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Ameriprise Financial

809 hedge funds and large institutions have $18.6B invested in Ameriprise Financial in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 268 increasing their positions, 302 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $473M | Put options by funds: $32M

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0.04% more ownership

Funds ownership: 85.99%86.03% (+0.04%)

1% less funds holding

Funds holding: 817809 (-8)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 302

14% less capital invested

Capital invested by funds: $21.5B → $18.6B (-$2.91B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
809
Holders Change
-8
Holders Change %
-0.98%
% of All Funds
18.54%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
71
Increased
268
Reduced
302
Closed
67
Calls
$473M
Puts
$32M
Net Calls
+$441M
Net Calls Change
+$444M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$74.8M +$4.58M +28,056 +6%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$73.5M +$4.89M +30,000 +6%
Millennium Management
53
Millennium Management
New York
$73.1M +$54.4M +333,623 +208%
SAM
54
Silvercrest Asset Management
New York
$71.4M -$1.5M -9,192 -2%
APG Asset Management
55
APG Asset Management
Netherlands
$68.5M -$9.44M -57,900 -9%
BCM
56
Bridgeway Capital Management
Texas
$64.6M +$3.77M +23,100 +6%
Principal Financial Group
57
Principal Financial Group
Iowa
$63.9M -$22.7M -139,227 -24%
Canada Pension Plan Investment Board
58
Canada Pension Plan Investment Board
Ontario, Canada
$63.3M -$369K -2,260 -0.5%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$63.3M -$1.84M -11,253 -3%
Victory Capital Management
60
Victory Capital Management
Texas
$62.1M -$38.4M -235,350 -36%
O
61
OppenheimerFunds
New York
$60M +$19.7M +120,909 +42%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$57.5M -$987K -6,050 -2%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$55.1M +$44.5M +273,009 +274%
ZIM
64
Zacks Investment Management
Illinois
$54.4M -$7.87M -48,218 -12%
GLA
65
Great Lakes Advisors
Illinois
$54M +$9.31M +57,052 +16%
CTA
66
Carillon Tower Advisers
Florida
$53.4M +$8.37M +51,306 +16%
FIM
67
Foresters Investment Management
New York
$52.8M -$946K -5,800 -2%
TAM
68
Todd Asset Management
Kentucky
$50M +$12.1M +74,468 +28%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$49.7M +$6.17M +37,806 +13%
AT
70
AMF Tjänstepension
Sweden
$49.1M -$3.49M -21,384 -6%
Barclays
71
Barclays
United Kingdom
$47M +$17M +104,300 +49%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$46.9M +$2.3M +14,089 +5%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$46.6M -$16.4M -100,365 -24%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$45.2M -$1.08M -6,615 -2%
PI
75
Putnam Investments
Massachusetts
$44.6M +$433K +2,655 +0.9%

AMP Hedge Fund Activity: Q1 2018 in Review

809 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2018, worth a combined $18.6B — down 14% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AMP positions and 67 closed out — a net gain of 4 holders — while 268 added to existing stakes and 302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $377M.

  • 809 institutional investors held Ameriprise Financial (AMP) as of Q1 2018, down from 817 in Q4 2017.
  • Funds reported $18.6B of Ameriprise Financial stock for Q1 2018, down 14% quarter-over-quarter.
  • 71 funds opened new Ameriprise Financial positions in Q1 2018 and 67 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2018 was Fidelity Investments, an estimated $133M added.
  • The largest Ameriprise Financial seller in Q1 2018 was T. Rowe Price Associates, an estimated $377M sold.

Based on aggregated 13F filings for Q1 2018.