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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
Principal Financial Group
51
Principal Financial Group
Iowa
$49.1M -$1.14M -9,155 -2%
EIP
52
Epoch Investment Partners
New York
$48.7M -$4.32M -34,806 -8%
AAMU
53
Amundi Asset Management US
Massachusetts
$46.4M +$3.79M +30,553 +9%
ZIM
54
Zacks Investment Management
Illinois
$45.3M +$1M +8,089 +2%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$44M +$74.1K +597 +0.2%
Millennium Management
56
Millennium Management
New York
$42.9M +$12.3M +99,455 +42%
MCM
57
Moore Capital Management
New York
$41.6M +$40.3M +325,000 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$41M +$10.4M +83,932 +35%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$40.8M +$35.6M +286,857 +917%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$40.7M -$3.66M -29,520 -9%
PI
61
Putnam Investments
Massachusetts
$40.3M +$302K +2,436 +0.8%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$40M +$3.57M +28,750 +10%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$37.3M -$3.44M -27,700 -9%
SLAM
64
Swiss Life Asset Management
$36.3M +$8.5M +68,473 +32%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$35.1M -$6.67M -53,768 -16%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$35M +$578K +4,655 +2%
EVM
67
Eaton Vance Management
Massachusetts
$34.4M +$8.44K +68 +0%
WG
68
Winton Group
United Kingdom
$33.9M +$11.6M +93,575 +55%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$33.8M +$8.98M +72,370 +38%
Allianz Asset Management
70
Allianz Asset Management
Germany
$33.3M -$6.11M -49,208 -16%
TAM
71
Todd Asset Management
Kentucky
$32.9M -$31.5K -254 -0.1%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$32.2M -$2.46M -19,812 -7%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$30.7M -$5.29M -42,592 -15%
Lord, Abbett & Co
74
Lord, Abbett & Co
New Jersey
$30.3M -$20.3M -163,600 -41%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$29.6M -$1.05M -8,438 -4%

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.