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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
476
Frontier Wealth Management
Missouri
$280K +$31.3K +265 +12%
SC
477
Savant Capital
Illinois
$274K -$3.54K -30 -1%
GAM
478
Guinness Asset Management
United Kingdom
$273K -$11.8K -100 -4%
AAM
479
Auxier Asset Management
Oregon
$273K
PI
480
Pettee Investors
Connecticut
$273K
FPCG
481
Fort Pitt Capital Group
Pennsylvania
$266K
HCM
482
Hilton Capital Management
New York
$262K
MPI
483
Mairs & Power Inc
Minnesota
$261K
GIM
484
Groesbeck Investment Management
New Jersey
$259K
HPC
485
HM Payson & Co
Maine
$259K
FMWA
486
Forvis Mazars Wealth Advisors
Missouri
$253K +$274K +2,320 New
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$250K +$57.4K +487 +27%
FBA
488
Front Barnett Associates
Illinois
$247K
SWP
489
Stratos Wealth Partners
Ohio
$243K +$263K +2,228 New
HHMI
490
Howard Hughes Medical Institute
Maryland
$242K +$262K +2,220 New
PCA
491
Peddock Capital Advisors
Massachusetts
$238K -$20.3K -172 -7%
BJL
492
Brighton Jones LLC
Washington
$238K +$944 +8 +0.4%
FNB
493
First Niagara Bank
New York
$236K -$22.6K -192 -8%
TIM
494
Thompson Investment Management
Wisconsin
$235K
MC
495
Maverick Capital
Texas
$230K
DW
496
Domani Wealth
Pennsylvania
$229K
Nomura Holdings
497
Nomura Holdings
Japan
$221K -$1.52M -12,891 -86%
ASA
498
Armstrong Shaw Associates
Connecticut
$220K
HB
499
Homrich & Berg
Georgia
$220K +$238K +2,019 New
SIG
500
Schooner Investment Group
Pennsylvania
$219K

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.