We are live on ! Find out more
AMP icon

Ameriprise Financial
AMP

653 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 279 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $11.4M

112% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 41

7% more funds holding

Funds holding: 613 → 653 (+40)

2.1% less ownership

Funds ownership: 86.71% → 84.61% (-2.1%)

6% less capital invested

Capital invested by funds: $16.8B → $15.8B (-$959M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

37% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 279

Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
17.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
87
Increased
177
Reduced
279
Closed
41
Calls
$27.3M
Puts
$11.4M
Net Calls
+$15.9M
Net Calls Change
+$3.75M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
2
Norges Bank
Norges Bank
Norway
+$105M
3
Millennium Management
Millennium Management
New York
+$66.9M
4
Brown Advisory
Brown Advisory
Maryland
+$56.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.6M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$210M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$174M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$70.8M
5
VFA
Virtus Fund Advisers
Connecticut
-$69.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$145M -$2.75M -24,591 -2%
Wells Fargo
27
Wells Fargo
California
$144M +$10.2M +91,525 +7%
GE
28
General Electric
Ohio
$140M -$30.8M -275,563 -17%
LAM
29
Lyrical Asset Management
New York
$128M +$4.09M +36,562 +3%
Bank of America
30
Bank of America
North Carolina
$122M -$1.31M -11,753 -1%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$121M +$3.38M +30,245 +3%
BlackRock
32
BlackRock
New York
$95.8M +$556K +4,973 +0.6%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$93.3M -$3.02M -27,000 -3%
Brown Advisory
34
Brown Advisory
Maryland
$91.9M +$56.2M +502,907 +139%
PAM
35
Panagora Asset Management
Massachusetts
$89.9M -$61M -545,830 -39%
Teacher Retirement System of Texas
36
Teacher Retirement System of Texas
Texas
$89.7M -$690K -6,173 -0.7%
Morgan Stanley
37
Morgan Stanley
New York
$89M +$36.6M +327,238 +64%
American Century Companies
38
American Century Companies
Missouri
$88.6M -$28.5M -254,604 -23%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$80.6M -$22M -196,741 -21%
Millennium Management
40
Millennium Management
New York
$80M +$66.9M +598,334 +391%
Legal & General Group
41
Legal & General Group
United Kingdom
$79.1M -$725K -6,485 -0.9%
Credit Agricole
42
Credit Agricole
France
$74.6M +$8.85M +79,160 +13%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$73M -$2.85M -25,500 -4%
TA
44
Teachers Advisors
New York
$71.5M -$3.42M -30,638 -4%
RFC
45
Russell Frank Company
Washington
$69.4M -$6.17M -55,179 -8%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$66.8M -$3M -26,809 -4%
AQR Capital Management
47
AQR Capital Management
Connecticut
$65.9M -$2.09M -18,665 -3%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$65.7M +$4.34M +38,859 +7%
JHIU
49
Janus Henderson Investors US
Colorado
$62.8M -$16.1M -143,780 -20%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$60.7M +$212K +1,900 +0.3%
1
2
3 4 5

AMP Hedge Fund Activity: Q4 2015 in Review

653 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2015, worth a combined $15.8B — down 5.7% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AMP positions and 41 closed out — a net gain of 46 holders — while 177 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Epoch Investment Partners, cutting an estimated $210M.

  • 653 institutional investors held Ameriprise Financial (AMP) as of Q4 2015, up from 613 in Q3 2015.
  • Funds reported $15.8B of Ameriprise Financial stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 87 funds opened new Ameriprise Financial positions in Q4 2015 and 41 closed out, a net change of +46 holders.
  • The largest Ameriprise Financial buyer in Q4 2015 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ameriprise Financial seller in Q4 2015 was Epoch Investment Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2015.