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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
IWA
651
IBEX Wealth Advisors
New Jersey
$309K +$14.7K +55 +4%
BCM
652
Becker Capital Management
Oregon
$309K +$107K +400 +45%
AW
653
Apricus Wealth
South Carolina
$308K -$229K -855 -40%
BAS
654
Brown Advisory Securities
Maryland
$308K -$108K -404 -24%
IC
655
Inscription Capital
Texas
$308K +$347K +1,294 New
VBFP
656
Valtinson Bruner Financial Planning
Minnesota
$308K +$347K +1,295 New
IA
657
IFP Advisors
Florida
$305K
TI
658
Tidal Investments
Wisconsin
$304K -$2.95K -11 -0.9%
MG
659
Mather Group
Illinois
$304K +$28.9K +108 +9%
LNC
660
Lincoln National Corp
Pennsylvania
$304K +$54.6K +204 +19%
BDF
661
Balasa Dinverno & Foltz
$303K +$90.8K +339 +36%
KFP
662
KMG Fiduciary Partners
Ohio
$299K
BP
663
Ballentine Partners
Massachusetts
$298K -$7.23K -27 -2%
SICM
664
Sustainable Insight Capital Management
New York
$296K
TCPWM
665
Traverso Chambers Private Wealth Management
California
$295K
AA
666
ALPS Advisors
Colorado
$294K -$3.48K -13 -1%
SC
667
Scotia Capital
Ontario, Canada
$292K -$120K -449 -27%
TW
668
Transform Wealth
Colorado
$292K -$8.84K -33 -3%
QI
669
Qtron Investments
Massachusetts
$290K
FBT
670
First Bank & Trust
South Dakota
$289K +$28.1K +105 +9%
MWM
671
Mission Wealth Management
California
$288K +$325K +1,213 New
WC
672
Weil Company
California
$285K
PA
673
Profund Advisors
Maryland
$283K -$96.4K -360 -23%
FMLI
674
Fukoku Mutual Life Insurance
Japan
$283K -$88.9K -332 -22%
AP
675
Americana Partners
Texas
$281K -$3.75K -14 -1%

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.