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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
GLI
651
Guardian Life Insurance
New York
$56K +$8.93K +63 +19%
SMFS
652
Squar Milner Financial Services
California
$56K +$56.3K +397 New
SLF
653
Sun Life Financial
Ontario, Canada
$55K +$41.7K +294 +297%
BWA
654
Burt Wealth Advisors
Maryland
$54K
ZB
655
Zions Bancorporation
Utah
$53K -$2.69K -19 -5%
LA
656
Legacy Advisors
Pennsylvania
$52K
DSC
657
Duncker Streett & Co
Missouri
$51K
TL
658
TrueWealth LLC
Georgia
$51K
Parallax Volatility Advisers
659
Parallax Volatility Advisers
California
$51K +$1.84K +13 +4%
TWA
660
TCI Wealth Advisors
Arizona
$50K
TFS
661
TrustCore Financial Services
Tennessee
$50K
KA
662
Kaizen Advisory
Illinois
$50K +$30.5K +215 +148%
WT
663
Washington Trust
Rhode Island
$49K +$49.6K +350 New
PCA
664
Providence Capital Advisors
North Carolina
$46K
CAW
665
Cornerstone Advisors (Washington)
Washington
$46K +$1.98K +14 +4%
LNB
666
Ledyard National Bank
$46K +$7.8K +55 +20%
WTC
667
WhitTier Trust Company
Nevada
$44K -$66.3K -468 -60%
OIA
668
Optimum Investment Advisors
Illinois
$44K
PG
669
Patten Group
Tennessee
$43K
Acadian Asset Management
670
Acadian Asset Management
Massachusetts
$40K -$6.92M -48,848 -99%
KTC
671
Kistler-Tiffany Companies
Pennsylvania
$38K +$709 +5 +2%
WTB
672
Washington Trust Bank
Washington
$37K -$5.81K -41 -13%
EWM
673
Elite Wealth Management
Washington
$37K
WEC
674
Winslow Evans & Crocker
Massachusetts
$36K -$32K -226 -48%
CBT
675
Central Bank & Trust
Kentucky
$36K

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.