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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
HR
901
Howe & Rusling
New York
$7K -$1.88K -7 -19%
CHC
902
City Holding Co
West Virginia
$7K
TSWM
903
Tyler-Stone Wealth Management
Ohio
$7K
BWL
904
Bogart Wealth LLC
Virginia
$6K -$32.1K -120 -83%
NFSG
905
Newbridge Financial Services Group
Florida
$6K -$2.68K -10 -27%
MFC
906
Mechanics Financial Corp
Ohio
$6K
NC
907
NewSquare Capital
Pennsylvania
$6K
SC
908
SouthState Corp
Florida
$6K
WAS
909
Winch Advisory Services
Wisconsin
$6K
GKIM
910
GW&K Investment Management
Massachusetts
$6K +$3.75K +14 +117%
CA
911
CoreCap Advisors
Michigan
$6K +$7.23K +27 New
CIA
912
Cascade Investment Advisors
Oregon
$5.94K
BONH
913
Bank of New Hampshire
New Hampshire
$5K
IFAM
914
Institutional & Family Asset Management
Colorado
$5K
MA
915
MCF Advisors
Kentucky
$5K
SWM
916
Sugarloaf Wealth Management
Georgia
$5K
TFA
917
Toth Financial Advisory
Virginia
$5K
RCM
918
Raleigh Capital Management
North Carolina
$5K +$268 +1 +5%
NMG
919
New Millennium Group
Utah
$5K +$5.36K +20 New
VWM
920
Valley Wealth Managers
New Jersey
$5K +$5.89K +22 New
NIM
921
NuWave Investment Management
New Jersey
$4K -$260K -969 -98%
CAM
922
ClariVest Asset Management
California
$4K -$1.61K -6 -25%
CSB
923
City State Bank
Iowa
$4K
VCM
924
Versant Capital Management
Arizona
$4K
FWA
925
FSC Wealth Advisors
New York
$4K +$4.29K +16 New

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.