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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
PFBT
726
Parkside Financial Bank & Trust
Missouri
$10K -$18.4K -130 -65%
CHP
727
Cable Hill Partners
Oregon
$10K
GI
728
Gradient Investments
Minnesota
$10K
MSA
729
Marino Stram & Associates
Massachusetts
$10K
RBC
730
Roble Belko & Company
Pennsylvania
$10K
APA
731
American Portfolios Advisors
New York
$9.23K
VIA
732
Vantage Investment Advisors
Pennsylvania
$9K
CPIG
733
Chicago Partners Investment Group
Illinois
$9K +$142 +1 +2%
IFAM
734
Institutional & Family Asset Management
Colorado
$8K -$850 -6 -9%
BBHC
735
Brown Brothers Harriman & Co
New York
$8K
MFBTD
736
MB Financial Bank - Trust Department
Illinois
$8K
TCM
737
Tradewinds Capital Management
Washington
$8K
TC
738
Trilogy Capital
California
$8K
CIA
739
CSat Investment Advisory
Michigan
$8K +$8.36K +59 New
EMG
740
ETF Managers Group
New Jersey
$7.29K +$1.57M +11,100 +69%
HIM
741
Hillsdale Investment Management
Ontario, Canada
$7K -$52.4K -370 -88%
NC
742
NewSquare Capital
Pennsylvania
$7K
PSC
743
Prentiss Smith & Co
Vermont
$7K
KJWM
744
Kiley Juergens Wealth Management
Washington
$7K +$7.51K +53 New
FIB
745
First Interstate Bank
Montana
$6K -$2.13K -15 -25%
PFO
746
Pathstone Family Office
New Jersey
$6K -$283 -2 -5%
CPA
747
Clear Perspective Advisors
Illinois
$6K
MA
748
MCF Advisors
Kentucky
$6K
ME
749
McIlrath & Eck
Washington
$6K +$5.81K +41 New
FGAM
750
Financial Gravity Asset Management
Texas
$5K -$709 -5 -13%

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.