We are live on ! Find out more
AMP icon

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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$17.9M -$97.1K -782 -0.6%
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$17.7M +$10.5M +84,461 +157%
Lazard Asset Management
103
Lazard Asset Management
New York
$17.6M +$1.33M +10,752 +8%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$17.3M +$1.55M +12,491 +10%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M +$707K +5,698 +4%
AG
106
Aperio Group
California
$16.9M -$112K -901 -0.7%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$16.6M -$170K -1,367 -1%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.4M -$1.44M -11,618 -8%
Canada Life
109
Canada Life
Manitoba, Canada
$16.1M +$3.55M +28,635 +29%
O
110
OppenheimerFunds
New York
$15.8M -$1.64M -13,174 -10%
KeyBank National Association
111
KeyBank National Association
Ohio
$15.6M +$1.53M +12,341 +11%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$15M +$3.14M +25,335 +28%
GC
113
Gillson Capital
Illinois
$14.9M +$14.5M +116,693 New
SW
114
SVB Wealth
Massachusetts
$14.8M +$95.7K +771 +0.7%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$14.1M -$131K -1,053 -0.9%
FCI
116
Financial Counselors Inc
Kansas
$13.3M +$785K +6,323 +6%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$13.2M +$1.37M +11,010 +12%
HI
118
HBK Investments
Texas
$12.9M +$1.92M +15,460 +18%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$12.7M +$164K +1,319 +1%
FP
120
Foundry Partners
Minnesota
$12.7M -$304K -2,450 -2%
Marshall Wace
121
Marshall Wace
United Kingdom
$11.8M +$10.8M +87,220 +1,651%
Los Angeles Capital Management
122
Los Angeles Capital Management
California
$11.5M -$268K -2,160 -2%
FIM
123
Foresters Investment Management
New York
$11.4M +$174K +1,400 +2%
CS
124
Candriam SCA
Luxembourg
$11.3M -$374K -3,012 -4%
Connor, Clark & Lunn Investment Management (CC&L)
125
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.1M +$987K +7,950 +10%

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.