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Ameriprise Financial

754 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 276 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.69%83.91% (+0.22%)

3% less capital invested

Capital invested by funds: $16.5B → $16B (-$418M)

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 276

6% less funds holding

Funds holding: 802754 (-48)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

43% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $82M

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

Holders
754
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
276
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
826
Amica Retiree Medical Trust
Rhode Island
-$84K -577 Closed
CAW
827
Cornerstone Advisors (Washington)
Washington
-$79K -541 Closed
LA
828
Legacy Advisors
Pennsylvania
-$54K -369 Closed
DSC
829
Duncker Streett & Co
Missouri
-$53K -365 Closed
CH
830
Canton Hathaway
Rhode Island
-$42K -287 Closed
CAL
831
Capital Advisors Ltd
Ohio
-$35K -243 Closed
OIA
832
OneDigital Investment Advisors
Kansas
-$33K -230 Closed
BBA
833
Braun-Bostich & Associates
Pennsylvania
-$33K -225 Closed
GAM
834
Griffin Asset Management
New York
-$28K -196 Closed
DWM
835
Doyle Wealth Management
Florida
-$24K -165 Closed
NCM
836
Next Capital Management
New York
-$24K -164 Closed
MWM
837
Meridian Wealth Management
Kentucky
-$218 -150 Closed
EWM
838
Executive Wealth Management
Michigan
-$21K -146 Closed
GSC
839
G&S Capital
Colorado
-$19K -130 Closed
Parallax Volatility Advisers
840
Parallax Volatility Advisers
California
-$18K -124 Closed
TPWA
841
TRUE Private Wealth Advisors
Oregon
-$17K -124 Closed
ESB
842
Essex Savings Bank
Connecticut
-$7K -50 Closed
SSB
843
Sandy Spring Bank
Maryland
-$6K -41 Closed
AC
844
Avestar Capital
New York
-$3K -32 Closed
TNBTD
845
Trustmark National Bank Trust Department
Mississippi
-$3K -21 Closed
OFS
846
Orrstown Financial Services
Pennsylvania
-$2K -17 Closed
MF
847
Manchester Financial
California
-$2K -15 Closed
KCPG
848
Kavar Capital Partners Group
Kansas
-$2K -13 Closed
CFA
849
Camarda Financial Advisors
Florida
-$1K -4 Closed
AS
850
Altshuler Shaham
Israel
+$280 +2 New

AMP Hedge Fund Activity: Q3 2019 in Review

754 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2019, worth a combined $16B — down 2.5% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AMP and 54 opened new positions — a net loss of 43 holders — while 276 trimmed existing stakes and 253 added.

The largest buyer was Vanguard Group, adding an estimated $304M. The largest seller was Bank of New York Mellon, cutting an estimated $187M.

  • 754 institutional investors held Ameriprise Financial (AMP) as of Q3 2019, down from 802 in Q2 2019.
  • Funds reported $16B of Ameriprise Financial stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 54 funds opened new Ameriprise Financial positions in Q3 2019 and 97 closed out, a net change of -43 holders.
  • The largest Ameriprise Financial buyer in Q3 2019 was Vanguard Group, an estimated $304M added.
  • The largest Ameriprise Financial seller in Q3 2019 was Bank of New York Mellon, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.