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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
CS
51
Credit Suisse
Switzerland
$36.8M +$14.4M +97,376 +37%
TAM
52
Todd Asset Management
Kentucky
$33.3M +$10.7M +72,174 +29%
PI
53
Putnam Investments
Massachusetts
$33.1M +$1.27M +8,590 +3%
BCM
54
Bridgeway Capital Management
Texas
$31.5M +$1.98M +13,380 +5%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$31.5M -$7.7M -51,943 -14%
Principal Financial Group
56
Principal Financial Group
Iowa
$31.4M -$892K -6,021 -2%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$29.8M -$3.88M -26,203 -8%
EVM
58
Eaton Vance Management
Massachusetts
$27.9M -$154K -1,040 -0.4%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$27.3M +$1.81M +12,199 +5%
TG
60
TCW Group
California
$26.2M +$1.86M +12,532 +5%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$25.3M -$32.7M -220,649 -47%
WRF
62
Waddell & Reed Financial
Kansas
$25.2M +$1.88M +12,676 +5%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$24.2M -$12.3M -83,326 -26%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$23.5M -$437K -2,950 -1%
First Trust Advisors
65
First Trust Advisors
Illinois
$23.4M +$452K +3,051 +1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$23.1M +$1.73M +11,675 +5%
AllianceBernstein
67
AllianceBernstein
Tennessee
$22.1M -$263K -1,778 -0.8%
WF
68
Welch & Forbes
Massachusetts
$21.8M -$232K -1,564 -0.7%
GLA
69
Great Lakes Advisors
Illinois
$21.4M -$3.48M -23,519 -10%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$21.4M +$1.55M +10,428 +5%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$21.1M +$3.35M +22,619 +12%
PI
72
PGGM Investments
Netherlands
$20.8M +$30.1M +203,414 New
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$20.4M +$1.08M +7,319 +4%
National Pension Service
74
National Pension Service
South Korea
$20M
SEI Investments
75
SEI Investments
Pennsylvania
$19.5M +$1.17M +7,914 +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.