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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
CA
426
Cornerstone Advisors
North Carolina
$437K
CI
427
Constellation Investments
Ohio
$423K
B
428
Barings
North Carolina
$418K -$709K -6,007 -61%
VRS
429
Virginia Retirement Systems
Virginia
$417K +$1.77K +15 +0.4%
ISL
430
Ingalls & Snyder LLC
New York
$410K
Creative Planning
431
Creative Planning
Kansas
$409K +$442K +3,744 New
TF
432
Tompkins Financial
New York
$404K -$56.3K -477 -11%
WFG
433
Windsor Financial Group
Minnesota
$404K
OA
434
Oxbow Advisors
Texas
$404K +$51.9K +440 +13%
EOJOAM
435
E. Ohman J:or Asset Management
Sweden
$404K
AP
436
Advisor Partners
California
$402K -$65.7K -557 -13%
GIP
437
Greatmark Investment Partners
Georgia
$392K -$2.95K -25 -0.7%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$389K +$51.5K +437 +14%
KFA
439
Kelleher Financial Advisors
New York
$386K
CC
440
Courier Capital
New York
$385K
EI
441
EDMP Inc
Florida
$384K
GF
442
Gabelli Funds
New York
$382K
UB
443
UMB Bank
Missouri
$381K
AIP
444
Ameritas Investment Partners
Nebraska
$378K
WCM
445
Washington Capital Management
Washington
$375K
BRWA
446
B. Riley Wealth Advisors
Florida
$372K -$22.1K -187 -5%
ClearBridge Investments
447
ClearBridge Investments
New York
$371K
Bank of Nova Scotia
448
Bank of Nova Scotia
Ontario, Canada
$367K +$14.2K +120 +4%
ST
449
Smithfield Trust
Pennsylvania
$365K -$9.67K -82 -2%
BF
450
BOK Financial
Oklahoma
$363K +$25.5K +216 +7%

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.