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Ameriprise Financial

754 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 276 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.69%83.91% (+0.22%)

3% less capital invested

Capital invested by funds: $16.5B → $16B (-$418M)

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 276

6% less funds holding

Funds holding: 802754 (-48)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

43% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $82M

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

Holders
754
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
276
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
676
KCS Wealth Advisory
California
$25.6K +$24.4K +174 New
BCA
677
Berman Capital Advisors
Georgia
$25K -$9.67K -69 -28%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$25K -$2.52K -18 -10%
LWA
679
Lowe Wealth Advisors
Maryland
$25K
LWA
680
Lenox Wealth Advisors
New York
$25K +$24.1K +172 New
WEC
681
Winslow Evans & Crocker
Massachusetts
$24K
SCM
682
Silvant Capital Management
Georgia
$22K -$4.62K -33 -18%
FMB
683
Field & Main Bank
Kentucky
$22K +$21K +150 New
POIA
684
Pin Oak Investment Advisors
Texas
$21K -$140 -1 -0.7%
APW
685
Acima Private Wealth
Virginia
$21K
RA
686
Rational Advisors
New York
$20K -$192K -1,369 -91%
AIM
687
Anchor Investment Management
South Carolina
$19.4K
PFBT
688
Parkside Financial Bank & Trust
Missouri
$18K -$8.41K -60 -33%
JFA
689
JNBA Financial Advisors
Minnesota
$18K
HI
690
Hudock Inc
Pennsylvania
$17K
CBT
691
Capital Bank & Trust
California
$16K -$12.3K -88 -44%
SLF
692
Sun Life Financial
Ontario, Canada
$16K
PCM
693
Penserra Capital Management
California
$16K +$14.7K +105 New
BWL
694
Bogart Wealth LLC
Virginia
$15K
DAM
695
Delta Asset Management
Tennessee
$15K
IF
696
Ironwood Financial
Arizona
$15K
VFA
697
Valeo Financial Advisors
Indiana
$15K +$14K +100 New
FANJ
698
Financial Architects (New Jersey)
New Jersey
$14K -$47.6K -340 -79%
CAC
699
Certified Advisory Corp
Florida
$14K
EWM
700
Edge Wealth Management
New York
$14K

AMP Hedge Fund Activity: Q3 2019 in Review

754 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2019, worth a combined $16B — down 2.5% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AMP and 54 opened new positions — a net loss of 43 holders — while 276 trimmed existing stakes and 253 added.

The largest buyer was Vanguard Group, adding an estimated $304M. The largest seller was Bank of New York Mellon, cutting an estimated $187M.

  • 754 institutional investors held Ameriprise Financial (AMP) as of Q3 2019, down from 802 in Q2 2019.
  • Funds reported $16B of Ameriprise Financial stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 54 funds opened new Ameriprise Financial positions in Q3 2019 and 97 closed out, a net change of -43 holders.
  • The largest Ameriprise Financial buyer in Q3 2019 was Vanguard Group, an estimated $304M added.
  • The largest Ameriprise Financial seller in Q3 2019 was Bank of New York Mellon, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.