We are live on ! Find out more
AMP icon

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
BAM
576
Berkshire Asset Management
Pennsylvania
$229K +$222K +1,553 New
DWT
577
Dorsey & Whitney Trust
South Dakota
$227K -$6.58K -46 -3%
Nomura Holdings
578
Nomura Holdings
Japan
$225K -$113K -788 -34%
Bessemer Group
579
Bessemer Group
New Jersey
$225K -$859 -6 -0.4%
KS
580
Karpas Strategies
Connecticut
$224K
MIFH
581
Migdal Insurance & Financial Holdings
Israel
$224K +$97K +678 +81%
AWM
582
Aries Wealth Management
Maine
$223K
HSA
583
HBK Sorce Advisory
Pennsylvania
$222K -$572 -4 -0.3%
PFPT
584
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K +$215K +1,504 New
CNBT
585
Canandaigua National Bank & Trust
New York
$221K
TH
586
TCTC Holdings
Texas
$219K
TC
587
Trilogy Capital
California
$216K +$202K +1,409 +2,472%
CCA
588
Checchi Capital Advisers
California
$216K +$210K +1,466 New
GBT
589
Grove Bank & Trust
Florida
$215K -$859 -6 -0.4%
CBA
590
Coastal Bridge Advisors
Connecticut
$215K +$572 +4 +0.3%
RIM
591
Rampart Investment Management
Connecticut
$214K +$235K +1,642 +28%
FMWA
592
Forvis Mazars Wealth Advisors
Missouri
$211K -$572 -4 -0.3%
LWM
593
Lyell Wealth Management
California
$211K
GAG
594
GM Advisory Group
New York
$209K +$203K +1,416 New
CCFCSB
595
Cape Cod Five Cents Savings Bank
Massachusetts
$208K +$202K +1,410 New
IA
596
IFG Advisory
Georgia
$207K +$201K +1,402 New
TIM
597
Thompson Investment Management
Wisconsin
$207K +$201K +1,402 New
CAN
598
Cetera Advisor Networks
California
$205K +$199K +1,391 New
JCM
599
Jacobi Capital Management
Pennsylvania
$202K +$32.3K +226 +20%
SCM
600
Shelton Capital Management
Colorado
$202K +$196K +1,369 New

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.