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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
476
Cornerstone Wealth Management
Missouri
$518K +$10.3M +72,937 New
CC
477
ClearArc Capital
Ohio
$515K -$730K -5,147 -58%
SC
478
SRB Corp
Massachusetts
$506K +$327K +2,310 +176%
MYLI
479
Meiji Yasuda Life Insurance
Japan
$498K -$1.42K -10 -0.3%
CFA
480
Camarda Financial Advisors
Florida
$494K +$22.1K +156 +5%
FANJ
481
Financial Architects (New Jersey)
New Jersey
$493K +$5.95K +42 +1%
PA
482
Profund Advisors
Maryland
$491K -$71.9K -507 -13%
JG
483
Jefferies Group
New York
$484K -$5.81M -40,984 -92%
SPC
484
Stewart & Patten Company
California
$482K
WSCM
485
Wellington Shields Capital Management
New York
$472K
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$467K
BCM
487
Bayesian Capital Management
New York
$462K +$468K +3,300 New
TPWA
488
TRUE Private Wealth Advisors
Oregon
$454K +$45.4K +320 +11%
TCOV
489
Trust Company of Vermont
Vermont
$453K +$31.5K +222 +7%
CIC
490
Chilton Investment Company
Connecticut
$448K
JA
491
JOYN Advisors
Georgia
$447K -$614K -4,335 -58%
AAM
492
Aureus Asset Management
Massachusetts
$441K +$72.7K +513 +19%
HCM
493
Howland Capital Management
Massachusetts
$436K
SC
494
Savant Capital
Illinois
$430K
UB
495
UMB Bank
Missouri
$427K +$3.26K +23 +0.8%
CFG
496
Citizens Financial Group
Rhode Island
$424K -$102K -717 -19%
W
497
Wealthfront
California
$423K -$458K -3,234 -52%
Mariner
498
Mariner
Kansas
$422K +$118K +836 +38%
GF
499
Gabelli Funds
New York
$420K
PI
500
Pettee Investors
Connecticut
$420K

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.