We are live on ! Find out more
AMP icon

Ameriprise Financial

827 hedge funds and large institutions have $17.6B invested in Ameriprise Financial in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 224 increasing their positions, 313 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $16B → $17.6B (+$1.6B)

10% more funds holding

Funds holding: 754827 (+73)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 83.91%83.62% (-0.29%)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 313

48% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $54.4M

Holders
827
Holders Change
+73
Holders Change %
+9.68%
% of All Funds
16.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
140
Increased
224
Reduced
313
Closed
53
Calls
$28.1M
Puts
$54.4M
Net Calls
-$26.3M
Net Calls Change
+$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$159M +$6.25M +40,318 +4%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$157M -$3.03M -19,566 -2%
Bank of America
28
Bank of America
North Carolina
$153M +$3.6M +23,205 +3%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$151M -$25M -161,534 -15%
Allianz Asset Management
30
Allianz Asset Management
Germany
$144M +$11.5M +74,375 +9%
Legal & General Group
31
Legal & General Group
United Kingdom
$136M -$166K -1,069 -0.1%
Brown Advisory
32
Brown Advisory
Maryland
$135M -$17.2M -111,287 -12%
PPA
33
Parametric Portfolio Associates
Washington
$128M +$1.13M +7,304 +1%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$125M -$73.5M -474,212 -39%
PAM
35
Panagora Asset Management
Massachusetts
$123M -$44.9M -289,788 -28%
Morgan Stanley
36
Morgan Stanley
New York
$122M +$6.6M +42,567 +6%
Invesco
37
Invesco
Georgia
$120M -$4.47M -28,845 -4%
Prudential Financial
38
Prudential Financial
New Jersey
$115M -$19.9M -128,555 -16%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$102M +$5.52M +35,637 +6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$92.8M -$4.34M -28,004 -5%
SAM
41
Silvercrest Asset Management
New York
$79.5M +$229K +1,475 +0.3%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$78M +$22M +141,686 +43%
GT
43
Glenmede Trust
Pennsylvania
$74.7M -$635K -4,095 -0.9%
Wells Fargo
44
Wells Fargo
California
$74.3M -$12.7M -81,685 -15%
ZIM
45
Zacks Investment Management
Illinois
$73.6M +$225K +1,455 +0.3%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$64M -$98.7M -637,082 -62%
Axa
47
Axa
France
$62.1M -$2.93M -18,900 -5%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$59.8M +$3.39M +21,904 +6%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$58.8M +$3.27M +21,080 +6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$52.8M -$426K -2,749 -0.9%

AMP Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2019, worth a combined $17.6B — up 10% from $16B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new AMP positions and 53 closed out — a net gain of 87 holders — while 224 added to existing stakes and 313 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $221M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 827 institutional investors held Ameriprise Financial (AMP) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $17.6B of Ameriprise Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 140 funds opened new Ameriprise Financial positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest Ameriprise Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $221M added.
  • The largest Ameriprise Financial seller in Q4 2019 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2019.