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Ameriprise Financial

761 hedge funds and large institutions have $14.6B invested in Ameriprise Financial in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 246 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

22% more capital invested

Capital invested by funds: $11.9B → $14.6B (+$2.64B)

1.73% more ownership

Funds ownership: 82.86%84.59% (+1.7%)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

1% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $51.3M

1% less funds holding

Funds holding: 767761 (-6)

12% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 278

Holders
761
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
75
Increased
246
Reduced
278
Closed
71
Calls
$51.6M
Puts
$51.3M
Net Calls
+$325K
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$125M -$18.2M -146,584 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$120M -$186K -1,500 -0.2%
AQR Capital Management
28
AQR Capital Management
Connecticut
$119M -$1.94M -15,597 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$109M +$19.7M +159,099 +23%
BGC
30
Beutel, Goodman & Co
Ontario, Canada
$109M +$2.56M +20,665 +2%
Morgan Stanley
31
Morgan Stanley
New York
$97.7M +$755K +6,081 +0.8%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$97.4M +$21.8M +175,580 +30%
Wells Fargo
33
Wells Fargo
California
$96.9M -$80.9M -651,894 -46%
Bank of America
34
Bank of America
North Carolina
$95M +$11.7M +94,114 +15%
PPA
35
Parametric Portfolio Associates
Washington
$94.7M +$2.41M +19,452 +3%
Invesco
36
Invesco
Georgia
$88.5M -$6.32M -50,900 -7%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$81.1M +$5.91M +47,648 +8%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$72M +$412K +3,318 +0.6%
CVA
39
Ceredex Value Advisors
Florida
$68.4M +$66.3M +533,900 New
EAM
40
Eagle Asset Management
Florida
$65M +$203K +1,632 +0.3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$61.8M +$3.63M +29,216 +6%
SAM
42
Silvercrest Asset Management
New York
$60.3M +$505K +4,070 +0.9%
State of New Jersey Common Pension Fund D
43
State of New Jersey Common Pension Fund D
New Jersey
$59.8M -$1.24M -10,000 -2%
Axa
44
Axa
France
$59.3M +$559K +4,503 +1%
BCM
45
Bridgeway Capital Management
Texas
$58.8M -$2.07M -16,650 -4%
N
46
Natixis
France
$56.8M +$8.94M +72,041 +19%
TA
47
Teachers Advisors
New York
$54.8M -$8.17M -65,806 -13%
TCIM
48
TIAA CREF Investment Management
New York
$52.8M -$24.1M -194,574 -32%
GLA
49
Great Lakes Advisors
Illinois
$52.6M +$1.46M +11,798 +3%
CTA
50
Carillon Tower Advisers
Florida
$50.2M +$683K +5,503 +1%

AMP Hedge Fund Activity: Q1 2019 in Review

761 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2019, worth a combined $14.6B — up 22% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 71 closed out — a net gain of 4 holders — while 246 added to existing stakes and 278 trimmed.

The largest buyer was UBS Group, adding an estimated $109M. The largest seller was Vanguard Group, cutting an estimated $164M.

  • 761 institutional investors held Ameriprise Financial (AMP) as of Q1 2019, down from 767 in Q4 2018.
  • Funds reported $14.6B of Ameriprise Financial stock for Q1 2019, up 22% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q1 2019 and 71 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2019 was UBS Group, an estimated $109M added.
  • The largest Ameriprise Financial seller in Q1 2019 was Vanguard Group, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.