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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
TG
826
TLP Group
Illinois
-$201K -1,359 Closed
CG
827
Cutler Group
California
-$184K -1,295 Closed
KOCAA
828
Knights of Columbus Asset Advisors
Connecticut
-$186K -1,258 Closed
C
829
Cerebellum
California
-$185K -1,248 Closed
PCM
830
Prelude Capital Management
New York
-$170K -1,147 Closed
CAM
831
ClariVest Asset Management
California
-$150K -1,015 Closed
SC
832
Slow Capital
California
-$118K -800 Closed
TAM
833
Tiverton Asset Management
Delaware
-$77K -519 Closed
ACA
834
Atlas Capital Advisors
Wyoming
-$69.2K -468 Closed
LGWM
835
Litman Gregory Wealth Management
California
-$66K -445 Closed
IWM
836
IHT Wealth Management
Illinois
-$45K -312 Closed
FCAG
837
First Capital Advisors Group
New Jersey
-$45K -301 Closed
WCM
838
Whitener Capital Management
North Carolina
-$44K -300 Closed
SP
839
SWS Partners
Ohio
-$31K -215 Closed
APP
840
Avantax Planning Partners
Iowa
-$25K -176 Closed
SFSIG
841
San Francisco Sentry Investment Group
California
-$24K -163 Closed
PWM
842
Perigon Wealth Management
California
-$18K -125 Closed
HFM
843
Harvest Fund Management
China
-$16K -114 Closed
WOC
844
West Oak Capital
California
-$14.8K -100 Closed
AIM
845
Advantage Investment Management
Iowa
-$13K -90 Closed
MGIA
846
Moneta Group Investment Advisors
Missouri
-$13K -90 Closed
SBL
847
Sargent Bickham Lagudis
Colorado
-$12K -79 Closed
CCMW
848
Cypress Capital Management (Wyoming)
Wyoming
-$10K -70 Closed
IIC
849
Integrated Investment Consultants
Michigan
-$9K -63 Closed
CCA
850
Clearwater Capital Advisors
Illinois
-$7K -50 Closed

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.