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Ameriprise Financial
AMP

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: 809 → 775 (-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: 13 → 9 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$117M
2
UBS Group
UBS Group
Switzerland
+$89.1M
3
BlackRock
BlackRock
New York
+$55.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$54.2M
5
American Century Companies
American Century Companies
Missouri
+$53.9M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$286M
2
JP Morgan Chase
JP Morgan Chase
New York
-$274M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
4
Deutsche Bank
Deutsche Bank
Germany
-$52.6M
5
Goldman Sachs
Goldman Sachs
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
851
Fred Alger Management
New York
– -$6K -43 Closed
WWM
852
Willingdon Wealth Management
North Carolina
– -$6K -38 Closed
HR
853
Howe & Rusling
New York
– -$4K -30 Closed
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
– -$4K -29 Closed
KF
855
Krilogy Financial
Missouri
– -$3K -19 Closed
AC
856
Avestar Capital
New York
– -$2.41K -17 -61%
FPS
857
Fieldpoint Private Securities
Connecticut
– -$2K -15 Closed
FPFS
858
First Personal Financial Services
North Carolina
– -$1K -8 Closed
AWM
859
Avior Wealth Management
Nebraska
– -$1K -6 Closed
AWA
860
Acorn Wealth Advisors
Michigan
– -$1K -5 Closed
GTAM
861
Global Trust Asset Management
Florida
– +$425 +3 New
31 32 33 34
35

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.