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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
CS
76
Credit Suisse
Switzerland
$41.6M +$2.17M +13,311 +5%
DK
77
Darrell & King
Virginia
$40.4M -$934K -5,725 -2%
USAA
78
United Services Automobile Association
Texas
$40.2M -$5.56M -34,107 -11%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$39.3M +$12.9M +79,300 +43%
AAMU
80
Amundi Asset Management US
Massachusetts
$39.1M -$2.99M -18,331 -6%
GC
81
Guggenheim Capital
Illinois
$39M +$3.73M +22,836 +9%
AllianceBernstein
82
AllianceBernstein
Tennessee
$37.9M -$1.76M -10,766 -4%
DAC
83
Dividend Assets Capital
South Carolina
$37.7M -$1.64M -10,063 -4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$37.2M -$815K -4,999 -2%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$36.7M -$519K -3,183 -1%
Asset Management One
86
Asset Management One
Japan
$36M -$38K -233 -0.1%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$35.8M -$1.32M -8,062 -3%
Lazard Asset Management
88
Lazard Asset Management
New York
$35M -$12.3M -75,490 -24%
MSL
89
Mackay Shields LLC
New York
$34.9M +$38.5M +236,213 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.9M +$2.99M +18,316 +9%
First Trust Advisors
91
First Trust Advisors
Illinois
$32M +$15.7M +95,954 +80%
WCM
92
Wedge Capital Management
North Carolina
$31.2M +$1.41M +8,637 +4%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$30.6M -$1.37M -8,373 -4%
WF
94
Welch & Forbes
Massachusetts
$29.8M +$1.63M +10,011 +5%
RG
95
Renaissance Group
Kentucky
$29.6M -$1.13M -6,911 -3%
SLAM
96
Swiss Life Asset Management
$29.3M -$220K -1,348 -0.7%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$29.1M -$2.12M -13,000 -6%
RCAMU
98
Rothschild & Co Asset Management US
Connecticut
$29M -$1.25M -7,668 -4%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$27.7M -$1.57M -9,606 -5%
BA
100
Boston Advisors
Massachusetts
$27.4M -$3.6M -22,063 -11%

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.