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Ameriprise Financial

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663678 (+15)

1.36% more ownership

Funds ownership: 84.23%85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
426
Stewart & Patten Company
California
$486K +$464K +3,748 New
WFG
427
Windsor Financial Group
Minnesota
$480K
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$473K -$162K -1,313 -26%
PCM
429
Pointe Capital Management
Michigan
$470K +$448K +3,621 New
AssetMark Inc
430
AssetMark Inc
California
$468K +$124 +1 +0%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$468K +$14K +113 +3%
AIP
432
Ameritas Investment Partners
Nebraska
$460K -$39.1K -316 -8%
JIC
433
Johnson Investment Counsel
Ohio
$460K +$11.9K +96 +3%
VIA
434
Virtus Investment Advisers
Connecticut
$451K -$53K -428 -11%
SSG
435
Summit Securities Group
New York
$450K +$429K +3,469 New
SWP
436
Stratos Wealth Partners
Ohio
$448K +$7.18K +58 +2%
GF
437
Gabelli Funds
New York
$441K
PAM
438
Private Asset Management
California
$440K +$61.9K +500 +17%
PAM
439
Palisade Asset Management
Minnesota
$438K +$12.4K +100 +3%
MYLI
440
Meiji Yasuda Life Insurance
Japan
$436K -$86.6K -700 -17%
UB
441
UMB Bank
Missouri
$433K
NIPH
442
NN Investment Partners Holdings
Netherlands
$430K -$14.4K -116 -3%
Parallax Volatility Advisers
443
Parallax Volatility Advisers
California
$430K +$162K +1,309 +65%
II
444
IFM Investors
Australia
$424K +$139K +1,126 +53%
CONA
445
Capital One National Association
New York
$418K -$29.9K -242 -7%
CIC
446
Chilton Investment Company
Connecticut
$415K
FNFDCM
447
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$412K
BOH
448
Bank of Hawaii
Hawaii
$412K +$393K +3,175 New
BRWA
449
B. Riley Wealth Advisors
Florida
$408K +$5.69K +46 +1%
FB
450
Fulton Bank
Pennsylvania
$406K +$113K +912 +41%

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.