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Ameriprise Financial

775 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 268 increasing their positions, 280 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $41.5M

4% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 280

2.05% less ownership

Funds ownership: 86.03%83.97% (-2.1%)

4% less funds holding

Funds holding: 809775 (-34)

9% less capital invested

Capital invested by funds: $18.6B → $16.8B (-$1.71B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

32% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 87

Holders
775
Holders Change
-34
Holders Change %
-4.2%
% of All Funds
17.74%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
59
Increased
268
Reduced
280
Closed
87
Calls
$50.1M
Puts
$41.5M
Net Calls
+$8.64M
Net Calls Change
-$433M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$26.3M +$2.88M +20,288 +12%
Two Sigma Investments
102
Two Sigma Investments
New York
$26.3M +$26.6M +187,753 New
GC
103
Gillson Capital
Illinois
$25.3M +$25.6M +180,952 New
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$24.4M -$12.9M -91,200 -34%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$24.2M -$2.09M -14,775 -8%
Robeco Institutional Asset Management
106
Robeco Institutional Asset Management
Netherlands
$23.5M -$665K -4,694 -3%
National Pension Service
107
National Pension Service
South Korea
$23.2M +$1.86M +13,101 +8%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$20.8M +$1.28M +9,033 +6%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$20.5M +$20.1M +142,049 +3,085%
AP
110
Atwood & Palmer
Missouri
$20.2M -$127K -895 -0.6%
Citigroup
111
Citigroup
New York
$20.1M +$1.29M +9,100 +7%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$19.9M +$116K +816 +0.6%
AG
113
Aperio Group
California
$18.7M +$585K +4,125 +3%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$18.3M +$460K +3,242 +3%
FCM
115
Flinton Capital Management
Pennsylvania
$18M -$101K -714 -0.6%
KeyBank National Association
116
KeyBank National Association
Ohio
$17.2M +$197K +1,392 +1%
Victory Capital Management
117
Victory Capital Management
Texas
$17.1M -$42.2M -298,070 -71%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$17M -$308K -2,173 -2%
Lazard Asset Management
119
Lazard Asset Management
New York
$16.5M -$16.8M -118,627 -50%
Grantham, Mayo, Van Otterloo & Co (GMO)
120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.4M -$5.14M -36,286 -24%
ACI
121
AMP Capital Investors
Australia
$16.3M +$896K +6,324 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.2M +$15.9M +112,201 +3,098%
Canada Life
123
Canada Life
Manitoba, Canada
$16M +$723K +5,103 +5%
Marshall Wace
124
Marshall Wace
United Kingdom
$15.6M +$3.78M +26,676 +31%
FCI
125
Financial Counselors Inc
Kansas
$15M +$400K +2,819 +3%

AMP Hedge Fund Activity: Q2 2018 in Review

775 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2018, worth a combined $16.8B — down 9.2% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AMP and 59 opened new positions — a net loss of 28 holders — while 280 trimmed existing stakes and 268 added.

The largest buyer was Fidelity Investments, adding an estimated $117M. The largest seller was VOYA Investment Management, cutting an estimated $286M.

  • 775 institutional investors held Ameriprise Financial (AMP) as of Q2 2018, down from 809 in Q1 2018.
  • Funds reported $16.8B of Ameriprise Financial stock for Q2 2018, down 9.2% quarter-over-quarter.
  • 59 funds opened new Ameriprise Financial positions in Q2 2018 and 87 closed out, a net change of -28 holders.
  • The largest Ameriprise Financial buyer in Q2 2018 was Fidelity Investments, an estimated $117M added.
  • The largest Ameriprise Financial seller in Q2 2018 was VOYA Investment Management, an estimated $286M sold.

Based on aggregated 13F filings for Q2 2018.