We are live on ! Find out more
AMP icon

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
IAS
626
IMA Advisory Services
Colorado
$110K +$111K +785 New
PA
627
Parallel Advisors
California
$108K
OFS
628
Orrstown Financial Services
Pennsylvania
$106K
AF
629
Advisornet Financial
Minnesota
$99K +$6.24K +44 +7%
ACM
630
AUA Capital Management
Pennsylvania
$94K -$27.4K -193 -22%
WT
631
Whittier Trust
California
$94K -$9.64K -68 -9%
GWM
632
Geneos Wealth Management
Colorado
$93K +$142 +1 +0.1%
BAM
633
Barrett Asset Management
New York
$90K
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$85K -$4.25K -30 -5%
CCM
635
Covington Capital Management
California
$83K
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$2.41K +17 +3%
CAL
637
Capital Analysts LLC
Pennsylvania
$79K
IWP
638
Icon Wealth Partners
Texas
$77K +$77.8K +549 New
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K -$10.3K -73 -12%
EIP
640
Epoch Investment Partners
New York
$70.2K -$8.57M -60,440 -11%
SIAS
641
Shine Investment Advisory Services
Colorado
$70K
Rockefeller Capital Management
642
Rockefeller Capital Management
New York
$70K +$40.7K +287 +136%
NIMI
643
Natixis Investment Managers International
France
$64K +$64.6K +456 New
CA
644
Crewe Advisors
Utah
$62K -$47.9K -338 -43%
PMFA
645
Plante Moran Financial Advisors
Michigan
$62K -$2.55K -18 -4%
M
646
MOTCO
Texas
$62K +$6.8K +48 +12%
MFW
647
Mosaic Family Wealth
Missouri
$60K +$8.93K +63 +17%
PCP
648
Proficio Capital Partners
Massachusetts
$57K -$567 -4 -1%
BCA
649
Bray Capital Advisors
Florida
$56K
Fuller & Thaler Asset Management
650
Fuller & Thaler Asset Management
California
$56K

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.