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Ameriprise Financial

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: 678697 (+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: 95 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TA
476
Tiedemann Advisors
New York
$396K +$160K +1,262 +68%
CANY
477
Caxton Associates (New York)
New York
$395K +$394K +3,100 New
TCOV
478
Trust Company of Vermont
Vermont
$390K +$4.44K +35 +1%
MYAM
479
Meiji Yasuda Asset Management
Japan
$384K -$409K -3,220 -52%
LIM
480
Leavell Investment Management
Alabama
$383K +$12.7K +100 +3%
PI
481
Pettee Investors
Connecticut
$382K
PFC
482
Poplar Forest Capital
California
$382K
FRM
483
Fox Run Management
Connecticut
$382K +$381K +3,000 New
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$380K -$12.7K -100 -3%
Dodge & Cox
485
Dodge & Cox
California
$374K
HIM
486
Hillsdale Investment Management
Ontario, Canada
$372K -$2.54K -20 -0.7%
PFSC
487
Peoples Financial Services Corp
Pennsylvania
$365K
AA
488
ALPS Advisors
Colorado
$358K +$358K +2,816 New
WA
489
Wasatch Advisors
Utah
$352K +$351K +2,764 New
PCM
490
Perritt Capital Management
Illinois
$344K -$6.35K -50 -2%
DW
491
Domani Wealth
Pennsylvania
$344K
HK
492
Horizon Kinetics
New York
$341K
GC
493
Gilbert & Cook
Iowa
$338K +$337K +2,653 New
Fiera Capital (Canada)
494
Fiera Capital (Canada)
Quebec, Canada
$334K -$22.5K -177 -6%
AZA
495
Arthur Zaske & Associates
Michigan
$333K
FPCG
496
Fort Pitt Capital Group
Pennsylvania
$332K -$15.2K -120 -4%
HFS
497
HL Financial Services
Kentucky
$329K
PIM
498
Penobscot Investment Management
Massachusetts
$328K -$3.81K -30 -1%
PL
499
Parkwood LLC
Ohio
$323K +$323K +2,540 New
AAM
500
Auxier Asset Management
Oregon
$318K

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.