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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oppenheimer & Co
New York
$827K +$190K +1,612 +27%
WMC
377
Westwood Management Corporation
Illinois
$810K
MYAM
378
Meiji Yasuda Asset Management
Japan
$769K -$193K -1,640 -19%
AI
379
Atria Investments
North Carolina
$760K -$14.5K -123 -2%
Commonwealth Equity Services
380
Commonwealth Equity Services
Massachusetts
$741K -$306K -2,593 -28%
RC
381
RegentAtlantic Capital
New Jersey
$739K
AB
382
Amalgamated Bank
New York
$739K +$26K +220 +3%
LTFS
383
Ladenburg Thalmann Financial Services
Florida
$726K +$96.7K +820 +14%
Neuberger Berman Group
384
Neuberger Berman Group
New York
$715K -$74.9K -635 -9%
TMAM
385
Tokio Marine Asset Management
Japan
$713K -$30.6K -259 -4%
RIM
386
Regent Investment Management
Kentucky
$694K
ECM
387
Element Capital Management
New York
$694K +$703K +5,960 +1,490%
ACM
388
Aviance Capital Management
Florida
$675K +$729K +6,184 New
ECM
389
Everence Capital Management
Indiana
$673K
PIM
390
Penobscot Investment Management
Massachusetts
$670K +$10.6K +90 +1%
CAM
391
Centre Asset Management
New York
$666K
OMCS
392
Old Mutual Customised Solutions
South Africa
$666K +$130K +1,100 +22%
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$650K +$4.48K +38 +0.6%
CA
394
Commerzbank Aktiengesellschaft
Germany
$616K -$1.71M -14,527 -72%
V
395
Veritable
Delaware
$604K +$5.43K +46 +0.8%
AIM
396
Assured Investment Management
New York
$600K +$283K +2,400 +77%
JG
397
Jefferies Group
New York
$591K +$609K +5,159 +2,064%
HNB
398
Huntington National Bank
Ohio
$589K -$11.8K -100 -2%
SO
399
STRS Ohio
Ohio
$589K +$42.2K +358 +7%
MERSOM
400
Municipal Employees' Retirement System of Michigan
Michigan
$584K -$8.26K -70 -1%

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.