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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
LWM
451
LBA Wealth Management
Florida
$311K -$17.9K -185 -5%
AssetMark Inc
452
AssetMark Inc
California
$309K -$553K -5,726 -62%
SC
453
Savant Capital
Illinois
$307K +$30.9K +320 +10%
AG
454
Advisor Group
Arizona
$305K +$330K +3,411 New
Creative Planning
455
Creative Planning
Kansas
$304K +$193 +2 +0.1%
Bank of Nova Scotia
456
Bank of Nova Scotia
Ontario, Canada
$303K +$11.6K +120 +4%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$302K -$23.5K -243 -7%
W
458
Wealthfront
California
$299K +$32.5K +336 +11%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$296K +$5.6K +58 +2%
AIP
460
Ameritas Investment Partners
Nebraska
$293K
SWP
461
Stratos Wealth Partners
Ohio
$293K +$4.35K +45 +1%
Nomura Holdings
462
Nomura Holdings
Japan
$290K +$309K +3,200 New
FAB
463
First American Bank
Illinois
$289K -$8.7K -90 -3%
ISL
464
Ingalls & Snyder LLC
New York
$288K -$35K -362 -10%
PIM
465
Penobscot Investment Management
Massachusetts
$288K
Pacer Advisors
466
Pacer Advisors
Pennsylvania
$288K +$36.6K +379 +13%
FMT
467
First Mercantile Trust
Tennessee
$288K +$309K +3,200 New
EOJOAM
468
E. Ohman J:or Asset Management
Sweden
$288K -$48.3K -500 -14%
Dodge & Cox
469
Dodge & Cox
California
$286K
HCM
470
Howland Capital Management
Massachusetts
$284K -$773 -8 -0.3%
PCM
471
Perritt Capital Management
Illinois
$284K
LOAME
472
Lombard Odier Asset Management (Europe)
United Kingdom
$284K +$305K +3,156 New
Handelsbanken Fonder
473
Handelsbanken Fonder
Sweden
$282K
PCA
474
Peddock Capital Advisors
Massachusetts
$272K +$7.05K +73 +2%
FQ
475
First Quadrant
California
$270K

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.