We are live on ! Find out more
AMP icon

Ameriprise Financial

754 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 276 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.69%83.91% (+0.22%)

3% less capital invested

Capital invested by funds: $16.5B → $16B (-$418M)

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 276

6% less funds holding

Funds holding: 802754 (-48)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

43% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $82M

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

Holders
754
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
276
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$148M -$8.51M -60,707 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$142M +$11.8M +84,505 +10%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$141M +$56.2M +401,087 +72%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$139M -$56.8M -405,387 -30%
Brown Advisory
30
Brown Advisory
Maryland
$136M -$6.61M -47,171 -5%
N
31
Nuveen
North Carolina
$135M -$3.34M -23,818 -3%
BGC
32
Beutel, Goodman & Co
Ontario, Canada
$134M +$9.82M +70,098 +6%
Bank of America
33
Bank of America
North Carolina
$132M +$8.85M +63,169 +8%
Prudential Financial
34
Prudential Financial
New Jersey
$120M +$1.53M +10,912 +1%
Legal & General Group
35
Legal & General Group
United Kingdom
$120M -$1.52M -10,843 -1%
Allianz Asset Management
36
Allianz Asset Management
Germany
$116M +$73.8M +526,945 +200%
PPA
37
Parametric Portfolio Associates
Washington
$112M +$517K +3,686 +0.5%
Invesco
38
Invesco
Georgia
$110M +$5.94M +42,363 +6%
Morgan Stanley
39
Morgan Stanley
New York
$101M +$427K +3,048 +0.4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$86.1M +$5.48M +39,114 +7%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$85M +$4.29M +30,600 +6%
Wells Fargo
42
Wells Fargo
California
$77.7M -$7.55M -53,902 -9%
SAM
43
Silvercrest Asset Management
New York
$70M +$120K +858 +0.2%
ZIM
44
Zacks Investment Management
Illinois
$64.7M +$1.62M +11,547 +3%
Axa
45
Axa
France
$57.6M -$6.66M -47,504 -11%
BCM
46
Bridgeway Capital Management
Texas
$56.2M +$196K +1,400 +0.4%
AAMU
47
Amundi Asset Management US
Massachusetts
$54.1M +$690K +4,921 +1%
Principal Financial Group
48
Principal Financial Group
Iowa
$52.2M -$4.46M -31,809 -8%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$49.8M +$2.44M +17,381 +5%
TRSOTSOK
50
Teachers Retirement System of the State of Kentucky
Kentucky
$48.8M +$2.86M +20,400 +7%

AMP Hedge Fund Activity: Q3 2019 in Review

754 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2019, worth a combined $16B — down 2.5% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AMP and 54 opened new positions — a net loss of 43 holders — while 276 trimmed existing stakes and 253 added.

The largest buyer was Vanguard Group, adding an estimated $304M. The largest seller was Bank of New York Mellon, cutting an estimated $187M.

  • 754 institutional investors held Ameriprise Financial (AMP) as of Q3 2019, down from 802 in Q2 2019.
  • Funds reported $16B of Ameriprise Financial stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 54 funds opened new Ameriprise Financial positions in Q3 2019 and 97 closed out, a net change of -43 holders.
  • The largest Ameriprise Financial buyer in Q3 2019 was Vanguard Group, an estimated $304M added.
  • The largest Ameriprise Financial seller in Q3 2019 was Bank of New York Mellon, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.