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Ameriprise Financial

767 hedge funds and large institutions have $11.9B invested in Ameriprise Financial in 2018 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 218 increasing their positions, 298 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.7M

0.46% less ownership

Funds ownership: 83.33%82.86% (-0.46%)

5% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 107

1% less funds holding

Funds holding: 778767 (-11)

27% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 298

32% less capital invested

Capital invested by funds: $17.4B → $11.9B (-$5.49B)

92% less funds holding in top 10

Funds holding in top 10: 121 (-11)

Holders
767
Holders Change
-11
Holders Change %
-1.41%
% of All Funds
17.09%
Holding in Top 10
1
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-91.67%
% of All Funds
0.02%
New
102
Increased
218
Reduced
298
Closed
107
Calls
$27.3M
Puts
$21.7M
Net Calls
+$5.59M
Net Calls Change
-$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B +$14.4M +115,004 +0.9%
BlackRock
2
BlackRock
New York
$1.08B -$19M -151,324 -1%
State Street
3
State Street
Massachusetts
$648M -$37.2M -296,487 -5%
Norges Bank
4
Norges Bank
Norway
$614M +$177M +1,412,524 +32%
JP Morgan Chase
5
JP Morgan Chase
New York
$548M +$336M +2,676,908 +104%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$347M -$14.5M -115,645 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$329M +$6.68M +53,218 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$317M +$152M +1,211,614 +66%
UBS Group
9
UBS Group
Switzerland
$317M -$41.2M -328,428 -10%
Aristotle Capital Management
10
Aristotle Capital Management
California
$307M -$7.07M -56,283 -2%
LAM
11
Lyrical Asset Management
New York
$243M -$12M -95,640 -4%
American Century Companies
12
American Century Companies
Missouri
$229M +$30.5M +242,695 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$203M +$13.5M +107,830 +6%
Northern Trust
14
Northern Trust
Illinois
$181M +$2.62M +20,895 +1%
Wells Fargo
15
Wells Fargo
California
$147M -$35.1M -279,583 -17%
Man Group
16
Man Group
United Kingdom
$137M -$37.8M -301,360 -19%
Deutsche Bank
17
Deutsche Bank
Germany
$137M -$75.6K -602 -0%
PAM
18
Panagora Asset Management
Massachusetts
$135M -$10.5M -83,853 -6%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$128M -$2.3M -18,299 -1%
Brown Advisory
20
Brown Advisory
Maryland
$120M +$1.08M +8,621 +0.8%
Prudential Financial
21
Prudential Financial
New Jersey
$117M -$977K -7,780 -0.7%
UBS AM
22
UBS AM
Illinois
$113M +$36.1M +287,429 +36%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$109M -$127M -1,010,226 -49%
Goldman Sachs
24
Goldman Sachs
New York
$103M -$44.9M -357,320 -27%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$103M +$22.7M +181,115 +23%

AMP Hedge Fund Activity: Q4 2018 in Review

767 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2018, worth a combined $11.9B — down 32% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of AMP and 102 opened new positions — a net loss of 5 holders — while 298 trimmed existing stakes and 218 added.

The largest buyer was JP Morgan Chase, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $127M.

  • 767 institutional investors held Ameriprise Financial (AMP) as of Q4 2018, down from 778 in Q3 2018.
  • Funds reported $11.9B of Ameriprise Financial stock for Q4 2018, down 32% quarter-over-quarter.
  • 102 funds opened new Ameriprise Financial positions in Q4 2018 and 107 closed out, a net change of -5 holders.
  • The largest Ameriprise Financial buyer in Q4 2018 was JP Morgan Chase, an estimated $336M added.
  • The largest Ameriprise Financial seller in Q4 2018 was Fidelity Investments, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2018.