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Ameriprise Financial

809 hedge funds and large institutions have $18.6B invested in Ameriprise Financial in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 268 increasing their positions, 302 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $473M | Put options by funds: $32M

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.04% more ownership

Funds ownership: 85.99%86.03% (+0.04%)

1% less funds holding

Funds holding: 817809 (-8)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 302

14% less capital invested

Capital invested by funds: $21.5B → $18.6B (-$2.91B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
809
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
18.54%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
71
Increased
268
Reduced
302
Closed
67
Calls
$473M
Puts
$32M
Net Calls
+$441M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$161M +$101M +617,335 +131%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$158M +$27.7M +169,835 +19%
TCIM
28
TIAA CREF Investment Management
New York
$149M -$45.1M -276,751 -22%
Invesco
29
Invesco
Georgia
$141M +$660K +4,049 +0.4%
Bank of America
30
Bank of America
North Carolina
$140M +$5.49M +33,682 +4%
Prudential Financial
31
Prudential Financial
New Jersey
$136M +$68.4M +419,484 +83%
UBS AM
32
UBS AM
Illinois
$124M +$23.2M +141,953 +20%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$121M +$32.7M +200,696 +32%
AL
34
AJO LP
Pennsylvania
$121M -$6.47M -39,650 -5%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$118M +$11.4M +69,783 +10%
PPA
36
Parametric Portfolio Associates
Washington
$108M -$1.13M -6,902 -0.9%
Legal & General Group
37
Legal & General Group
United Kingdom
$103M -$7.58M -46,462 -6%
TA
38
Teachers Advisors
New York
$99.6M -$12.7M -78,156 -10%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$99M +$1.14M +6,978 +1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$98.4M +$3.07M +18,831 +3%
Charles Schwab
41
Charles Schwab
California
$98.1M +$9.4M +57,649 +10%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$98.1M -$29.5M -181,103 -21%
GT
43
Glenmede Trust
Pennsylvania
$93.8M
BGC
44
Beutel, Goodman & Co
Ontario, Canada
$89.2M +$7.28M +44,628 +6%
EIP
45
Epoch Investment Partners
New York
$83.1M -$56M -343,336 -38%
EAM
46
Eagle Asset Management
Florida
$81.8M +$9.32M +57,126 +12%
EVM
47
Eaton Vance Management
Massachusetts
$79.2M +$43.3M +265,447 +98%
Axa
48
Axa
France
$77.1M +$3.95M +24,200 +5%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$76.1M +$9.32M +57,148 +12%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$75.1M -$1.73M -10,576 -2%

AMP Hedge Fund Activity: Q1 2018 in Review

809 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2018, worth a combined $18.6B — down 14% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AMP positions and 67 closed out — a net gain of 4 holders — while 268 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $377M.

  • 809 institutional investors held Ameriprise Financial (AMP) as of Q1 2018, down from 817 in Q4 2017.
  • Funds reported $18.6B of Ameriprise Financial stock for Q1 2018, down 14% quarter-over-quarter.
  • 71 funds opened new Ameriprise Financial positions in Q1 2018 and 67 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2018 was Fidelity Investments, an estimated $133M added.
  • The largest Ameriprise Financial seller in Q1 2018 was T. Rowe Price Associates, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.