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Ameriprise Financial

755 hedge funds and large institutions have $15.4B invested in Ameriprise Financial in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 202 increasing their positions, 295 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

44% more capital invested

Capital invested by funds: $10.7B → $15.4B (+$4.73B)

7% more funds holding

Funds holding: 705755 (+50)

0.6% less ownership

Funds ownership: 84.82%84.22% (-0.6%)

32% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 295

42% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $68M

Holders
755
Holders Change
+50
Holders Change %
+7.09%
% of All Funds
15.48%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
121
Increased
202
Reduced
295
Closed
63
Calls
$39.6M
Puts
$68M
Net Calls
-$28.3M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$290M +2,264,040 +17%
BlackRock
2
BlackRock
New York
$1.36B -$100M -780,277 -8%
State Street
3
State Street
Massachusetts
$838M -$16.5M -128,818 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$717M +$9.41M +73,364 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$614M -$31.3M -243,889 -6%
LSV Asset Management
6
LSV Asset Management
Illinois
$413M -$7.97M -62,127 -2%
UBS AM
7
UBS AM
Illinois
$355M -$3.2M -24,936 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$346M -$15.7M -122,559 -5%
UBS Group
9
UBS Group
Switzerland
$335M -$32.4M -252,708 -10%
American Century Companies
10
American Century Companies
Missouri
$313M +$58.2M +454,088 +28%
Boston Partners
11
Boston Partners
Massachusetts
$292M +$1.3M +10,117 +0.5%
LAM
12
Lyrical Asset Management
New York
$286M -$21M -164,135 -8%
Charles Schwab
13
Charles Schwab
California
$244M +$40.5M +316,057 +24%
Northern Trust
14
Northern Trust
Illinois
$236M -$3.44M -26,864 -2%
Norges Bank
15
Norges Bank
Norway
$215M -$65M -507,162 -26%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$207M +$3.85M +30,018 +2%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$202M +$14.6M +114,094 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$178M -$4.5M -35,107 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$178M +$15.7M +122,801 +12%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$158M +$6.31M +49,202 +5%
Brown Advisory
21
Brown Advisory
Maryland
$156M +$13.7M +106,519 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$152M +$19.3M +150,366 +17%
AQR Capital Management
23
AQR Capital Management
Connecticut
$151M -$45.9M -357,882 -26%
Prudential Financial
24
Prudential Financial
New Jersey
$150M +$44.2M +344,559 +53%
Deutsche Bank
25
Deutsche Bank
Germany
$142M -$32.2M -250,815 -21%

AMP Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2020, worth a combined $15.4B — up 44% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AMP positions and 63 closed out — a net gain of 58 holders — while 202 added to existing stakes and 295 trimmed.

The largest buyer was Vanguard Group, adding an estimated $290M. The largest seller was BlackRock, cutting an estimated $100M.

  • 755 institutional investors held Ameriprise Financial (AMP) as of Q2 2020, up from 705 in Q1 2020.
  • Funds reported $15.4B of Ameriprise Financial stock for Q2 2020, up 44% quarter-over-quarter.
  • 121 funds opened new Ameriprise Financial positions in Q2 2020 and 63 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q2 2020 was Vanguard Group, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q2 2020 was BlackRock, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.