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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$135M -$19.1M -134,618 -12%
Bank of America
27
Bank of America
North Carolina
$127M -$5.73M -40,424 -4%
TCIM
28
TIAA CREF Investment Management
New York
$122M -$19.7M -139,058 -14%
UBS AM
29
UBS AM
Illinois
$122M +$4.2M +29,644 +4%
Invesco
30
Invesco
Georgia
$120M -$13.5M -95,285 -10%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$110M -$183M -1,289,038 -62%
AL
32
AJO LP
Pennsylvania
$109M -$4.91M -34,640 -4%
PPA
33
Parametric Portfolio Associates
Washington
$105M +$2.54M +17,927 +2%
Charles Schwab
34
Charles Schwab
California
$103M +$10.7M +75,507 +11%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$101M -$14.3M -101,150 -12%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$101M +$6.95M +49,067 +7%
BGC
37
Beutel, Goodman & Co
Ontario, Canada
$97.5M +$22.4M +158,114 +21%
GT
38
Glenmede Trust
Pennsylvania
$95.4M +$18.2M +128,245 +23%
Legal & General Group
39
Legal & General Group
United Kingdom
$91.6M -$5.71M -40,266 -6%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$89.6M -$3.15M -22,200 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$89.5M -$22.1M -156,017 -20%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$89.1M -$4.02M -28,372 -4%
TA
43
Teachers Advisors
New York
$78.7M -$15.6M -110,266 -16%
EAM
44
Eagle Asset Management
Florida
$77.9M +$609K +4,300 +0.8%
Axa
45
Axa
France
$74.5M +$1.57M +11,081 +2%
State of New Jersey Common Pension Fund D
46
State of New Jersey Common Pension Fund D
New Jersey
$69.5M
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$69.2M -$2.85M -20,100 -4%
SAM
48
Silvercrest Asset Management
New York
$67.5M -$51.7K -365 -0.1%
BCM
49
Bridgeway Capital Management
Texas
$67M +$6M +42,300 +10%
Millennium Management
50
Millennium Management
New York
$66.1M -$3.12M -22,028 -4%

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.