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Ameriprise Financial

663 hedge funds and large institutions have $14.8B invested in Ameriprise Financial in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.49B)

5% more funds holding

Funds holding: 631663 (+32)

0.21% more ownership

Funds ownership: 84.02%84.23% (+0.21%)

22% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 260

29% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $39.1M

Holders
663
Holders Change
+32
Holders Change %
+5.07%
% of All Funds
16.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
98
Increased
203
Reduced
260
Closed
58
Calls
$27.7M
Puts
$39.1M
Net Calls
-$11.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$118M +$39.8M +376,468 +55%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$101M -$4.96M -47,006 -5%
Bank of America
28
Bank of America
North Carolina
$98M -$9.35M -88,577 -9%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$97.5M +$38.5M +364,934 +73%
NI
30
Numeric Investors
Massachusetts
$96.6M -$20.9M -198,337 -19%
AQR Capital Management
31
AQR Capital Management
Connecticut
$95M +$8.13M +77,000 +10%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$92.1M -$55.4M -524,246 -39%
Legal & General Group
33
Legal & General Group
United Kingdom
$81.6M -$1.61M -15,289 -2%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$80.3M -$10.6M -100,000 -12%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$77M -$9.84M -93,200 -12%
CLM
36
ClearBridge LLC (Maryland)
Maryland
$76.5M -$8.42M -79,703 -10%
Morgan Stanley
37
Morgan Stanley
New York
$73.4M +$1.87M +17,710 +3%
PPA
38
Parametric Portfolio Associates
Washington
$72M +$6.88M +65,126 +11%
APG Asset Management
39
APG Asset Management
Netherlands
$65.3M +$770K +7,291 +1%
BlackRock
40
BlackRock
New York
$65.3M -$15.9M -150,898 -20%
GLA
41
Great Lakes Advisors
Illinois
$64.5M +$989K +9,361 +2%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$64M +$29.4M +277,954 +93%
UBS AM
43
UBS AM
Illinois
$62.4M +$13.2M +124,747 +29%
Prudential Financial
44
Prudential Financial
New Jersey
$61M -$22.3M -210,756 -28%
CS
45
Credit Suisse
Switzerland
$60.6M +$20.1M +190,246 +53%
Charles Schwab
46
Charles Schwab
California
$58M +$1.89M +17,873 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$57.1M -$9.87M -93,442 -15%
SAM
48
Silvercrest Asset Management
New York
$55.9M +$1.01M +9,520 +2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$53.2M -$1.25M -11,807 -2%
ClearBridge Investments
50
ClearBridge Investments
New York
$52.5M -$838K -7,934 -2%

AMP Hedge Fund Activity: Q4 2016 in Review

663 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2016, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMP positions and 58 closed out — a net gain of 40 holders — while 203 added to existing stakes and 260 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 663 institutional investors held Ameriprise Financial (AMP) as of Q4 2016, up from 631 in Q3 2016.
  • Funds reported $14.8B of Ameriprise Financial stock for Q4 2016, up 11% quarter-over-quarter.
  • 98 funds opened new Ameriprise Financial positions in Q4 2016 and 58 closed out, a net change of +40 holders.
  • The largest Ameriprise Financial buyer in Q4 2016 was TIAA CREF Investment Management, an estimated $124M added.
  • The largest Ameriprise Financial seller in Q4 2016 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2016.