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Ameriprise Financial

827 hedge funds and large institutions have $17.6B invested in Ameriprise Financial in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 224 increasing their positions, 313 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $16B → $17.6B (+$1.6B)

10% more funds holding

Funds holding: 754827 (+73)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 83.91%83.62% (-0.29%)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 313

48% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $54.4M

Holders
827
Holders Change
+73
Holders Change %
+9.68%
% of All Funds
16.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
140
Increased
224
Reduced
313
Closed
53
Calls
$28.1M
Puts
$54.4M
Net Calls
-$26.3M
Net Calls Change
+$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B -$48.6M -313,727 -2%
BlackRock
2
BlackRock
New York
$1.61B -$62.2M -401,531 -4%
State Street
3
State Street
Massachusetts
$982M -$18.4M -118,949 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$746M +$221M +1,423,169 +47%
JP Morgan Chase
5
JP Morgan Chase
New York
$739M -$199M -1,281,297 -22%
UBS Group
6
UBS Group
Switzerland
$492M +$7.82M +50,476 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$489M -$8.43M -54,412 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$397M +$8.01M +51,693 +2%
LAM
9
Lyrical Asset Management
New York
$384M +$11.9M +76,704 +3%
UBS AM
10
UBS AM
Illinois
$327M +$7.33M +47,299 +2%
Norges Bank
11
Norges Bank
Norway
$316M -$166M -1,070,390 -36%
American Century Companies
12
American Century Companies
Missouri
$314M +$7.86M +50,738 +3%
Boston Partners
13
Boston Partners
Massachusetts
$297M +$63.4M +409,195 +30%
Man Group
14
Man Group
United Kingdom
$270M -$23.9M -153,959 -9%
Northern Trust
15
Northern Trust
Illinois
$267M -$5.09M -32,817 -2%
Charles Schwab
16
Charles Schwab
California
$228M -$3.33M -21,497 -2%
Goldman Sachs
17
Goldman Sachs
New York
$218M -$22.4M -144,377 -10%
AQR Capital Management
18
AQR Capital Management
Connecticut
$207M -$22.1M -142,885 -10%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$198M -$3.78M -24,384 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$194M -$90.6M -584,963 -33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$173M +$11.1M +71,461 +7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$171M +$13.2M +85,255 +9%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$169M -$677K -4,366 -0.4%
Deutsche Bank
24
Deutsche Bank
Germany
$162M -$6.81M -43,953 -4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$159M -$7.36M -47,471 -5%

AMP Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2019, worth a combined $17.6B — up 10% from $16B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new AMP positions and 53 closed out — a net gain of 87 holders — while 224 added to existing stakes and 313 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $221M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 827 institutional investors held Ameriprise Financial (AMP) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $17.6B of Ameriprise Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 140 funds opened new Ameriprise Financial positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest Ameriprise Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $221M added.
  • The largest Ameriprise Financial seller in Q4 2019 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2019.