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Ameriprise Financial

954 hedge funds and large institutions have $21.2B invested in Ameriprise Financial in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 320 increasing their positions, 361 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $29.5M

1.24% less ownership

Funds ownership: 82.83%81.6% (-1.2%)

4% less funds holding

Funds holding: 994954 (-40)

11% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 361

23% less capital invested

Capital invested by funds: $27.4B → $21.2B (-$6.17B)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 111

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
954
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
16.07%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
86
Increased
320
Reduced
361
Closed
111
Calls
$30.2M
Puts
$29.5M
Net Calls
+$758K
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
501
Cerro Pacific Wealth Advisors
California
$637K -$303K -1,131 -30%
JF
502
Jump Financial
Illinois
$636K +$716K +2,674 New
BFA
503
BMS Financial Advisors
South Dakota
$635K +$41K +153 +6%
KWM
504
Kingsview Wealth Management
Oregon
$633K
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$632K +$4.55K +17 +0.6%
TSS
506
Two Sigma Securities
New York
$632K +$712K +2,657 New
PCS
507
Personal CFO Solutions
New Jersey
$631K -$86.5K -323 -11%
HFM
508
Harvest Fund Management
China
$629K
PT
509
Plimoth Trust
Massachusetts
$620K -$13.4K -50 -2%
LP
510
LMR Partners
United Kingdom
$618K -$496K -1,853 -42%
VEA
511
Virtus ETF Advisers
New York
$613K +$691K +2,579 New
HAG
512
HighPoint Advisor Group
Illinois
$611K +$701K +2,616 New
FCFC
513
First Commonwealth Financial Corp
Pennsylvania
$610K +$37.5K +140 +6%
BSW
514
Buckingham Strategic Wealth
Missouri
$603K +$2.68K +10 +0.4%
BFM
515
Boothbay Fund Management
New York
$603K +$679K +2,535 New
BFA
516
Brendel Financial Advisors
New Hampshire
$602K
HC
517
HNP Capital
New York
$594K
VRM
518
Vectors Research Management
New York
$594K
HI
519
Horizon Investments
North Carolina
$586K -$503K -1,878 -43%
PP
520
Prudential plc
United Kingdom
$586K +$14.2K +53 +2%
Wolverine Trading
521
Wolverine Trading
Illinois
$581K -$369K -1,379 -36%
GIA
522
Gateway Investment Advisers
Ohio
$579K +$1.34K +5 +0.2%
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$578K +$382K +1,425 +141%
YIH
524
Y-Intercept (HK)
Hong Kong
$576K +$434K +1,620 +202%
VIA
525
Vident Investment Advisory
Georgia
$572K +$41K +153 +7%

AMP Hedge Fund Activity: Q2 2022 in Review

954 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2022, worth a combined $21.2B — down 23% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of AMP and 86 opened new positions — a net loss of 25 holders — while 361 trimmed existing stakes and 320 added.

The largest buyer was Morgan Stanley, adding an estimated $132M. The largest seller was JP Morgan Chase, cutting an estimated $157M.

  • 954 institutional investors held Ameriprise Financial (AMP) as of Q2 2022, down from 994 in Q1 2022.
  • Funds reported $21.2B of Ameriprise Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q2 2022 and 111 closed out, a net change of -25 holders.
  • The largest Ameriprise Financial buyer in Q2 2022 was Morgan Stanley, an estimated $132M added.
  • The largest Ameriprise Financial seller in Q2 2022 was JP Morgan Chase, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2022.