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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
GCM
676
Gables Capital Management
Florida
$35K +$35.4K +250 New
RWA
677
Ropes Wealth Advisors
Massachusetts
$33K
BBA
678
Braun-Bostich & Associates
Pennsylvania
$31K
OFW
679
Omnia Family Wealth
Florida
$30K
BWM
680
BerganKDV Wealth Management
Minnesota
$30K +$30.2K +213 New
WIM
681
Westside Investment Management
California
$29.6K -$1.13K -8 -4%
AAC
682
Asset Advisors Corp
Georgia
$28K -$70.9K -500 -71%
GFP
683
Gryphon Financial Partners
Ohio
$28K -$709 -5 -2%
FMTCOCP
684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K
FFC
685
First Financial Corp
Indiana
$28K
OIA
686
OneDigital Investment Advisors
Kansas
$28K +$3.97K +28 +16%
WPA
687
West Paces Advisors
Georgia
$27.6K +$4.54K +32 +19%
AWM
688
AllSquare Wealth Management
New York
$27K +$26.9K +190 New
SCM
689
Silvant Capital Management
Georgia
$26K
CC
690
Claybrook Capital
Massachusetts
$25K
FNB
691
Farmers National Bank
Kentucky
$25K
TSW
692
Thompson Siegel & Walmsley
Virginia
$25K
ADL
693
Asset Dedication LLC
California
$24K
LWA
694
Lowe Wealth Advisors
Maryland
$23K
BFEC
695
Benjamin F. Edwards & Company
Missouri
$22K
CB
696
Community Bank
New York
$21K
OC
697
Oakworth Capital
Alabama
$21K
LC
698
Landaas & Company
Wisconsin
$21K +$21.3K +150 New
PA
699
Perennial Advisors
New York
$20K
PW
700
Price Wealth
Texas
$20K +$10.3K +73 +100%

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.