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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
FCI
101
Financial Counselors Inc
Kansas
$12.1M +$884K +5,964 +5%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$12M -$385K -2,600 -2%
MSV
103
MN Services Vermogensbeheer
Netherlands
$11.9M -$1.11M -7,500 -6%
SW
104
SVB Wealth
Massachusetts
$11.8M +$613K +4,134 +4%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$11.4M -$1.71M -11,539 -9%
CS
106
Candriam SCA
Luxembourg
$11.3M +$1.48K +10 +0%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$11.1M +$258K +1,740 +2%
FWCM
108
Ferguson Wellman Capital Management
Oregon
$10.7M +$65K +439 +0.4%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$10.3M +$3.76M +25,353 +34%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$10.2M -$2.07M -14,000 -12%
SIA
111
Sit Investment Associates
Minnesota
$10.2M +$5.73M +38,675 +64%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$9.99M +$1.3M +8,778 +10%
APG Asset Management
113
APG Asset Management
Netherlands
$9.87M +$10.9M +73,612 +325%
BCM
114
Basswood Capital Management
New York
$9.65M +$10.4M +70,472 +298%
NLGIA
115
Nippon Life Global Investors Americas
New York
$9.64M +$4.76M +32,140 +52%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$9.61M
PI
117
PineBridge Investments
New York
$9.38M +$6.63M +44,778 +96%
NIPH
118
NN Investment Partners Holdings
Netherlands
$9.28M -$1.09M -7,385 -8%
KBC Group
119
KBC Group
Belgium
$9.11M +$678K +4,579 +5%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$9.07M -$3.1M -20,891 -19%
ACI
121
AMP Capital Investors
Australia
$8.75M +$138K +932 +1%
SCM
122
SKBA Capital Management
California
$8.74M +$2.91M +19,650 +30%
Lazard Asset Management
123
Lazard Asset Management
New York
$8.72M +$2.06M +13,890 +20%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$8.64M -$2.55M -17,232 -17%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$8.2M -$535K -3,609 -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.