We are live on ! Find out more
AMP icon

Ameriprise Financial

778 hedge funds and large institutions have $17.4B invested in Ameriprise Financial in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 244 increasing their positions, 279 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $13.2M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

3% more capital invested

Capital invested by funds: $16.8B → $17.4B (+$558M)

0% more funds holding

Funds holding: 775778 (+3)

0.65% less ownership

Funds ownership: 83.97%83.33% (-0.65%)

13% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 279

Holders
778
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.79%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
68
Increased
244
Reduced
279
Closed
58
Calls
$25.9M
Puts
$13.2M
Net Calls
+$12.7M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B -$16.3M -114,256 -0.9%
BlackRock
2
BlackRock
New York
$1.54B -$54.1M -377,778 -3%
State Street
3
State Street
Massachusetts
$961M +$10.9K +76 +0%
Norges Bank
4
Norges Bank
Norway
$660M -$110M -767,897 -15%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$508M +$49M +342,277 +11%
UBS Group
6
UBS Group
Switzerland
$497M +$24.8M +173,242 +5%
LSV Asset Management
7
LSV Asset Management
Illinois
$458M +$7.41M +51,806 +2%
Aristotle Capital Management
8
Aristotle Capital Management
California
$442M +$13.3M +92,801 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$381M +$37.7M +263,728 +11%
LAM
10
Lyrical Asset Management
New York
$358M +$17.7M +123,738 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$303M -$3.82M -26,723 -1%
American Century Companies
12
American Century Companies
Missouri
$288M +$21.9M +153,038 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$272M +$3.36M +23,511 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$270M +$148M +1,037,111 +132%
Northern Trust
15
Northern Trust
Illinois
$253M -$31.3M -218,544 -11%
Wells Fargo
16
Wells Fargo
California
$249M +$6.25M +43,681 +3%
Man Group
17
Man Group
United Kingdom
$238M +$23.6M +165,113 +11%
PAM
18
Panagora Asset Management
Massachusetts
$203M -$9.54M -66,644 -5%
Goldman Sachs
19
Goldman Sachs
New York
$198M -$75.5M -527,562 -28%
Morgan Stanley
20
Morgan Stanley
New York
$195M -$16.1M -112,638 -8%
Deutsche Bank
21
Deutsche Bank
Germany
$193M -$67.8M -473,593 -27%
AQR Capital Management
22
AQR Capital Management
Connecticut
$189M -$151M -1,052,255 -45%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$184M +$13.7M +95,677 +8%
Brown Advisory
24
Brown Advisory
Maryland
$168M -$1.42M -9,902 -0.9%
Prudential Financial
25
Prudential Financial
New Jersey
$167M -$7.89M -55,107 -5%

AMP Hedge Fund Activity: Q3 2018 in Review

778 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2018, worth a combined $17.4B — up 3.3% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AMP positions and 58 closed out — a net gain of 10 holders — while 244 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $148M. The largest seller was AQR Capital Management, cutting an estimated $151M.

  • 778 institutional investors held Ameriprise Financial (AMP) as of Q3 2018, up from 775 in Q2 2018.
  • Funds reported $17.4B of Ameriprise Financial stock for Q3 2018, up 3.3% quarter-over-quarter.
  • 68 funds opened new Ameriprise Financial positions in Q3 2018 and 58 closed out, a net change of +10 holders.
  • The largest Ameriprise Financial buyer in Q3 2018 was T. Rowe Price Associates, an estimated $148M added.
  • The largest Ameriprise Financial seller in Q3 2018 was AQR Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2018.