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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
BCA
701
Berman Capital Advisors
Georgia
$35K +$20.5K +142 +138%
FIB
702
First Interstate Bank
Montana
$35K +$31.9K +221 +1,105%
CAL
703
Capital Advisors Ltd
Ohio
$35K +$35.1K +243 New
TSW
704
Thompson Siegel & Walmsley
Virginia
$34K
MCM
705
MV Capital Management
Maryland
$34K +$5.2K +36 +18%
NFG
706
Next Financial Group
Texas
$34K +$10.8K +75 +47%
BBA
707
Braun-Bostich & Associates
Pennsylvania
$33K
OIA
708
OneDigital Investment Advisors
Kansas
$33K +$5.49K +38 +20%
SGAM
709
Smith Group Asset Management
Texas
$33K +$33.2K +230 New
BWM
710
BerganKDV Wealth Management
Minnesota
$31K
FFC
711
First Financial Corp
Indiana
$29K
TI
712
Truehand Inc
New Hampshire
$29K
AIM
713
Advantage Investment Management
Iowa
$29K +$28.5K +197 New
CBT
714
Capital Bank & Trust
California
$29K +$28.9K +200 New
GWMIA
715
Global Wealth Management Investment Advisory
Florida
$28K
GAM
716
Griffin Asset Management
New York
$28K +$28.3K +196 New
KFS
717
Kelly Financial Services
Massachusetts
$27.2K +$145 +1 +0.5%
SCM
718
Silvant Capital Management
Georgia
$27K
PFBT
719
Parkside Financial Bank & Trust
Missouri
$27K +$8.67K +60 +50%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$27K +$12.4K +86 +86%
TIM
721
Tortoise Investment Management
New York
$27K +$21.7K +150 +417%
WPA
722
West Paces Advisors
Georgia
$26.1K -$2.46K -17 -9%
ADL
723
Asset Dedication LLC
California
$25K
WEC
724
Winslow Evans & Crocker
Massachusetts
$24K -$2.6K -18 -10%
LWA
725
Lowe Wealth Advisors
Maryland
$24K

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.