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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
FQ
526
First Quadrant
California
$350K
HS
527
HighVista Strategies
Massachusetts
$350K +$128K +900 +56%
PCM
528
Pointe Capital Management
Michigan
$344K -$70.9K -500 -17%
MBT
529
Montecito Bank & Trust
California
$343K +$34.4K +243 +11%
HCM
530
Hilton Capital Management
New York
$336K
ZCA
531
Zeke Capital Advisors
Pennsylvania
$333K -$112K -787 -25%
CFA
532
Carroll Financial Associates
North Carolina
$330K
Fayez Sarofim & Co
533
Fayez Sarofim & Co
Texas
$330K
MCM
534
Manchester Capital Management
Vermont
$327K +$137K +964 +70%
MPI
535
Mairs & Power Inc
Minnesota
$326K
Nomura Holdings
536
Nomura Holdings
Japan
$322K -$1.87M -13,177 -85%
ECM
537
Everence Capital Management
Indiana
$320K
HAG
538
HighPoint Advisor Group
Illinois
$318K +$1.98K +14 +0.6%
MCM
539
MAI Capital Management
Ohio
$316K +$23.8K +168 +8%
BBA
540
BLB&B Advisors
Pennsylvania
$315K
AWCI
541
Alpine Woods Capital Investors
New York
$315K +$21.3K +150 +7%
PCM
542
Perritt Capital Management
Illinois
$311K
FPCG
543
Fort Pitt Capital Group
Pennsylvania
$309K -$14.2K -100 -4%
FBA
544
Front Barnett Associates
Illinois
$306K
YWP
545
YorkBridge Wealth Partners
New York
$302K
SS
546
Simplicity Solutions
Minnesota
$300K +$304K +2,144 New
PCG
547
Private Capital Group
Connecticut
$298K
STA
548
Summit Trail Advisors
New York
$294K +$298K +2,100 New
WAM
549
Wealthspire Advisors (Maryland)
Maryland
$287K -$101K -712 -26%
GAM
550
Guinness Asset Management
United Kingdom
$287K

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.