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Ameriprise Financial
AMP

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663 → 678 (+15)

1.36% more ownership

Funds ownership: 84.23% → 85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.24B
2
JP Morgan Chase
JP Morgan Chase
New York
+$307M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$61M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$59M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$216M
2
Norges Bank
Norges Bank
Norway
-$151M
3
State Street
State Street
Massachusetts
-$137M
4
TCIM
TIAA CREF Investment Management
New York
-$105M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBOA
226
Commonwealth Bank of Australia
Australia
$3.51M -$34.2K -276 -1%
URS
227
Utah Retirement Systems
Utah
$3.48M -$235K -1,900 -7%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$3.45M +$2.31M +18,688 +237%
Skandinaviska Enskilda Banken (SEB)
229
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.44M -$357K -2,882 -10%
CCM
230
Cadence Capital Management
Massachusetts
$3.44M -$529K -4,272 -14%
CC
231
ClearArc Capital
Ohio
$3.42M +$535K +4,320 +20%
HJA
232
Hugh Johnson Advisors
New York
$3.34M +$38K +307 +1%
BTNA
233
Bremer Trust National Association
Minnesota
$3.32M -$424K -3,427 -12%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$3.29M +$49.3K +398 +2%
LIM
235
Loudon Investment Management
New Hampshire
$3.28M -$175K -1,415 -5%
ERSOT
236
Employees Retirement System of Texas
Texas
$3.25M – – –
GI
237
GAMCO Investors
Connecticut
$3.25M -$44.6K -360 -1%
PG
238
PEAK6 Group
Illinois
$3.22M +$3.07M +24,828 New
AAIM
239
American Assets Investment Management
California
$3.19M – – –
FMC
240
First Merchants Corp
Indiana
$3.12M -$16.8K -136 -0.6%
MCIM
241
Meadow Creek Investment Management
Georgia
$3.02M +$99K +800 +4%
MA
242
MUFG Americas
New York
$3.01M -$35.4K -286 -1%
CBB
243
Citizens Business Bank
California
$2.97M +$6.31K +51 +0.2%
ZIG
244
Zurich Insurance Group
Switzerland
$2.97M +$85.3K +689 +3%
NIT
245
NumerixS Investment Technologies
British Columbia, Canada
$2.87M +$1.44M +11,600 +110%
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$2.86M – – –
MSA
247
Mason Street Advisors
Wisconsin
$2.76M -$41K -331 -2%
William Blair & Company
248
William Blair & Company
Illinois
$2.67M +$372K +3,005 +17%
AWP
249
Ascent Wealth Partners
New York
$2.6M +$16.1K +130 +0.7%
B
250
BP
United Kingdom
$2.59M – – –
8 9
10
11 12

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.