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Ameriprise Financial

697 hedge funds and large institutions have $16.3B invested in Ameriprise Financial in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 234 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

3% more funds holding

Funds holding: 678697 (+19)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 243

4% less capital invested

Capital invested by funds: $17.1B → $16.3B (-$740M)

1.43% less ownership

Funds ownership: 85.59%84.17% (-1.4%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

48% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $45.3M

Holders
697
Holders Change
+19
Holders Change %
+2.8%
% of All Funds
17.38%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
75
Increased
234
Reduced
243
Closed
50
Calls
$23.7M
Puts
$45.3M
Net Calls
-$21.6M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evercore Wealth Management
New York
$595K -$28.1K -221 -5%
VI
427
Versor Investments
New York
$594K +$246K +1,939 +71%
LIA
428
LS Investment Advisors
Michigan
$591K +$21.7K +171 +4%
FB
429
Fulton Bank
Pennsylvania
$590K +$191K +1,501 +48%
BWA
430
BDO Wealth Advisors
Florida
$584K +$582K +4,585 New
1GA
431
1st Global Advisors
Texas
$578K -$10.5K -83 -2%
II
432
IFM Investors
Australia
$571K +$155K +1,220 +37%
ONB
433
Old National Bancorp
Indiana
$558K -$20.4K -161 -4%
CFG
434
Citizens Financial Group
Rhode Island
$557K -$14K -110 -2%
JIC
435
Johnson Investment Counsel
Ohio
$554K +$102K +802 +23%
AP
436
Advisor Partners
California
$553K +$6.98K +55 +1%
OAM
437
Oppenheimer Asset Management
New York
$548K -$56.5K -445 -9%
CFA
438
Camarda Financial Advisors
Florida
$547K -$72K -567 -12%
YMRC
439
Yorktown Management & Research Company
Virginia
$547K
W
440
Wealthfront
California
$538K +$53.3K +420 +11%
WI
441
Wintrust Investments
Illinois
$535K -$3.94K -31 -0.7%
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$531K +$1.14K +9 +0.2%
IRF
443
IBM Retirement Fund
New York
$530K +$267K +2,099 +129%
AssetMark Inc
444
AssetMark Inc
California
$526K +$66.5K +524 +15%
FBFS
445
First Business Financial Services
Wisconsin
$518K +$5.08K +40 +1%
FWM
446
Frontier Wealth Management
Missouri
$516K +$22.1K +174 +4%
ASN
447
Advisory Services Network
Georgia
$515K +$19.7K +155 +4%
CTC
448
Central Trust Company
Missouri
$499K
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$496K
AIM
450
Achmea Investment Management
Netherlands
$488K +$255K +2,010 +109%

AMP Hedge Fund Activity: Q2 2017 in Review

697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2017, worth a combined $16.3B — down 4.3% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 50 closed out — a net gain of 25 holders — while 234 added to existing stakes and 243 trimmed.

The largest buyer was Norges Bank, adding an estimated $81.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $300M.

  • 697 institutional investors held Ameriprise Financial (AMP) as of Q2 2017, up from 678 in Q1 2017.
  • Funds reported $16.3B of Ameriprise Financial stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2017 and 50 closed out, a net change of +25 holders.
  • The largest Ameriprise Financial buyer in Q2 2017 was Norges Bank, an estimated $81.7M added.
  • The largest Ameriprise Financial seller in Q2 2017 was T. Rowe Price Associates, an estimated $300M sold.

Based on aggregated 13F filings for Q2 2017.