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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
LSAG
551
Lake Street Advisors Group
New Hampshire
$281K -$88.7K -620 -25%
FHA
552
Flagship Harbor Advisors
Massachusetts
$280K +$48.4K +338 +22%
FA
553
Fortis Advisors
Pennsylvania
$275K
SO
554
STRS Ohio
Ohio
$270K
SS
555
Simplicity Solutions
Minnesota
$268K -$46.8K -327 -15%
CFN
556
Cordasco Financial Network
Florida
$266K
FIG
557
FundX Investment Group
California
$266K
QIM
558
Quantitative Investment Management
Virginia
$265K -$2.68M -18,700 -91%
ONB
559
Old National Bancorp
Indiana
$264K -$18.2K -127 -7%
ECM
560
Estabrook Capital Management
New York
$262K
BAS
561
Brown Advisory Securities
Maryland
$257K +$6.87K +48 +3%
EWM
562
Evercore Wealth Management
New York
$255K +$28.9K +202 +13%
TF
563
Tompkins Financial
New York
$252K
IB
564
Intrust Bank
Kansas
$250K
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$246K +$3.58K +25 +2%
EWA
566
EP Wealth Advisors
California
$246K +$238K +1,664 New
WB
567
Webster Bank
Connecticut
$244K -$18.6K -130 -7%
ClearBridge Investments
568
ClearBridge Investments
New York
$244K +$143 +1 +0.1%
SRAM
569
Stone Ridge Asset Management
New York
$243K
CDH
570
Charles D. Hyman
$240K
PWAG
571
Polaris Wealth Advisory Group
California
$240K +$233K +1,626 New
EGA
572
Eagle Global Advisors
Texas
$237K
LOAME
573
Lombard Odier Asset Management (Europe)
United Kingdom
$234K
PNC
574
Park National Corp
Ohio
$231K
CC
575
Courier Capital
New York
$229K +$2.86K +20 +1%

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.