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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
CBA
601
Coastal Bridge Advisors
Connecticut
$204K +$567 +4 +0.3%
LWM
602
Lyell Wealth Management
California
$200K
FMWA
603
Forvis Mazars Wealth Advisors
Missouri
$200K +$1.56K +11 +0.8%
FMLI
604
Fukoku Mutual Life Insurance
Japan
$187K
LFA
605
Legacy Financial Advisors
Kentucky
$187K +$155K +1,094 +486%
FWM
606
Focused Wealth Management
New York
$182K
RCAG
607
Rehmann Capital Advisory Group
Michigan
$178K +$1.56K +11 +0.9%
FMT
608
First Mercantile Trust
Tennessee
$166K +$169K +1,190 New
EA
609
Edge Advisors
Georgia
$163K +$26.4K +186 +19%
GRP
610
Global Retirement Partners
California
$160K +$11.3K +80 +8%
JCM
611
Jacobi Capital Management
Pennsylvania
$160K +$38K +268 +31%
ST
612
Smithfield Trust
Pennsylvania
$156K +$6.66K +47 +4%
DBT
613
Dubuque Bank & Trust
Iowa
$154K +$4.68K +33 +3%
VFA
614
Valeo Financial Advisors
Indiana
$147K +$55.1K +389 +57%
ARMT
615
Amica Retiree Medical Trust
Rhode Island
$145K
GXMC
616
Global X Management Company
New York
$133K -$157K -1,107 -54%
AWM
617
Aevitas Wealth Management
Massachusetts
$130K +$850 +6 +0.7%
RE
618
RBC Europe
United Kingdom
$124K
GBBWRPM
619
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$119K +$709 +5 +0.6%
LPIC
620
LeJeune Puetz Investment Counsel
Michigan
$119K +$120K +850 New
MIFH
621
Migdal Insurance & Financial Holdings
Israel
$118K +$118K +830 +8,300%
S
622
SignatureFD
Georgia
$117K +$26.9K +190 +30%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K
SWM
624
SeaCrest Wealth Management
New York
$112K +$26.8K +189 +31%
FBT
625
First Bank & Trust
South Dakota
$111K +$30.6K +216 +37%

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.