We are live on ! Find out more
AMP icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B -$57.9M -354,959 -3%
BlackRock
2
BlackRock
New York
$1.54B -$10.4M -63,914 -0.6%
State Street
3
State Street
Massachusetts
$983M -$64.4M -395,039 -6%
Norges Bank
4
Norges Bank
Norway
$767M +$7.43M +45,574 +0.9%
JP Morgan Chase
5
JP Morgan Chase
New York
$629M +$2.29M +14,054 +0.3%
LSV Asset Management
6
LSV Asset Management
Illinois
$434M +$22.7M +139,093 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$401M -$92M -564,203 -17%
Aristotle Capital Management
8
Aristotle Capital Management
California
$400M +$23.8M +146,097 +6%
UBS Group
9
UBS Group
Switzerland
$379M -$13.6M -83,283 -3%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$337M +$32.8M +201,134 +10%
LAM
11
Lyrical Asset Management
New York
$332M +$22.5M +137,952 +7%
AQR Capital Management
12
AQR Capital Management
Connecticut
$330M +$51.7M +317,079 +17%
Goldman Sachs
13
Goldman Sachs
New York
$328M -$2.33M -14,309 -0.6%
Deutsche Bank
14
Deutsche Bank
Germany
$319M +$34.6M +211,984 +11%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$307M -$377M -2,309,271 -53%
Northern Trust
16
Northern Trust
Illinois
$290M -$5.13M -31,436 -2%
Wells Fargo
17
Wells Fargo
California
$260M -$63.7M -390,370 -18%
Morgan Stanley
18
Morgan Stanley
New York
$259M +$33.2M +203,563 +13%
Man Group
19
Man Group
United Kingdom
$236M +$260M +1,592,763 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$233M +$6.73M +41,247 +3%
PAM
21
Panagora Asset Management
Massachusetts
$226M +$5.32M +32,599 +2%
American Century Companies
22
American Century Companies
Missouri
$210M +$5M +30,674 +2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$185M +$133M +814,000 +185%
Brown Advisory
24
Brown Advisory
Maryland
$166M -$9.33M -57,170 -5%
Allianz Asset Management
25
Allianz Asset Management
Germany
$163M +$26.8M +164,042 +18%

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.