Ameriprise Financial
611 hedge funds and large institutions have $13.5B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 239 reducing their positions, and 82 closing their positions.
62% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $16.8M
4.02% more ownership
Funds ownership: 84.61% → 88.63% (+4%)
5% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 239
6% less funds holding
Funds holding: 653 → 611 (-42)
15% less capital invested
Capital invested by funds: $15.8B → $13.5B (-$2.35B)
39% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 82
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$460M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$351M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$222M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$246M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$230M |
| 3 |
JP Morgan Chase
New York
|
-$217M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$173M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$136M |
AMP Hedge Fund Activity: Q1 2016 in Review
611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.5B — down 15% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of AMP and 50 opened new positions — a net loss of 32 holders — while 239 trimmed existing stakes and 228 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $246M sold.
- 611 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 653 in Q4 2015.
- Funds reported $13.5B of Ameriprise Financial stock for Q1 2016, down 15% quarter-over-quarter.
- 50 funds opened new Ameriprise Financial positions in Q1 2016 and 82 closed out, a net change of -32 holders.
- The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
- The largest Ameriprise Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2016.