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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
BFS
451
Bradley Foster & Sargent
Connecticut
$479K -$1.14K -9 -0.2%
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$478K +$13.7K +108 +3%
SPC
453
Stewart & Patten Company
California
$477K
WFG
454
Windsor Financial Group
Minnesota
$471K
CSIC
455
Clifford Swan Investment Counsel
California
$469K +$468K +3,686 New
Verition Fund Management
456
Verition Fund Management
Connecticut
$456K +$216K +1,700 +90%
UB
457
UMB Bank
Missouri
$453K +$28.6K +225 +7%
AIP
458
Ameritas Investment Partners
Nebraska
$451K
FNBT
459
FineMark National Bank & Trust
Florida
$445K -$83.4K -657 -16%
PAG
460
Private Advisor Group
New Jersey
$443K +$92.2K +726 +28%
PA
461
Profund Advisors
Maryland
$442K -$192K -1,511 -30%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$442K -$17.8K -140 -4%
SWP
463
Stratos Wealth Partners
Ohio
$442K +$2.16K +17 +0.5%
MYLI
464
Meiji Yasuda Life Insurance
Japan
$440K +$12.7K +100 +3%
USGIU
465
U.S. Global Investors (USGI)
Texas
$438K -$118K -933 -21%
GF
466
Gabelli Funds
New York
$433K
PAM
467
Private Asset Management
California
$432K
PAM
468
Palisade Asset Management
Minnesota
$430K
DVM
469
Dreman Value Management
Florida
$425K -$150K -1,185 -26%
PCM
470
Pointe Capital Management
Michigan
$411K -$49.9K -393 -11%
CONA
471
Capital One National Association
New York
$408K -$2.92K -23 -0.7%
CIC
472
Chilton Investment Company
Connecticut
$408K
BRWA
473
B. Riley Wealth Advisors
Florida
$406K +$4.06K +32 +1%
SC
474
Savant Capital
Illinois
$401K +$10.2K +80 +3%
HCM
475
Howland Capital Management
Massachusetts
$396K

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.