We are live on ! Find out more
AMP icon

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
CF
701
Centaurus Financial
California
$20K +$20.6K +145 New
CBT
702
Capital Bank & Trust
California
$19K +$6.52K +46 +49%
AIM
703
Anchor Investment Management
South Carolina
$18.5K
GSC
704
G&S Capital
Colorado
$18K
MCM
705
MV Capital Management
Maryland
$18K +$2.83K +20 +19%
CTB
706
Country Trust Bank
Illinois
$17K -$3.83K -27 -18%
BC
707
Bartlett & Co
Ohio
$17K
VCM
708
Vigilant Capital Management
Maine
$17K +$16.9K +119 New
BCWM
709
Bartlett & Co Wealth Management
Ohio
$16.8K
LF
710
Lee Financial
Texas
$16K -$16.3K -115 -50%
HI
711
Hudock Inc
Pennsylvania
$16K
FC
712
Ferris Capital
Massachusetts
$15K
TC
713
Trust Company
Kansas
$15K
DAM
714
Delta Asset Management
Tennessee
$14K
EWM
715
Edge Wealth Management
New York
$14K
PO
716
Private Ocean
California
$14K
SMG
717
Spectrum Management Group
Indiana
$14K
AAP
718
Arax Advisory Partners
Colorado
$14K +$8.5K +60 +136%
BWL
719
Bogart Wealth LLC
Virginia
$13K
CAC
720
Certified Advisory Corp
Florida
$13K
RFA
721
Reilly Financial Advisors
California
$13K
SSB
722
Sandy Spring Bank
Maryland
$12K
VCM
723
Versant Capital Management
Arizona
$12K
EARNEST Partners
724
EARNEST Partners
Georgia
$11K
SFM
725
Signet Financial Management
New Jersey
$11K

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.