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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
PI
476
Pettee Investors
Connecticut
$270K
ACI
477
Advance Capital I
Michigan
$270K +$290K +3,000 New
YMRC
478
Yorktown Management & Research Company
Virginia
$270K +$290K +3,000 New
FMWA
479
Forvis Mazars Wealth Advisors
Missouri
$269K +$67.6K +700 +31%
PAM
480
Private Asset Management
California
$260K
PAM
481
Palisade Asset Management
Minnesota
$259K
TCOV
482
Trust Company of Vermont
Vermont
$259K
AIM
483
Assured Investment Management
New York
$258K -$732K -7,573 -73%
Acadian Asset Management
484
Acadian Asset Management
Massachusetts
$258K -$90.7K -939 -25%
PFSC
485
Peoples Financial Services Corp
Pennsylvania
$258K
FNFDCM
486
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$256K -$38.2K -395 -12%
IA
487
IFP Advisors
Florida
$251K +$255K +2,635 +1,711%
AL
488
Aspiriant LLC
California
$249K +$195K +2,022 New
CCM
489
CrestPoint Capital Management
Missouri
$243K
AP
490
Advisor Partners
California
$243K +$1.16K +12 +0.4%
HK
491
Horizon Kinetics
New York
$241K
ST
492
Smithfield Trust
Pennsylvania
$238K -$22.7K -235 -8%
FB
493
Fulton Bank
Pennsylvania
$236K -$1.64K -17 -0.6%
FPCG
494
Fort Pitt Capital Group
Pennsylvania
$236K +$22.7K +235 +10%
FT
495
Fiduciary Trust
Massachusetts
$235K +$40.4K +418 +19%
PSUF
496
People's United Financial
Connecticut
$230K +$48.3K +500 +24%
SCM
497
Stevens Capital Management
Pennsylvania
$229K +$247K +2,552 New
SCM
498
Shelton Capital Management
Colorado
$225K -$38.6K -400 -14%
BCM
499
Bayesian Capital Management
New York
$225K +$242K +2,507 New
AAM
500
Auxier Asset Management
Oregon
$224K

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.