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Ameriprise Financial

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: 809775 (-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: 139 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$14.8M +$15M +106,141 New
TAM
127
Tyers Asset Management
Texas
$14.8M -$83.3K -588 -0.6%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$14.7M +$2.15M +15,161 +17%
ACL
129
Azora Capital LP
Florida
$14.4M +$14.6M +103,000 New
FWCM
130
Ferguson Wellman Capital Management
Oregon
$14.2M +$273K +1,924 +2%
Capital International Investors
131
Capital International Investors
California
$14.1M
PI
132
PineBridge Investments
New York
$14M -$1.43M -10,086 -9%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$13.6M +$1.31M +9,245 +10%
SW
134
SVB Wealth
Massachusetts
$13.5M +$223K +1,575 +2%
RCM
135
Riverhead Capital Management
Delaware
$13.3M -$59.1K -417 -0.4%
Loomis, Sayles & Company
136
Loomis, Sayles & Company
Massachusetts
$13.1M -$5.14M -36,260 -28%
Federated Hermes
137
Federated Hermes
Pennsylvania
$12.5M +$4.62M +32,608 +57%
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$12.4M +$12.6M +88,700 New
CCM
139
Copeland Capital Management
Pennsylvania
$12.2M -$327K -2,307 -3%
PAMU
140
Pictet Asset Management (UK)
United Kingdom
$11.8M -$397K -2,800 -3%
NA
141
Neuburgh Advisers
California
$11.6M -$65.5K -462 -0.6%
First Trust Advisors
142
First Trust Advisors
Illinois
$11.5M -$18.9M -133,606 -62%
US Bancorp
143
US Bancorp
Minnesota
$11.1M -$39.3K -277 -0.3%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$10.7M +$816K +5,760 +8%
CS
145
Candriam SCA
Luxembourg
$10.7M -$1.41M -9,983 -12%
HI
146
Honeywell International
North Carolina
$10.6M -$850K -6,000 -7%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$10.4M -$2.66M -18,747 -20%
SI
148
Scout Investments
Missouri
$10.4M -$3.9M -27,546 -27%
ET
149
Equitable Trust
Tennessee
$10.4M +$10.5M +74,098 New
Aviva
150
Aviva
United Kingdom
$10.3M -$225K -1,590 -2%

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.