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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
HCM
451
Howland Capital Management
Massachusetts
$404K
Pacer Advisors
452
Pacer Advisors
Pennsylvania
$400K +$12.3K +99 +3%
SC
453
Savant Capital
Illinois
$398K +$2.48K +20 +0.7%
TCOV
454
Trust Company of Vermont
Vermont
$393K +$18.6K +150 +5%
QC
455
QCM Cayman
Texas
$390K +$372K +3,005 New
PI
456
Pettee Investors
Connecticut
$389K
PFC
457
Poplar Forest Capital
California
$389K +$371K +3,000 New
Dodge & Cox
458
Dodge & Cox
California
$382K -$29.7K -240 -8%
HIM
459
Hillsdale Investment Management
Ontario, Canada
$381K +$364K +2,940 New
IA
460
IFP Advisors
Florida
$377K -$72.3K -584 -17%
LIM
461
Leavell Investment Management
Alabama
$377K +$360K +2,907 New
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$371K
HCM
463
Highbridge Capital Management
New York
$370K -$73.3K -592 -17%
Fiera Capital (Canada)
464
Fiera Capital (Canada)
Quebec, Canada
$364K +$347K +2,804 New
PCM
465
Perritt Capital Management
Illinois
$357K -$15.5K -125 -4%
GS
466
GAM Systematic
United Kingdom
$355K +$339K +2,739 New
IR
467
Invictus RG
Bermuda
$355K +$339K +2,741 New
FPCG
468
Fort Pitt Capital Group
Pennsylvania
$354K +$24.9K +201 +8%
VI
469
Versor Investments
New York
$353K +$337K +2,724 New
TMAM
470
Tokio Marine Asset Management
Japan
$351K -$102K -824 -23%
DW
471
Domani Wealth
Pennsylvania
$350K
HK
472
Horizon Kinetics
New York
$348K
AZA
473
Arthur Zaske & Associates
Michigan
$339K
PIM
474
Penobscot Investment Management
Massachusetts
$338K
HFS
475
HL Financial Services
Kentucky
$336K -$190K -1,538 -37%

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.