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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$52.7M +$6.51M +42,043 +15%
PI
52
Putnam Investments
Massachusetts
$52.4M -$193K -1,244 -0.4%
Principal Financial Group
53
Principal Financial Group
Iowa
$52M -$6.69M -43,189 -12%
BCM
54
Bridgeway Capital Management
Texas
$49M -$13.5M -87,300 -23%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$48.1M +$11.4M +73,394 +34%
EVM
56
Eaton Vance Management
Massachusetts
$45.6M +$3.25K +21 +0%
Victory Capital Management
57
Victory Capital Management
Texas
$44.7M +$701K +4,521 +2%
Citigroup
58
Citigroup
New York
$44.4M +$11M +71,297 +37%
CS
59
Credit Suisse
Switzerland
$43.6M +$6.03M +38,937 +17%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$42.3M -$149K -960 -0.4%
TAM
61
Todd Asset Management
Kentucky
$42.1M -$428K -2,760 -1%
TG
62
TCW Group
California
$40.5M -$350K -2,257 -0.9%
WRF
63
Waddell & Reed Financial
Kansas
$38.9M +$1.42M +9,155 +4%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$38.7M -$3.64M -23,522 -9%
GLA
65
Great Lakes Advisors
Illinois
$38.7M -$3.65M -23,586 -9%
Citadel Advisors
66
Citadel Advisors
Florida
$38.6M +$35.9M +231,452 New
First Trust Advisors
67
First Trust Advisors
Illinois
$37.5M +$1.29M +8,354 +4%
Barclays
68
Barclays
United Kingdom
$36.8M +$6.97M +45,007 +26%
AllianceBernstein
69
AllianceBernstein
Tennessee
$36.3M -$1.74M -11,238 -5%
WF
70
Welch & Forbes
Massachusetts
$35.7M -$50.1K -323 -0.2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$35.6M -$1.71M -11,040 -5%
N
72
Natixis
France
$34.4M +$17.2M +111,177 +116%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$33M +$30.7M +198,160 New
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$32.8M -$5.62M -36,286 -16%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$32.6M -$2.36M -15,215 -7%

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.