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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$113M -$47.8M -494,416 -28%
Bank of America
27
Bank of America
North Carolina
$111M +$17.5M +181,199 +17%
EIP
28
Epoch Investment Partners
New York
$111M -$30.2M -312,166 -20%
American Century Companies
29
American Century Companies
Missouri
$103M +$12.7M +131,738 +13%
GE
30
General Electric
Ohio
$101M +$3.62M +37,487 +3%
NI
31
Numeric Investors
Massachusetts
$91.7M +$83.3M +862,200 +543%
Prudential Financial
32
Prudential Financial
New Jersey
$83.8M +$43.6M +451,219 +94%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$83.5M +$18.2M +188,740 +25%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$81.9M -$2.66M -27,500 -3%
BlackRock
35
BlackRock
New York
$75.2M +$5.1M +52,827 +7%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$71.6M -$3.86M -40,000 -5%
Legal & General Group
37
Legal & General Group
United Kingdom
$69.1M +$185K +1,918 +0.3%
CLM
38
ClearBridge LLC (Maryland)
Maryland
$68.7M -$17.3K -179 -0%
Morgan Stanley
39
Morgan Stanley
New York
$66.9M +$34.8M +360,415 +94%
TA
40
Teachers Advisors
New York
$64M -$2.09M -21,678 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$63.2M +$23.2M +240,530 +52%
GLA
42
Great Lakes Advisors
Illinois
$51.7M +$1.1M +11,354 +2%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$51M -$13.9M -143,776 -20%
PPA
44
Parametric Portfolio Associates
Washington
$50.5M +$3.32M +34,409 +7%
AQR Capital Management
45
AQR Capital Management
Connecticut
$49.5M +$2.84M +29,410 +6%
AT
46
AMF Tjänstepension
Sweden
$49.4M
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$49.3M -$744K -7,700 -1%
EA
48
Emerald Acquisition
Washington
$46.9M +$50.5M +522,387 New
Charles Schwab
49
Charles Schwab
California
$45.6M +$434K +4,494 +0.9%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$45.1M -$46.1M -477,511 -49%

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.