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Ameriprise Financial

631 hedge funds and large institutions have $12.6B invested in Ameriprise Financial in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

28% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.3M

3% more funds holding

Funds holding: 611631 (+20)

3.9% less ownership

Funds ownership: 88.63%84.73% (-3.9%)

6% less capital invested

Capital invested by funds: $13.5B → $12.6B (-$875M)

13% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 243

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
631
Holders Change
+20
Holders Change %
+3.27%
% of All Funds
16.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
212
Reduced
243
Closed
47
Calls
$23.4M
Puts
$18.3M
Net Calls
+$5.12M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
301
Keeley Asset Management
Illinois
$1.32M -$53.6K -555 -4%
QIM
302
Quantitative Investment Management
Virginia
$1.3M +$1.4M +14,500 New
ACM
303
Aviance Capital Management
Florida
$1.29M +$87.3K +904 +7%
SAM
304
Shell Asset Management
Netherlands
$1.28M +$464K +4,806 +51%
KRS
305
Kentucky Retirement Systems
Kentucky
$1.27M -$138K -1,424 -9%
MC
306
Menta Capital
California
$1.26M -$473K -4,900 -26%
DnB Asset Management
307
DnB Asset Management
Norway
$1.26M +$29K +300 +2%
GIP
308
Greatmark Investment Partners
Georgia
$1.24M +$396K +4,095 +42%
GCP
309
GSA Capital Partners
United Kingdom
$1.24M +$1.33M +13,787 New
CBN
310
Cadence Bank NA
Texas
$1.22M +$409K +4,231 +45%
Baird Financial Group
311
Baird Financial Group
Wisconsin
$1.22M -$408K -4,228 -25%
HighTower Advisors
312
HighTower Advisors
Illinois
$1.21M -$224K -2,320 -15%
CIP
313
Convergence Investment Partners
Florida
$1.2M +$75K +776 +6%
CIM
314
Cambria Investment Management
California
$1.2M -$130K -1,350 -9%
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.19M +$71.2K +737 +6%
FA
316
FDx Advisors
Illinois
$1.19M +$380K +3,931 +42%
RFC
317
Regions Financial Corp
Alabama
$1.18M -$24.5K -254 -2%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$1.17M -$32.7K -338 -3%
CK
319
Cohen Klingenstein
New York
$1.17M
TAM
320
Tealwood Asset Management
Minnesota
$1.16M +$12.6K +130 +1%
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$1.14M -$792K -8,200 -39%
O
322
OppenheimerFunds
New York
$1.14M -$84K -869 -6%
GIA
323
Gateway Investment Advisers
Ohio
$1.12M -$33.2K -344 -3%
AI
324
Atria Investments
North Carolina
$1.12M +$174K +1,805 +17%
KeyBank National Association
325
KeyBank National Association
Ohio
$1.12M -$59.5K -616 -5%

AMP Hedge Fund Activity: Q2 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2016, worth a combined $12.6B — down 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 47 closed out — a net gain of 28 holders — while 212 added to existing stakes and 243 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $219M. The largest seller was Royal London Asset Management, cutting an estimated $378M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q2 2016, up from 611 in Q1 2016.
  • Funds reported $12.6B of Ameriprise Financial stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2016 and 47 closed out, a net change of +28 holders.
  • The largest Ameriprise Financial buyer in Q2 2016 was Aristotle Capital Management, an estimated $219M added.
  • The largest Ameriprise Financial seller in Q2 2016 was Royal London Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2016.