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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
SRAM
576
Stone Ridge Asset Management
New York
$230K
PWPS
577
Pinnacle Wealth Planning Services
Ohio
$229K +$17K +120 +8%
AWM
578
AE Wealth Management
Kansas
$227K -$10.6K -75 -4%
CDH
579
Charles D. Hyman
$227K
EGA
580
Eagle Global Advisors
Texas
$225K
EMG
581
Ellington Management Group
Connecticut
$224K +$227K +1,600 New
DWT
582
Dorsey & Whitney Trust
South Dakota
$222K -$14.7K -104 -6%
IAA
583
Independent Advisor Alliance
North Carolina
$222K +$3.69K +26 +2%
LOAME
584
Lombard Odier Asset Management (Europe)
United Kingdom
$221K
AWM
585
Aries Wealth Management
Maine
$220K -$20.8K -147 -9%
PNC
586
Park National Corp
Ohio
$219K +$14K +99 +7%
CPH
587
C Partners Holding
Switzerland
$218K +$33.3K +235 +18%
TA
588
Tiedemann Advisors
New York
$217K +$220K +1,550 New
FHA
589
Flagship Harbor Advisors
Massachusetts
$215K +$1.28K +9 +0.6%
N
590
Nuveen
North Carolina
$215K +$521K +3,678 +3%
EWM
591
Evercore Wealth Management
New York
$214K -$444K -3,134 -67%
Bessemer Group
592
Bessemer Group
New Jersey
$214K -$50K -353 -19%
CC
593
Courier Capital
New York
$214K
KS
594
Karpas Strategies
Connecticut
$213K
IUHSA
595
Itau Unibanco Holding S.A.
Brazil
$212K -$1.05M -7,428 -83%
HSA
596
HBK Sorce Advisory
Pennsylvania
$211K -$39.7K -280 -16%
CNBT
597
Canandaigua National Bank & Trust
New York
$210K -$1.28K -9 -0.6%
TH
598
TCTC Holdings
Texas
$207K
DCM
599
Dupont Capital Management
Delaware
$207K +$70.2K +495 +50%
GBT
600
Grove Bank & Trust
Florida
$205K

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.