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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
OC
726
Oakworth Capital
Alabama
$24K +$1.88K +13 +9%
NCM
727
Next Capital Management
New York
$24K +$23.7K +164 New
DWM
728
Doyle Wealth Management
Florida
$24K +$23.9K +165 New
APW
729
Acima Private Wealth
Virginia
$21K
POIA
730
Pin Oak Investment Advisors
Texas
$21K
EWM
731
Executive Wealth Management
Michigan
$21K +$145 +1 +0.7%
AIM
732
Anchor Investment Management
South Carolina
$19.2K
GSC
733
G&S Capital
Colorado
$19K
CFGS
734
Concourse Financial Group Securities
Alabama
$19K +$10.4K +72 +118%
JFA
735
JNBA Financial Advisors
Minnesota
$18K +$17.9K +124 New
Parallax Volatility Advisers
736
Parallax Volatility Advisers
California
$18K +$17.9K +124 New
BCWM
737
Bartlett & Co Wealth Management
Ohio
$17.4K
BC
738
Bartlett & Co
Ohio
$17K
HI
739
Hudock Inc
Pennsylvania
$17K
LWM
740
Liberty Wealth Management
California
$17K +$17.2K +119 New
TPWA
741
TRUE Private Wealth Advisors
Oregon
$17K +$17.9K +124 New
SLF
742
Sun Life Financial
Ontario, Canada
$16K -$17.6K -122 -53%
DAM
743
Delta Asset Management
Tennessee
$15K
EWM
744
Edge Wealth Management
New York
$15K
IF
745
Ironwood Financial
Arizona
$15K
BWL
746
Bogart Wealth LLC
Virginia
$14K
CAC
747
Certified Advisory Corp
Florida
$13K
FRA
748
Front Row Advisors
California
$13K
IWA
749
Intercontinental Wealth Advisors
Texas
$12K -$18.6K -129 -61%
JPLA
750
Joseph P. Lucia & Associates
New York
$11K -$1.49M -10,314 -99%

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.