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Ameriprise Financial
AMP

817 hedge funds and large institutions have $21.5B invested in Ameriprise Financial in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 34

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

13% more capital invested

Capital invested by funds: $19B → $21.5B (+$2.5B)

13% more funds holding

Funds holding: 724 → 817 (+93)

0.69% more ownership

Funds ownership: 85.3% → 85.99% (+0.69%)

6% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 272

11% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $21.7M

Holders
817
Holders Change
+93
Holders Change %
+12.85%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.36%
New
129
Increased
256
Reduced
272
Closed
34
Calls
$19.2M
Puts
$21.7M
Net Calls
-$2.48M
Net Calls Change
-$9.78M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$108M
2
Goldman Sachs
Goldman Sachs
New York
+$92.5M
3
Morgan Stanley
Morgan Stanley
New York
+$75.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.5M
5
NI
Numeric Investors
Massachusetts
+$65.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$297M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$80.1M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$52M
4
NFA
Nationwide Fund Advisors
Ohio
-$47.3M
5
TCIM
TIAA CREF Investment Management
New York
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Parallax Volatility Advisers
476
Parallax Volatility Advisers
California
$643K +$604K +3,771 +17,141%
TAM
477
Tocqueville Asset Management
New York
$641K +$324K +2,019 +115%
CFG
478
Citizens Financial Group
Rhode Island
$637K – – –
D.E. Shaw & Co
479
D.E. Shaw & Co
New York
$637K +$234K +1,459 +63%
SPC
480
Stewart & Patten Company
California
$635K – – –
MML Investors Services
481
MML Investors Services
Massachusetts
$620K +$108K +672 +22%
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$615K -$24.5K -153 -4%
CFA
483
Camarda Financial Advisors
Florida
$614K -$75.8K -473 -12%
PAM
484
Palisade Asset Management
Minnesota
$598K – – –
Cambridge Investment Research Advisors
485
Cambridge Investment Research Advisors
Iowa
$585K +$110K +688 +25%
TI
486
Trexquant Investment
Connecticut
$581K +$549K +3,426 New
OWA
487
One Wealth Advisors
California
$579K +$547K +3,416 New
GF
488
Gabelli Funds
New York
$576K – – –
PAM
489
Private Asset Management
California
$575K – – –
WSCM
490
Wellington Shields Capital Management
New York
$571K +$312K +1,950 +137%
DVM
491
Dreman Value Management
Florida
$566K – – –
WSTAM
492
Wilbanks Smith & Thomas Asset Management
Virginia
$566K +$535K +3,339 New
SEC
493
Seven Eight Capital
New York
$559K -$4.66M -29,100 -90%
AIP
494
Ameritas Investment Partners
Nebraska
$543K -$54.8K -342 -10%
CIC
495
Chilton Investment Company
Connecticut
$543K – – –
DWA
496
Dorsey Wright & Associates
California
$542K +$24.5K +153 +5%
ONB
497
Old National Bancorp
Indiana
$533K -$52.4K -327 -9%
SWP
498
Stratos Wealth Partners
Ohio
$532K -$163K -1,019 -24%
UB
499
UMB Bank
Missouri
$532K +$21K +131 +4%
AR
500
Advisory Research
Illinois
$531K -$807K -5,038 -62%
18 19
20
21 22

AMP Hedge Fund Activity: Q4 2017 in Review

817 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2017, worth a combined $21.5B — up 13% from $19B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AMP positions and 34 closed out — a net gain of 95 holders — while 256 added to existing stakes and 272 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $108M. The largest seller was Norges Bank, cutting an estimated $297M.

  • 817 institutional investors held Ameriprise Financial (AMP) as of Q4 2017, up from 724 in Q3 2017.
  • Funds reported $21.5B of Ameriprise Financial stock for Q4 2017, up 13% quarter-over-quarter.
  • 129 funds opened new Ameriprise Financial positions in Q4 2017 and 34 closed out, a net change of +95 holders.
  • The largest Ameriprise Financial buyer in Q4 2017 was AQR Capital Management, an estimated $108M added.
  • The largest Ameriprise Financial seller in Q4 2017 was Norges Bank, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2017.