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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
GSC
701
G&S Capital
Colorado
$19K
AAP
702
Arax Advisory Partners
Colorado
$19K +$4.01K +28 +27%
RMAM
703
Raab & Moskowitz Asset Management
New Jersey
$19K +$19K +133 New
BC
704
Bartlett & Co
Ohio
$18K
CTB
705
Country Trust Bank
Illinois
$18K
BCWM
706
Bartlett & Co Wealth Management
Ohio
$17.7K
OFS
707
Orrstown Financial Services
Pennsylvania
$17K -$91.6K -640 -85%
HI
708
Hudock Inc
Pennsylvania
$17K
FC
709
Ferris Capital
Massachusetts
$16K
WWMSC
710
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$15K +105 New
BFEC
711
Benjamin F. Edwards & Company
Missouri
$15K -$7.87K -55 -35%
BWL
712
Bogart Wealth LLC
Virginia
$15K
DAM
713
Delta Asset Management
Tennessee
$15K
EWM
714
Edge Wealth Management
New York
$15K
PO
715
Private Ocean
California
$15K
SMG
716
Spectrum Management Group
Indiana
$15K
TC
717
Trust Company
Kansas
$15K
ICM
718
IMS Capital Management
Oregon
$15K +$14.3K +100 New
IF
719
Ironwood Financial
Arizona
$15K +$14.3K +100 New
RFA
720
Reilly Financial Advisors
California
$14K
CAC
721
Certified Advisory Corp
Florida
$14K +$143 +1 +1%
VCM
722
Versant Capital Management
Arizona
$13K
EARNEST Partners
723
EARNEST Partners
Georgia
$12K
SSB
724
Sandy Spring Bank
Maryland
$12K
SFM
725
Signet Financial Management
New Jersey
$12K

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.