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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
WTB
1001
Washington Trust Bank
Washington
-$274K -911 Closed
TAM
1002
Tocqueville Asset Management
New York
-$272K -905 Closed
BMO
1003
Beck Mack & Oliver
New York
-$267K -889 Closed
BFPW
1004
BOK Financial Private Wealth
Colorado
-$254K -844 Closed
NB
1005
Northwest Bancshares
Pennsylvania
-$254K -844 Closed
VWA
1006
V Wealth Advisors
Kansas
-$252K -837 Closed
GW
1007
GW & Wade
Massachusetts
-$251K -835 Closed
MSAM
1008
Moloney Securities Asset Management
Missouri
-$249K -830 Closed
WSFS
1009
Wilmington Savings Fund Society
Delaware
-$249K -830 Closed
Capstone Investment Advisors
1010
Capstone Investment Advisors
New York
-$222K -829 -100%
LIM
1011
Leavell Investment Management
Alabama
-$244K -812 Closed
SC
1012
Sepio Capital
Utah
-$241K -802 Closed
SC
1013
Schulhoff & Co
Ohio
-$240K -800 Closed
CCM
1014
Canal Capital Management
Virginia
-$236K -785 Closed
WI
1015
Wintrust Investments
Illinois
-$235K -784 Closed
RIL
1016
Rothschild Investment LLC
Illinois
-$235K -783 Closed
TWM
1017
Titus Wealth Management
California
-$234K -779 Closed
CAM
1018
Concorde Asset Management
Michigan
-$233K -777 Closed
FNT
1019
First Nebraska Trust
Nebraska
-$230K -765 Closed
BHBT
1020
Burke & Herbert Bank & Trust
Virginia
-$226K -752 Closed
Fisher Asset Management
1021
Fisher Asset Management
Washington
-$226K -751 Closed
BAM
1022
Berkshire Asset Management
Pennsylvania
-$225K -750 Closed
BWM
1023
Buckley Wealth Management
Nevada
-$223K -743 Closed
MW
1024
Marcum Wealth
Ohio
-$221K -737 Closed
SCM
1025
Shelton Capital Management
Colorado
-$217K -721 Closed

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.