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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
WPC
676
Wedmont Private Capital
Pennsylvania
$281K +$121K +453 +62%
FLPIM
677
F.L. Putnam Investment Management
Massachusetts
$280K +$65.1K +243 +26%
DJSG
678
D.J. St. Germain
Massachusetts
$278K
TAM
679
Trust Asset Management
Texas
$276K -$1.07K -4 -0.3%
TA
680
Tectonic Advisors
Texas
$276K +$36.4K +136 +13%
WS
681
Wedbush Securities
California
$274K -$3.48K -13 -1%
WKSWA
682
White Knight Strategic Wealth Advisors
New Jersey
$274K +$309K +1,153 New
DBT
683
Dubuque Bank & Trust
Iowa
$273K -$7.23K -27 -2%
BG
684
Benedetti & Gucer
Georgia
$273K
PM
685
Parametrica Management
Hong Kong
$273K +$306K +1,144 New
CCFCSB
686
Cape Cod Five Cents Savings Bank
Massachusetts
$270K
SYBT
687
Stock Yards Bank & Trust
Kentucky
$267K +$301K +1,125 New
B
688
Bailard
California
$266K -$2.2M -8,219 -88%
CCM
689
Carlson Capital Management
Minnesota
$266K +$300K +1,120 New
FMAEN1
690
Fund Management at Engine No 1
California
$264K +$45.8K +171 +18%
AssetMark Inc
691
AssetMark Inc
California
$261K -$1.88K -7 -0.6%
FBFS
692
First Business Financial Services
Wisconsin
$260K
APW
693
Aurora Private Wealth
New Jersey
$259K
SFA
694
Sequoia Financial Advisors
Ohio
$259K +$9.38K +35 +3%
CWM
695
Chesapeake Wealth Management
Virginia
$258K -$12.1K -45 -4%
ST
696
Spinnaker Trust
Maine
$258K
ZCA
697
Zeke Capital Advisors
Pennsylvania
$257K +$4.29K +16 +1%
YIA
698
YHB Investment Advisors
Connecticut
$255K
EHC
699
Everett Harris & Co
California
$255K +$287K +1,072 New
KS
700
Karpas Strategies
Connecticut
$252K

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.