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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
CFG
426
Citizens Financial Group
Rhode Island
$402K
BRWA
427
B. Riley Wealth Advisors
Florida
$400K +$109K +1,126 +34%
PCM
428
Pointe Capital Management
Michigan
$398K -$28.7K -297 -6%
PA
429
Profund Advisors
Maryland
$366K +$34.4K +356 +10%
Marshall Wace
430
Marshall Wace
United Kingdom
$365K +$392K +4,057 New
CC
431
Courier Capital
New York
$364K -$5.7K -59 -1%
B
432
Barings
North Carolina
$362K -$676K -7,000 -63%
CC
433
ClearArc Capital
Ohio
$362K -$9.08K -94 -2%
WMC
434
Westwood Management Corporation
Illinois
$359K
SI
435
Stephens Inc
Arkansas
$358K +$92.4K +956 +32%
PWP
436
Private Wealth Partners
California
$350K -$38.6K -400 -9%
TF
437
Tompkins Financial
New York
$348K +$69.1K +715 +23%
CIC
438
Chilton Investment Company
Connecticut
$347K -$55.6K -576 -13%
MSV
439
MN Services Vermogensbeheer
Netherlands
$345K -$7.92K -82 -2%
JIC
440
Johnson Investment Counsel
Ohio
$344K -$5.02K -52 -1%
UB
441
UMB Bank
Missouri
$342K +$30.2K +313 +9%
PI
442
PineBridge Investments
New York
$340K -$77.1K -798 -17%
BFS
443
Bradley Foster & Sargent
Connecticut
$338K -$7.73K -80 -2%
BA
444
Boston Advisors
Massachusetts
$335K -$735K -7,610 -67%
WFG
445
Windsor Financial Group
Minnesota
$333K
NIMI
446
Natixis Investment Managers International
France
$325K +$349K +3,612 New
KGI
447
KBI Global Investors
Ireland
$321K +$345K +3,571 New
KFA
448
Kelleher Financial Advisors
New York
$317K
CONA
449
Capital One National Association
New York
$315K +$5.41K +56 +2%
GF
450
Gabelli Funds
New York
$314K

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.