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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
WJA
401
Williams Jones & Associates
New York
$512K +$551K +5,700 New
RC
402
RegentAtlantic Capital
New Jersey
$506K -$29K -300 -5%
1GA
403
1st Global Advisors
Texas
$503K +$17.9K +185 +3%
TMAM
404
Tokio Marine Asset Management
Japan
$495K -$10.9K -113 -2%
LIA
405
LS Investment Advisors
Michigan
$487K -$22.3K -231 -4%
ECM
406
ETrade Capital Management
Virginia
$481K -$5.22K -54 -1%
SC
407
Scotia Capital
Ontario, Canada
$480K +$28.4K +294 +6%
OMCS
408
Old Mutual Customised Solutions
South Africa
$476K
TC
409
Telemus Capital
Michigan
$471K +$85K +880 +20%
MERSOM
410
Municipal Employees' Retirement System of Michigan
Michigan
$470K +$3.87K +40 +0.8%
EWM
411
Evercore Wealth Management
New York
$470K +$24.3K +251 +5%
MFS
412
MSI Financial Services
Massachusetts
$470K +$116K +1,199 +30%
CEP
413
Chicago Equity Partners
Illinois
$470K +$505K +5,230 New
MIM
414
Marco Investment Management
Georgia
$464K
Fiera Capital (Canada)
415
Fiera Capital (Canada)
Quebec, Canada
$460K +$495K +5,119 New
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$455K +$10.6K +110 +2%
Walleye Trading
417
Walleye Trading
New York
$438K +$471K +4,878 New
WIS
418
Wright Investors Service
Connecticut
$431K +$463K +4,795 New
IC
419
IKOS CIF
Cyprus
$429K +$484K +5,014 New
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$420K -$2.27M -23,467 -83%
DIA
421
Dean Investment Associates
Ohio
$414K +$62.9K +651 +16%
FBFS
422
First Business Financial Services
Wisconsin
$413K -$48.7K -504 -10%
HNB
423
Huntington National Bank
Ohio
$407K -$253K -2,617 -37%
BCM
424
BlueCrest Capital Management
Jersey
$407K -$166K -1,714 -27%
SSA
425
Schonfeld Strategic Advisors
New York
$404K +$435K +4,499 New

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.