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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
LIA
401
LS Investment Advisors
Michigan
$579K +$40.5K +343 +7%
Twin Tree Management
402
Twin Tree Management
Texas
$572K +$67.2K +570 +12%
MIM
403
Marco Investment Management
Georgia
$563K
ACM
404
Apex Capital Management
Ohio
$558K -$1.53K -13 -0.3%
MC
405
Miles Capital
Iowa
$549K -$13.3K -113 -2%
Verition Fund Management
406
Verition Fund Management
Connecticut
$546K +$591K +5,007 New
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$540K +$29.5K +250 +5%
ONB
408
Old National Bancorp
Indiana
$527K -$11K -93 -2%
CTC
409
Central Trust Company
Missouri
$527K -$354 -3 -0.1%
SCA
410
Secor Capital Advisors
New York
$513K +$555K +4,701 New
Capstone Investment Advisors
411
Capstone Investment Advisors
New York
$511K +$553K +4,690 New
NG
412
NatWest Group
United Kingdom
$510K -$7.55K -64 -1%
PA
413
Profund Advisors
Maryland
$505K -$180K -1,525 -25%
SC
414
Scotia Capital
Ontario, Canada
$502K +$21.4K +181 +4%
AP
415
Appleton Partners
Massachusetts
$501K +$541K +4,589 New
SCM
416
Shelton Capital Management
Colorado
$488K +$47.2K +400 +10%
1GA
417
1st Global Advisors
Texas
$482K -$7.08K -60 -1%
BTNA
418
Bremer Trust National Association
Minnesota
$482K +$94.5K +801 +22%
ECM
419
ETrade Capital Management
Virginia
$478K +$63.8K +541 +14%
EWM
420
Evercore Wealth Management
New York
$468K -$826 -7 -0.2%
PCM
421
Pointe Capital Management
Michigan
$461K
BFS
422
Bradley Foster & Sargent
Connecticut
$447K
CCM
423
CrestPoint Capital Management
Missouri
$447K +$153K +1,300 +46%
JIC
424
Johnson Investment Counsel
Ohio
$439K -$17.7K -150 -4%
RJT
425
Raymond James Trust
Florida
$438K +$159K +1,344 +51%

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.