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Ameriprise Financial

754 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 276 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.69%83.91% (+0.22%)

3% less capital invested

Capital invested by funds: $16.5B → $16B (-$418M)

8% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 276

6% less funds holding

Funds holding: 802754 (-48)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

43% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $82M

44% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 97

Holders
754
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
276
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.98B +$304M +2,170,812 +19%
BlackRock
2
BlackRock
New York
$1.48B +$8.86M +63,241 +0.6%
State Street
3
State Street
Massachusetts
$885M -$20.5M -146,453 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$841M +$76.6M +546,698 +11%
Aristotle Capital Management
5
Aristotle Capital Management
California
$450M +$16.8M +119,653 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$440M -$8.4M -59,959 -2%
Norges Bank
7
Norges Bank
Norway
$436M -$51.1M -364,304 -11%
UBS Group
8
UBS Group
Switzerland
$427M -$96.2M -686,543 -19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$343M +$6.23M +44,475 +2%
LAM
10
Lyrical Asset Management
New York
$328M -$24.1M -172,068 -7%
UBS AM
11
UBS AM
Illinois
$282M -$1.65M -11,778 -0.6%
American Century Companies
12
American Century Companies
Missouri
$270M +$155K +1,106 +0.1%
Man Group
13
Man Group
United Kingdom
$261M -$43.8M -312,795 -15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$258M -$187M -1,337,383 -43%
Northern Trust
15
Northern Trust
Illinois
$241M -$9.01M -64,268 -4%
Goldman Sachs
16
Goldman Sachs
New York
$214M +$32.8M +234,417 +19%
Charles Schwab
17
Charles Schwab
California
$205M +$14.6M +103,858 +8%
AQR Capital Management
18
AQR Capital Management
Connecticut
$203M +$38.4M +273,962 +25%
Boston Partners
19
Boston Partners
Massachusetts
$202M +$172M +1,226,534 +837%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$180M +$29.9M +213,588 +21%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$157M -$4.4M -31,401 -3%
PAM
22
Panagora Asset Management
Massachusetts
$151M -$10.1M -72,014 -7%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$150M -$63.9M -455,762 -31%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$150M +$200K +1,430 +0.1%
Deutsche Bank
25
Deutsche Bank
Germany
$149M -$27.9M -199,097 -16%

AMP Hedge Fund Activity: Q3 2019 in Review

754 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2019, worth a combined $16B — down 2.5% from $16.5B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AMP and 54 opened new positions — a net loss of 43 holders — while 276 trimmed existing stakes and 253 added.

The largest buyer was Vanguard Group, adding an estimated $304M. The largest seller was Bank of New York Mellon, cutting an estimated $187M.

  • 754 institutional investors held Ameriprise Financial (AMP) as of Q3 2019, down from 802 in Q2 2019.
  • Funds reported $16B of Ameriprise Financial stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 54 funds opened new Ameriprise Financial positions in Q3 2019 and 97 closed out, a net change of -43 holders.
  • The largest Ameriprise Financial buyer in Q3 2019 was Vanguard Group, an estimated $304M added.
  • The largest Ameriprise Financial seller in Q3 2019 was Bank of New York Mellon, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.