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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B +$25.5M +179,941 +1%
BlackRock
2
BlackRock
New York
$1.52B +$55.7M +392,679 +4%
State Street
3
State Street
Massachusetts
$910M -$19M -134,197 -2%
Norges Bank
4
Norges Bank
Norway
$733M +$7.45M +52,589 +1%
UBS Group
5
UBS Group
Switzerland
$446M +$89.1M +628,585 +25%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$433M +$54.2M +382,319 +14%
LSV Asset Management
7
LSV Asset Management
Illinois
$426M +$16.1M +113,705 +4%
Aristotle Capital Management
8
Aristotle Capital Management
California
$406M +$28.5M +200,786 +7%
AQR Capital Management
9
AQR Capital Management
Connecticut
$328M +$13.9M +98,094 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$324M -$274M -1,936,655 -46%
LAM
11
Lyrical Asset Management
New York
$322M +$7.3M +51,511 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$291M +$117M +825,832 +66%
Northern Trust
13
Northern Trust
Illinois
$270M -$4.1M -28,942 -1%
Goldman Sachs
14
Goldman Sachs
New York
$262M -$48.9M -344,834 -16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$254M +$34M +239,784 +15%
American Century Companies
16
American Century Companies
Missouri
$251M +$53.9M +380,361 +27%
Deutsche Bank
17
Deutsche Bank
Germany
$249M -$52.6M -370,976 -17%
Wells Fargo
18
Wells Fargo
California
$230M -$15.9M -112,063 -6%
Man Group
19
Man Group
United Kingdom
$203M -$20.5M -144,859 -9%
PAM
20
Panagora Asset Management
Massachusetts
$202M -$11.8M -83,303 -5%
Morgan Stanley
21
Morgan Stanley
New York
$200M -$45.2M -318,752 -18%
Citadel Advisors
22
Citadel Advisors
Florida
$167M +$15.3M +108,004 +10%
Prudential Financial
23
Prudential Financial
New Jersey
$166M +$37.1M +261,767 +28%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$161M +$11.9M +83,956 +8%
Brown Advisory
25
Brown Advisory
Maryland
$161M +$3.83M +27,050 +2%

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.