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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
BFM
826
Boothbay Fund Management
New York
-$209K -1,630 Closed
DBT
827
Dubuque Bank & Trust
Iowa
-$164K -1,282 Closed
CAM
828
Cresset Asset Management
Illinois
-$146K -1,137 Closed
CWM
829
Cornerstone Wealth Management
Missouri
-$240K -748 Closed
PCM
830
Penserra Capital Management
California
-$107K -735 Closed
CG
831
Cutler Group
California
-$94.2K -652 Closed
SWM
832
SeaCrest Wealth Management
New York
-$83K -651 Closed
AWM
833
Aevitas Wealth Management
Massachusetts
-$66K -516 Closed
BMM
834
Buffington Mohr McNeal
Idaho
-$54K -418 Closed
KPW
835
Kore Private Wealth
New York
-$50K -390 Closed
MFW
836
Mosaic Family Wealth
Missouri
-$45K -353 Closed
FC
837
Ferris Capital
Massachusetts
-$45K -349 Closed
IWP
838
Icon Wealth Partners
Texas
-$44K -346 Closed
FNC
839
First National Corp
Massachusetts
-$42K -329 Closed
AA
840
Advisory Alpha
Michigan
-$42K -294 Closed
IC
841
Inscription Capital
Texas
-$36K -279 Closed
AF
842
Allworth Financial
California
-$32K -249 Closed
LFA
843
Legacy Financial Advisors
Kentucky
-$32K -248 Closed
SPL
844
Smart Portfolios LLC
Washington
-$29K -230 Closed
OFW
845
Omnia Family Wealth
Florida
-$28K -216 Closed
WTB
846
Washington Trust Bank
Washington
-$26K -210 Closed
AIA
847
Alera Investment Advisors
Illinois
-$20K -159 Closed
AIC
848
Ameritas Investment Company
Nebraska
-$18K -140 Closed
MNBTD
849
Moody National Bank Trust Division
Texas
-$16K -128 Closed
LC
850
Lavaca Capital
Texas
-$13K -100 Closed

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.