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Ameriprise Financial
AMP

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: 678 → 697 (+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: 9 → 5 (-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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$81.7M
2
Millennium Management
Millennium Management
New York
+$65M
3
Morgan Stanley
Morgan Stanley
New York
+$59.1M
4
PAM
Panagora Asset Management
Massachusetts
+$48.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$43.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$300M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$275M
3
JP Morgan Chase
JP Morgan Chase
New York
-$141M
4
TCIM
TIAA CREF Investment Management
New York
-$80.5M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$118M +$48.2M +379,870 +70%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$117M -$40.4M -317,915 -26%
TA
28
Teachers Advisors
New York
$110M -$8.01M -63,071 -7%
APG Asset Management
29
APG Asset Management
Netherlands
$109M +$6.12M +48,200 +6%
Allianz Asset Management
30
Allianz Asset Management
Germany
$100M -$5.51M -43,430 -5%
Legal & General Group
31
Legal & General Group
United Kingdom
$98.1M +$3.01M +23,699 +3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$98.1M -$15.6M -123,176 -14%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$96.6M -$6.62M -52,109 -6%
AQR Capital Management
34
AQR Capital Management
Connecticut
$92.5M -$23.9M -187,882 -21%
ClearBridge Investments
35
ClearBridge Investments
New York
$87.4M -$764K -6,015 -0.9%
PPA
36
Parametric Portfolio Associates
Washington
$84.3M +$34.5M +271,393 +69%
UBS AM
37
UBS AM
Illinois
$83.5M +$22.8M +179,365 +38%
Millennium Management
38
Millennium Management
New York
$81.2M +$65M +511,642 +406%
Invesco
39
Invesco
Georgia
$75.5M +$11.7M +91,990 +18%
Charles Schwab
40
Charles Schwab
California
$70.7M +$1.55M +12,242 +2%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$68.4M -$15.2M -120,000 -18%
GLA
42
Great Lakes Advisors
Illinois
$66.3M -$3.21M -25,282 -5%
SAM
43
Silvercrest Asset Management
New York
$66.1M -$74.9K -590 -0.1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$65.4M +$761K +5,991 +1%
Principal Financial Group
45
Principal Financial Group
Iowa
$64.8M +$33.7M +265,632 +109%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$64.4M -$52.4M -412,652 -45%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$64.3M +$3.61M +28,451 +6%
Prudential Financial
48
Prudential Financial
New Jersey
$62.4M -$17.3M -136,386 -22%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$59.2M -$1.35M -10,657 -2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$54.8M -$927K -7,300 -2%
1
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3 4 5

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.