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Ameriprise Financial

802 hedge funds and large institutions have $16.5B invested in Ameriprise Financial in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 258 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $14.6B → $16.5B (+$1.9B)

5% more funds holding

Funds holding: 761802 (+41)

0.9% less ownership

Funds ownership: 84.59%83.69% (-0.9%)

9% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 282

24% less call options, than puts

Call options by funds: $45M | Put options by funds: $59M

Holders
802
Holders Change
+41
Holders Change %
+5.39%
% of All Funds
17.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
112
Increased
258
Reduced
282
Closed
63
Calls
$45M
Puts
$59M
Net Calls
-$14M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
626
Webster Bank
Connecticut
$199K
HH
627
HWG Holdings
Texas
$195K +$194K +1,343 New
PCM
628
Prelude Capital Management
New York
$186K +$40.2K +278 +28%
S
629
SignatureFD
Georgia
$176K -$145 -1 -0.1%
ClearBridge Investments
630
ClearBridge Investments
New York
$169K +$145 +1 +0.1%
BAM
631
Belpointe Asset Management
Nevada
$165K -$14.9K -103 -8%
FMLI
632
Fukoku Mutual Life Insurance
Japan
$165K
BBHC
633
Brown Brothers Harriman & Co
New York
$161K +$152K +1,053 +1,987%
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$144K
SMFS
635
Squar Milner Financial Services
California
$141K +$64.8K +448 +86%
YWP
636
YorkBridge Wealth Partners
New York
$138K -$1.45K -10 -1%
S
637
Seeyond
France
$133K -$29.1K -201 -18%
RE
638
RBC Europe
United Kingdom
$129K
TFS
639
TrustCore Financial Services
Tennessee
$128K +$75.2K +520 +144%
FBT
640
First Bank & Trust
South Dakota
$127K +$14.6K +101 +13%
PRC
641
Pearl River Capital
Michigan
$126K +$125K +868 New
CAL
642
Capital Analysts LLC
Pennsylvania
$123K
LPIC
643
LeJeune Puetz Investment Counsel
Michigan
$123K
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K +$6.21K +43 +5%
FPS
645
Fieldpoint Private Securities
Connecticut
$123K +$122K +845 New
PGAM
646
Princeton Global Asset Management
New Jersey
$122K
WTC
647
WhitTier Trust Company
Nevada
$117K
LC
648
Lindbrook Capital
California
$117K +$2.31K +16 +2%
CCM
649
Covington Capital Management
California
$117K +$35K +242 +43%
CB
650
CNB Bank
Pennsylvania
$116K +$116K +802 New

AMP Hedge Fund Activity: Q2 2019 in Review

802 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2019, worth a combined $16.5B — up 13% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMP positions and 63 closed out — a net gain of 49 holders — while 258 added to existing stakes and 282 trimmed.

The largest buyer was Man Group, adding an estimated $136M. The largest seller was Norges Bank, cutting an estimated $280M.

  • 802 institutional investors held Ameriprise Financial (AMP) as of Q2 2019, up from 761 in Q1 2019.
  • Funds reported $16.5B of Ameriprise Financial stock for Q2 2019, up 13% quarter-over-quarter.
  • 112 funds opened new Ameriprise Financial positions in Q2 2019 and 63 closed out, a net change of +49 holders.
  • The largest Ameriprise Financial buyer in Q2 2019 was Man Group, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q2 2019 was Norges Bank, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2019.