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Ameriprise Financial

778 hedge funds and large institutions have $17.4B invested in Ameriprise Financial in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 244 increasing their positions, 279 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $13.2M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

3% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$558M)

0% more funds holding

Funds holding: 775778 (+3)

0.65% less ownership

Funds ownership: 83.97%83.33% (-0.65%)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 279

Holders
778
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.79%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
68
Increased
244
Reduced
279
Closed
58
Calls
$25.9M
Puts
$13.2M
Net Calls
+$12.7M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
Balentine LLC
Georgia
$34K +$33.3K +233 New
BBA
677
Braun-Bostich & Associates
Pennsylvania
$33K
EWM
678
Elite Wealth Management
Washington
$32K
OFW
679
Omnia Family Wealth
Florida
$32K
BWM
680
BerganKDV Wealth Management
Minnesota
$31K
MCM
681
MV Capital Management
Maryland
$31K +$12.2K +85 +67%
WEC
682
Winslow Evans & Crocker
Massachusetts
$30K -$7.16K -50 -20%
FFC
683
First Financial Corp
Indiana
$30K
OIA
684
OneDigital Investment Advisors
Kansas
$30K
AAIM
685
Asset Advisors Investment Management
Georgia
$30K +$28.6K +200 New
WPA
686
West Paces Advisors
Georgia
$29.1K
FMTCOCP
687
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
AWM
688
AllSquare Wealth Management
New York
$28K
CC
689
Claybrook Capital
Massachusetts
$27K
SCM
690
Silvant Capital Management
Georgia
$27K
ADL
691
Asset Dedication LLC
California
$26K
TSW
692
Thompson Siegel & Walmsley
Virginia
$26K
LWA
693
Lowe Wealth Advisors
Maryland
$25K
APA
694
American Portfolios Advisors
New York
$24.4K +$14.2K +99 +150%
WIM
695
Westside Investment Management
California
$22.6K -$8.3K -58 -28%
CB
696
Community Bank
New York
$22K
OC
697
Oakworth Capital
Alabama
$22K
PA
698
Perennial Advisors
New York
$21K
APP
699
Avantax Planning Partners
Iowa
$20K +$19.5K +136 New
AIM
700
Anchor Investment Management
South Carolina
$19.5K

AMP Hedge Fund Activity: Q3 2018 in Review

778 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2018, worth a combined $17.4B — up 3.3% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AMP positions and 58 closed out — a net gain of 10 holders — while 244 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $148M. The largest seller was AQR Capital Management, cutting an estimated $151M.

  • 778 institutional investors held Ameriprise Financial (AMP) as of Q3 2018, up from 775 in Q2 2018.
  • Funds reported $17.4B of Ameriprise Financial stock for Q3 2018, up 3.3% quarter-over-quarter.
  • 68 funds opened new Ameriprise Financial positions in Q3 2018 and 58 closed out, a net change of +10 holders.
  • The largest Ameriprise Financial buyer in Q3 2018 was T. Rowe Price Associates, an estimated $148M added.
  • The largest Ameriprise Financial seller in Q3 2018 was AQR Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2018.