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Ameriprise Financial

802 hedge funds and large institutions have $16.5B invested in Ameriprise Financial in 2019 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 258 increasing their positions, 282 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 63

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $14.6B → $16.5B (+$1.9B)

5% more funds holding

Funds holding: 761802 (+41)

0.9% less ownership

Funds ownership: 84.59%83.69% (-0.9%)

9% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 282

24% less call options, than puts

Call options by funds: $45M | Put options by funds: $59M

Holders
802
Holders Change
+41
Holders Change %
+5.39%
% of All Funds
17.42%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
112
Increased
258
Reduced
282
Closed
63
Calls
$45M
Puts
$59M
Net Calls
-$14M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B -$3.15M -21,800 -0.2%
BlackRock
2
BlackRock
New York
$1.45B -$4.71M -32,612 -0.3%
State Street
3
State Street
Massachusetts
$895M -$348K -2,405 -0%
JP Morgan Chase
4
JP Morgan Chase
New York
$745M +$15.6M +107,918 +2%
UBS Group
5
UBS Group
Switzerland
$521M -$47.1M -325,768 -8%
Norges Bank
6
Norges Bank
Norway
$483M -$280M -1,937,496 -37%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$448M -$13.8M -95,631 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$443M -$11.4M -78,881 -3%
Aristotle Capital Management
9
Aristotle Capital Management
California
$426M -$13.3M -92,253 -3%
AAMU
10
Amundi Asset Management US
Massachusetts
$405M +$85.6K +592 +0.2%
LAM
11
Lyrical Asset Management
New York
$349M -$13M -90,169 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$332M +$13.4M +92,456 +4%
Man Group
13
Man Group
United Kingdom
$303M +$136M +941,409 +82%
UBS AM
14
UBS AM
Illinois
$280M +$23.7M +164,258 +9%
American Century Companies
15
American Century Companies
Missouri
$266M -$40.8M -282,527 -13%
Northern Trust
16
Northern Trust
Illinois
$247M +$1.56M +10,775 +0.6%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$214M -$155M -1,070,708 -42%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$196M +$85.1M +588,510 +77%
Charles Schwab
19
Charles Schwab
California
$187M +$10.4M +71,812 +6%
Goldman Sachs
20
Goldman Sachs
New York
$177M +$30M +207,450 +20%
Deutsche Bank
21
Deutsche Bank
Germany
$176M -$1.73M -11,999 -1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$161M +$25.5M +176,692 +19%
PAM
23
Panagora Asset Management
Massachusetts
$160M -$6.8M -47,075 -4%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$159M -$12.6M -87,307 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$155M -$40.7M -281,342 -21%

AMP Hedge Fund Activity: Q2 2019 in Review

802 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2019, worth a combined $16.5B — up 13% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new AMP positions and 63 closed out — a net gain of 49 holders — while 258 added to existing stakes and 282 trimmed.

The largest buyer was Man Group, adding an estimated $136M. The largest seller was Norges Bank, cutting an estimated $280M.

  • 802 institutional investors held Ameriprise Financial (AMP) as of Q2 2019, up from 761 in Q1 2019.
  • Funds reported $16.5B of Ameriprise Financial stock for Q2 2019, up 13% quarter-over-quarter.
  • 112 funds opened new Ameriprise Financial positions in Q2 2019 and 63 closed out, a net change of +49 holders.
  • The largest Ameriprise Financial buyer in Q2 2019 was Man Group, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q2 2019 was Norges Bank, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2019.