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Ameriprise Financial

761 hedge funds and large institutions have $14.6B invested in Ameriprise Financial in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 246 increasing their positions, 278 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

22% more capital invested

Capital invested by funds: $11.9B → $14.6B (+$2.64B)

1.73% more ownership

Funds ownership: 82.86%84.59% (+1.7%)

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

1% more call options, than puts

Call options by funds: $51.6M | Put options by funds: $51.3M

1% less funds holding

Funds holding: 767761 (-6)

12% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 278

Holders
761
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
16.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.13%
New
75
Increased
246
Reduced
278
Closed
71
Calls
$51.6M
Puts
$51.3M
Net Calls
+$325K
Net Calls Change
-$5.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B -$164M -1,322,308 -10%
BlackRock
2
BlackRock
New York
$1.28B -$36.5M -294,204 -3%
State Street
3
State Street
Massachusetts
$790M -$5.66M -45,569 -0.7%
Norges Bank
4
Norges Bank
Norway
$675M -$76.2M -614,066 -10%
JP Morgan Chase
5
JP Morgan Chase
New York
$649M -$23.5M -189,469 -4%
UBS Group
6
UBS Group
Switzerland
$502M +$109M +880,508 +29%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$408M -$17.1M -137,470 -4%
LSV Asset Management
8
LSV Asset Management
Illinois
$401M -$2.92M -23,509 -0.7%
Aristotle Capital Management
9
Aristotle Capital Management
California
$388M +$11.2M +90,254 +3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$326M -$60.8M -489,724 -16%
LAM
11
Lyrical Asset Management
New York
$319M +$20.5M +165,202 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$281M +$30.8M +247,848 +13%
American Century Companies
13
American Century Companies
Missouri
$271M -$9.47M -76,293 -3%
UBS AM
14
UBS AM
Illinois
$226M +$84M +676,908 +62%
Northern Trust
15
Northern Trust
Illinois
$216M -$5.73M -46,203 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$173M +$109M +876,540 +185%
Deutsche Bank
17
Deutsche Bank
Germany
$157M -$10.3M -82,808 -6%
Charles Schwab
18
Charles Schwab
California
$156M +$59.7M +480,745 +65%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$152M -$5.55M -44,710 -4%
PAM
20
Panagora Asset Management
Massachusetts
$147M -$17.9M -144,146 -11%
Man Group
21
Man Group
United Kingdom
$146M -$20.9M -168,202 -13%
Brown Advisory
22
Brown Advisory
Maryland
$143M -$3.82M -30,793 -3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$134M +$836K +6,735 +0.6%
Goldman Sachs
24
Goldman Sachs
New York
$130M +$3.49M +28,143 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$129M +$3.06M +24,654 +3%

AMP Hedge Fund Activity: Q1 2019 in Review

761 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2019, worth a combined $14.6B — up 22% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 71 closed out — a net gain of 4 holders — while 246 added to existing stakes and 278 trimmed.

The largest buyer was UBS Group, adding an estimated $109M. The largest seller was Vanguard Group, cutting an estimated $164M.

  • 761 institutional investors held Ameriprise Financial (AMP) as of Q1 2019, down from 767 in Q4 2018.
  • Funds reported $14.6B of Ameriprise Financial stock for Q1 2019, up 22% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q1 2019 and 71 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q1 2019 was UBS Group, an estimated $109M added.
  • The largest Ameriprise Financial seller in Q1 2019 was Vanguard Group, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2019.