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Ameriprise Financial

954 hedge funds and large institutions have $21.2B invested in Ameriprise Financial in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 320 increasing their positions, 361 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $29.5M

1.24% less ownership

Funds ownership: 82.83%81.6% (-1.2%)

4% less funds holding

Funds holding: 994954 (-40)

11% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 361

23% less capital invested

Capital invested by funds: $27.4B → $21.2B (-$6.17B)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 111

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
954
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
16.07%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
86
Increased
320
Reduced
361
Closed
111
Calls
$30.2M
Puts
$29.5M
Net Calls
+$758K
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
751
Capital Analysts LLC
Pennsylvania
$191K
ST
752
Smithfield Trust
Pennsylvania
$184K
Bank Julius Baer & Co
753
Bank Julius Baer & Co
Switzerland
$180K -$83.3K -311 -29%
QC
754
Quent Capital
New York
$176K +$18.5K +69 +10%
SIM
755
Sentry Investment Management
Wisconsin
$174K -$38K -142 -16%
GWM
756
Geneos Wealth Management
Colorado
$172K
ACM
757
AUA Capital Management
Pennsylvania
$159K
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$158K +$178K +666 New
DMBA
759
Deseret Mutual Benefit Administrators
Utah
$147K
DWA
760
Dougherty Wealth Advisers
Minnesota
$143K
PTC
761
Private Trust Company
Ohio
$142K +$160K +598 New
CCM
762
Covington Capital Management
California
$140K -$8.57K -32 -5%
FA
763
Fortis Advisors
Pennsylvania
$138K -$112K -419 -42%
PGAM
764
Princeton Global Asset Management
New Jersey
$133K
ECG
765
Edge Capital Group
Georgia
$131K +$372K +1,387 +202%
SC
766
Sierra Capital
Florida
$127K -$20.9K -78 -13%
CMF
767
Counterpoint Mutual Funds
California
$124K +$140K +523 New
CFGS
768
Concourse Financial Group Securities
Alabama
$123K +$19.8K +74 +17%
PCM
769
Penserra Capital Management
California
$122K -$299K -1,118 -68%
CFN
770
Cordasco Financial Network
Florida
$119K
APA
771
American Portfolios Advisors
New York
$107K -$41.5K -155 -26%
HCP
772
Hexagon Capital Partners
Arkansas
$107K +$2.41K +9 +2%
CT
773
Caldwell Trust
Florida
$107K
GIA
774
GHP Investment Advisors
Colorado
$99K +$268 +1 +0.2%
FPS
775
Fieldpoint Private Securities
Connecticut
$98K +$80.6K +301 +266%

AMP Hedge Fund Activity: Q2 2022 in Review

954 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2022, worth a combined $21.2B — down 23% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of AMP and 86 opened new positions — a net loss of 25 holders — while 361 trimmed existing stakes and 320 added.

The largest buyer was Morgan Stanley, adding an estimated $132M. The largest seller was JP Morgan Chase, cutting an estimated $157M.

  • 954 institutional investors held Ameriprise Financial (AMP) as of Q2 2022, down from 994 in Q1 2022.
  • Funds reported $21.2B of Ameriprise Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q2 2022 and 111 closed out, a net change of -25 holders.
  • The largest Ameriprise Financial buyer in Q2 2022 was Morgan Stanley, an estimated $132M added.
  • The largest Ameriprise Financial seller in Q2 2022 was JP Morgan Chase, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2022.