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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
EFS
576
Essex Financial Services
Connecticut
$439K +$536 +2 +0.1%
Dodge & Cox
577
Dodge & Cox
California
$434K
LC
578
Lindbrook Capital
California
$434K +$12.9K +48 +3%
KA
579
Kovack Advisors
Florida
$433K -$82.8K -309 -15%
CDH
580
Charles D. Hyman
$429K
DW
581
Domani Wealth
Pennsylvania
$428K
SIG
582
Stonegate Investment Group
Alabama
$426K +$2.68K +10 +0.6%
BAM
583
Belpointe Asset Management
Nevada
$425K -$16.3K -61 -3%
HW
584
Hancock Whitney
Mississippi
$425K -$3.21K -12 -0.7%
NWM
585
Northcape Wealth Management
New York
$424K -$4.02K -15 -0.8%
EFL
586
ERn Financial LLC
Wisconsin
$422K +$4.82K +18 +1%
Vontobel Holding
587
Vontobel Holding
Switzerland
$421K -$78.5K -293 -14%
BCV
588
Banque Cantonale Vaudoise
Switzerland
$421K
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$418K +$137K +512 +41%
PA
590
Procyon Advisors
Connecticut
$416K +$3.75K +14 +0.8%
ATC
591
Argent Trust Co
Tennessee
$411K +$35.6K +133 +8%
PCM
592
Pointe Capital Management
Michigan
$409K
SIA
593
Schechter Investment Advisors
Michigan
$404K -$260K -970 -36%
MGP
594
Metis Global Partners
California
$404K -$17.9K -67 -4%
GF
595
Gabelli Funds
New York
$404K
COCM
596
Charter Oak Capital Management
New Hampshire
$400K
CGL
597
Clarius Group LLC
Washington
$399K +$8.84K +33 +2%
EWS
598
Evergreen Wealth Solutions
Pennsylvania
$397K +$56.8K +212 +15%
GBT
599
Grove Bank & Trust
Florida
$396K -$27.1K -101 -6%
EAM
600
Empirical Asset Management
Massachusetts
$396K -$21.2K -79 -5%

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.