We are live on ! Find out more
AMP icon

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
PCG
801
Private Capital Group
Connecticut
$66K -$49.8K -186 -40%
KTC
802
Kistler-Tiffany Companies
Pennsylvania
$66K +$2.41K +9 +3%
UCB
803
United Community Bank
South Carolina
$65.1K -$1.34K -5 -2%
BCWM
804
Bartlett & Co Wealth Management
Ohio
$65.1K +$8.84K +33 +14%
BC
805
Bartlett & Co
Ohio
$65K +$8.84K +33 +14%
EBA
806
Eagle Bay Advisors
New York
$64.6K +$72.9K +272 New
GLLW
807
Graves Light Lenhart Wealth
Virginia
$64K -$16.1K -60 -18%
LWANC
808
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K
MCC
809
Money Concepts Capital
Florida
$63K +$4.55K +17 +7%
CBT
810
Central Bank & Trust
Kentucky
$62K
ME
811
McIlrath & Eck
Washington
$62K
ZB
812
Zions Bancorporation
Utah
$61K -$68K -254 -50%
GCM
813
Gables Capital Management
Florida
$59K
PB
814
Pinnacle Bancorp
Nebraska
$58K
MCM
815
McMillion Capital Management
North Carolina
$58K +$65.9K +246 New
HWA
816
Heritage Wealth Advisors
Virginia
$57K +$64.3K +240 New
SWM
817
Spire Wealth Management
Virginia
$56K
TFP
818
Tilia Fiduciary Partners
North Carolina
$56K
SSG
819
Summit Securities Group
New York
$55K +$49.8K +186 +413%
MUMSS
820
Mitsubishi UFJ Morgan Stanley Securities
Japan
$52K
T
821
TOBAM
France
$52K +$58.9K +220 New
FF
822
FourThought Financial
Florida
$50K
M
823
MOTCO
Texas
$49K
TSW
824
Thompson Siegel & Walmsley
Virginia
$48K -$82K -306 -60%
FMTCOCP
825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K

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.