Man Group, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q2 2019 was Norges Bank, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2019.