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Ameriprise Financial

817 hedge funds and large institutions have $21.5B invested in Ameriprise Financial in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 34

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

13% more capital invested

Capital invested by funds: $19B → $21.5B (+$2.5B)

13% more funds holding

Funds holding: 724817 (+93)

0.69% more ownership

Funds ownership: 85.3%85.99% (+0.69%)

6% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 272

11% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $21.7M

Holders
817
Holders Change
+93
Holders Change %
+12.85%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.36%
New
129
Increased
256
Reduced
272
Closed
34
Calls
$19.2M
Puts
$21.7M
Net Calls
-$2.48M
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
Wasatch Advisors
Utah
$926K +$240K +1,500 +38%
ASN
427
Advisory Services Network
Georgia
$897K +$53K +331 +7%
JG
428
Jefferies Group
New York
$893K -$664K -4,144 -44%
Capital Fund Management (CFM)
429
Capital Fund Management (CFM)
France
$870K -$4.78M -29,800 -85%
DIA
430
Dean Investment Associates
Ohio
$867K +$32.8K +205 +4%
Pacer Advisors
431
Pacer Advisors
Pennsylvania
$860K +$240K +1,496 +42%
SM
432
Sciencast Management
New Jersey
$856K +$770K +4,805 New
FBFS
433
First Business Financial Services
Wisconsin
$855K +$85.1K +531 +12%
GCA
434
Gideon Capital Advisors
New York
$853K +$806K +5,033 New
IUHSA
435
Itau Unibanco Holding S.A.
Brazil
$851K +$421K +2,628 +110%
PCA
436
Peddock Capital Advisors
Massachusetts
$847K +$160 +1 +0%
SC
437
Scotia Capital
Ontario, Canada
$840K -$3.85K -24 -0.5%
BC
438
Brinker Capital
Pennsylvania
$837K -$14.4K -90 -2%
MIM
439
Marco Investment Management
Georgia
$834K -$6.41K -40 -0.8%
FB
440
Fulton Bank
Pennsylvania
$834K +$93.6K +584 +13%
V
441
Veritable
Delaware
$821K -$204K -1,272 -21%
PA
442
Profund Advisors
Maryland
$817K +$202K +1,262 +35%
HFS
443
HL Financial Services
Kentucky
$813K +$358K +2,232 +87%
CIM
444
CIM Investment Management
Pennsylvania
$806K -$11.5K -72 -1%
BUB
445
BBVA USA Bancshares
Texas
$792K
EWM
446
Evercore Wealth Management
New York
$790K
MAM
447
Martingale Asset Management
Massachusetts
$769K -$16.8K -105 -2%
AP
448
Advisor Partners
California
$767K -$10.6K -66 -2%
FI
449
FormulaFolio Investments
Michigan
$767K +$725K +4,527 New
PG
450
PEAK6 Group
Illinois
$759K +$717K +4,476 New

AMP Hedge Fund Activity: Q4 2017 in Review

817 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2017, worth a combined $21.5B — up 13% from $19B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AMP positions and 34 closed out — a net gain of 95 holders — while 256 added to existing stakes and 272 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $108M. The largest seller was Norges Bank, cutting an estimated $297M.

  • 817 institutional investors held Ameriprise Financial (AMP) as of Q4 2017, up from 724 in Q3 2017.
  • Funds reported $21.5B of Ameriprise Financial stock for Q4 2017, up 13% quarter-over-quarter.
  • 129 funds opened new Ameriprise Financial positions in Q4 2017 and 34 closed out, a net change of +95 holders.
  • The largest Ameriprise Financial buyer in Q4 2017 was AQR Capital Management, an estimated $108M added.
  • The largest Ameriprise Financial seller in Q4 2017 was Norges Bank, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2017.