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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
JA
501
JOYN Advisors
Georgia
$403K -$66.8K -467 -15%
SWP
502
Stratos Wealth Partners
Ohio
$402K -$35.6K -249 -8%
UB
503
UMB Bank
Missouri
$400K -$48.9K -342 -11%
DW
504
Domani Wealth
Pennsylvania
$399K
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$396K -$6.3K -44 -2%
HK
506
Horizon Kinetics
New York
$396K
LOAMS
507
Lombard Odier Asset Management (Switzerland)
Switzerland
$390K +$378K +2,640 New
AIP
508
Ameritas Investment Partners
Nebraska
$389K -$21.8K -152 -5%
CSIC
509
Clifford Swan Investment Counsel
California
$387K
HS
510
HighVista Strategies
Massachusetts
$384K +$14.3K +100 +4%
PIM
511
Penobscot Investment Management
Massachusetts
$380K
UWM
512
USAdvisors Wealth Management
Minnesota
$376K +$2.29K +16 +0.6%
LC
513
Lourd Capital
California
$372K +$360K +2,517 New
Mariner
514
Mariner
Kansas
$371K -$72.4K -506 -17%
STA
515
Summit Trail Advisors
New York
$370K +$57.8K +404 +19%
CCG
516
Ceeto Capital Group
Florida
$369K
FQ
517
First Quadrant
California
$369K
PCM
518
Pointe Capital Management
Michigan
$363K
ZCA
519
Zeke Capital Advisors
Pennsylvania
$360K +$8.16K +57 +2%
BBA
520
BLB&B Advisors
Pennsylvania
$359K +$26K +182 +8%
HCM
521
Hilton Capital Management
New York
$354K
VF
522
Virtu Financial
New York
$353K -$46.2K -323 -12%
VRM
523
Vectors Research Management
New York
$352K +$358K +2,500 New
CFA
524
Carroll Financial Associates
North Carolina
$350K +$1.15K +8 +0.3%
Fayez Sarofim & Co
525
Fayez Sarofim & Co
Texas
$349K

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.