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Ameriprise Financial

705 hedge funds and large institutions have $10.7B invested in Ameriprise Financial in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 234 increasing their positions, 288 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 83.62%84.82% (+1.2%)

15% less funds holding

Funds holding: 827705 (-122)

19% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 288

29% less call options, than puts

Call options by funds: $22M | Put options by funds: $30.9M

39% less capital invested

Capital invested by funds: $17.6B → $10.7B (-$6.92B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

67% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 170

Holders
705
Holders Change
-122
Holders Change %
-14.75%
% of All Funds
15.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
56
Increased
234
Reduced
288
Closed
170
Calls
$22M
Puts
$30.9M
Net Calls
-$8.88M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$91.8M -$7.77M -52,469 -5%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$88.9M -$5.75M -38,780 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$88.1M -$26.6M -179,310 -17%
PPA
29
Parametric Portfolio Associates
Washington
$85.1M +$9.44M +63,700 +8%
Legal & General Group
30
Legal & General Group
United Kingdom
$84.5M +$1.2M +8,083 +1%
Goldman Sachs
31
Goldman Sachs
New York
$79.4M -$79.5M -536,862 -41%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$79.1M +$31.8M +214,689 +39%
Allianz Asset Management
33
Allianz Asset Management
Germany
$79M -$14M -94,258 -11%
N
34
Nuveen
North Carolina
$78.4M -$28.3M -190,964 -20%
GT
35
Glenmede Trust
Pennsylvania
$74.7M
Invesco
36
Invesco
Georgia
$73.7M -$112K -758 -0.1%
Morgan Stanley
37
Morgan Stanley
New York
$69.3M -$7.96M -53,756 -7%
Prudential Financial
38
Prudential Financial
New Jersey
$66.9M -$5.32M -35,934 -5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$58.6M -$6.23M -42,058 -7%
PAM
40
Panagora Asset Management
Massachusetts
$52.8M -$33.2M -224,100 -30%
SAM
41
Silvercrest Asset Management
New York
$49M +$159K +1,074 +0.2%
TRSOTSOK
42
Teachers Retirement System of the State of Kentucky
Kentucky
$48.5M +$17.7M +119,700 +34%
Wells Fargo
43
Wells Fargo
California
$47.6M +$2.69M +18,129 +4%
Victory Capital Management
44
Victory Capital Management
Texas
$45M +$25.4M +171,134 +64%
ZIM
45
Zacks Investment Management
Illinois
$45M -$439K -2,964 -0.7%
Citadel Advisors
46
Citadel Advisors
Florida
$41.8M +$26.1M +176,011 +76%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$40.3M +$15.6M +104,973 +36%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$39.8M -$53.7M -362,476 -48%
Axa
49
Axa
France
$39.4M +$1.7M +11,500 +3%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$37.6M -$2.5M -16,892 -4%

AMP Hedge Fund Activity: Q1 2020 in Review

705 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2020, worth a combined $10.7B — down 39% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of AMP and 56 opened new positions — a net loss of 114 holders — while 288 trimmed existing stakes and 234 added.

The largest buyer was UBS AM, adding an estimated $63.7M. The largest seller was Goldman Sachs, cutting an estimated $79.5M.

  • 705 institutional investors held Ameriprise Financial (AMP) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $10.7B of Ameriprise Financial stock for Q1 2020, down 39% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q1 2020 and 170 closed out, a net change of -114 holders.
  • The largest Ameriprise Financial buyer in Q1 2020 was UBS AM, an estimated $63.7M added.
  • The largest Ameriprise Financial seller in Q1 2020 was Goldman Sachs, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2020.