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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
SC
476
Savant Capital
Illinois
$338K -$22.2K -210 -6%
PI
477
Pettee Investors
Connecticut
$333K
Pacer Advisors
478
Pacer Advisors
Pennsylvania
$331K -$21.9K -207 -6%
AT
479
Arden Trust
Delaware
$322K +$49.2K +466 +19%
PAM
480
Private Asset Management
California
$321K
PCM
481
Perritt Capital Management
Illinois
$319K -$7.92K -75 -3%
TCOV
482
Trust Company of Vermont
Vermont
$319K
CA
483
Commerzbank Aktiengesellschaft
Germany
$317K +$301K +2,853 New
MCM
484
MAI Capital Management
Ohio
$311K +$53.1K +503 +22%
FNFDCM
485
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$305K
FWM
486
Frontier Wealth Management
Missouri
$302K
DW
487
Domani Wealth
Pennsylvania
$300K
FRM
488
Fox Run Management
Connecticut
$300K +$285K +2,700 New
GCA
489
Gideon Capital Advisors
New York
$299K +$284K +2,689 New
HK
490
Horizon Kinetics
New York
$297K
PCM
491
Penserra Capital Management
California
$297K +$30.6K +290 +12%
PAG
492
Private Advisor Group
New Jersey
$296K +$272K +2,580 New
ST
493
Smithfield Trust
Pennsylvania
$291K +$1.16K +11 +0.4%
AZA
494
Arthur Zaske & Associates
Michigan
$290K
Jennison Associates
495
Jennison Associates
New York
$290K +$276K +2,611 New
PIM
496
Penobscot Investment Management
Massachusetts
$289K -$59.1K -560 -18%
ECM
497
ETrade Capital Management
Virginia
$288K -$291K -2,759 -52%
LWM
498
Lyell Wealth Management
California
$285K +$271K +2,570 New
FPCG
499
Fort Pitt Capital Group
Pennsylvania
$281K -$10.7K -101 -4%
AAM
500
Auxier Asset Management
Oregon
$277K

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.