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Ameriprise Financial

705 hedge funds and large institutions have $10.7B invested in Ameriprise Financial in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 234 increasing their positions, 288 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 83.62%84.82% (+1.2%)

15% less funds holding

Funds holding: 827705 (-122)

19% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 288

29% less call options, than puts

Call options by funds: $22M | Put options by funds: $30.9M

39% less capital invested

Capital invested by funds: $17.6B → $10.7B (-$6.92B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

67% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 170

Holders
705
Holders Change
-122
Holders Change %
-14.75%
% of All Funds
15.54%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
56
Increased
234
Reduced
288
Closed
170
Calls
$22M
Puts
$30.9M
Net Calls
-$8.88M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B +$50.1M +338,333 +3%
BlackRock
2
BlackRock
New York
$1.01B +$28.5M +192,198 +2%
State Street
3
State Street
Massachusetts
$586M -$27.2M -183,660 -3%
Aristotle Capital Management
4
Aristotle Capital Management
California
$482M +$33.7M +227,640 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$444M -$15M -101,357 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$289M -$17.7M -119,360 -4%
UBS Group
7
UBS Group
Switzerland
$255M -$69.1M -466,559 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$249M +$6.78M +45,786 +2%
UBS AM
9
UBS AM
Illinois
$245M +$63.7M +430,018 +22%
LAM
10
Lyrical Asset Management
New York
$212M -$34.9M -235,445 -10%
Norges Bank
11
Norges Bank
Norway
$199M +$6.51M +43,906 +2%
Boston Partners
12
Boston Partners
Massachusetts
$198M +$22.4M +151,445 +8%
American Century Companies
13
American Century Companies
Missouri
$167M -$37.8M -255,019 -14%
Northern Trust
14
Northern Trust
Illinois
$164M -$716K -4,831 -0.3%
AQR Capital Management
15
AQR Capital Management
Connecticut
$141M +$19.3M +130,348 +11%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$138M +$60.9M +410,745 +44%
Charles Schwab
17
Charles Schwab
California
$134M -$8.67M -58,537 -4%
BGC
18
Beutel, Goodman & Co
Ontario, Canada
$126M +$6.93M +46,788 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$125M +$8.57M +57,817 +5%
Deutsche Bank
20
Deutsche Bank
Germany
$123M +$33.5M +225,910 +23%
Man Group
21
Man Group
United Kingdom
$112M -$77.6M -523,472 -32%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$109M +$15.7M +106,094 +11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$103M -$1.11M -7,488 -0.7%
Brown Advisory
24
Brown Advisory
Maryland
$95.5M +$18M +121,171 +15%
Bank of America
25
Bank of America
North Carolina
$93.5M -$882K -5,954 -0.6%

AMP Hedge Fund Activity: Q1 2020 in Review

705 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2020, worth a combined $10.7B — down 39% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of AMP and 56 opened new positions — a net loss of 114 holders — while 288 trimmed existing stakes and 234 added.

The largest buyer was UBS AM, adding an estimated $63.7M. The largest seller was Goldman Sachs, cutting an estimated $79.5M.

  • 705 institutional investors held Ameriprise Financial (AMP) as of Q1 2020, down from 827 in Q4 2019.
  • Funds reported $10.7B of Ameriprise Financial stock for Q1 2020, down 39% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q1 2020 and 170 closed out, a net change of -114 holders.
  • The largest Ameriprise Financial buyer in Q1 2020 was UBS AM, an estimated $63.7M added.
  • The largest Ameriprise Financial seller in Q1 2020 was Goldman Sachs, an estimated $79.5M sold.

Based on aggregated 13F filings for Q1 2020.