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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
FANJ
676
Financial Architects (New Jersey)
New Jersey
$63K -$506K -3,499 -89%
ZB
677
Zions Bancorporation
Utah
$60K -$7.52K -52 -11%
GLI
678
Guardian Life Insurance
New York
$57K
O
679
Ossiam
France
$57K +$57.2K +396 New
BWA
680
Burt Wealth Advisors
Maryland
$56K
LA
681
Legacy Advisors
Pennsylvania
$54K
DSC
682
Duncker Streett & Co
Missouri
$53K
TL
683
TrueWealth LLC
Georgia
$53K
CIA
684
CSat Investment Advisory
Michigan
$53K +$33K +228 +165%
RIA
685
Realta Investment Advisors
Delaware
$51K +$46.1K +319 +1,227%
TWA
686
TCI Wealth Advisors
Arizona
$48K
Loomis, Sayles & Company
687
Loomis, Sayles & Company
Massachusetts
$48K +$47.4K +328 New
OIA
688
Optimum Investment Advisors
Illinois
$46K
AJ
689
Ashburton (Jersey)
Jersey
$45K +$45.1K +312 New
BCA
690
Bray Capital Advisors
Florida
$44K
WCM
691
Whitener Capital Management
North Carolina
$43K
CH
692
Canton Hathaway
Rhode Island
$42K
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K
CA
694
Crewe Advisors
Utah
$41K -$23.3K -161 -36%
FMTCOCP
695
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
KTC
696
Kistler-Tiffany Companies
Pennsylvania
$39K
CBT
697
Central Bank & Trust
Kentucky
$38K
BL
698
Balentine LLC
Georgia
$38K +$4.48K +31 +13%
GCM
699
Gables Capital Management
Florida
$36K
MCM
700
McMillion Capital Management
North Carolina
$36K +$35.6K +246 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.