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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
MAM
501
Mizuho Asset Management
Japan
$223K +$110K +1,136 +84%
HCM
502
Hilton Capital Management
New York
$216K
SF
503
Synovus Financial
Georgia
$216K +$1.93K +20 +0.8%
MPI
504
Mairs & Power Inc
Minnesota
$215K
HFS
505
HL Financial Services
Kentucky
$215K +$3K +31 +1%
LWAC
506
Laurel Wealth Advisors (California)
California
$213K +$9.66K +100 +4%
PAG
507
Private Advisor Group
New Jersey
$213K +$235K +2,436 New
FCBT
508
First Citizens Bank & Trust
North Carolina
$210K +$225K +2,332 New
Parallax Volatility Advisers
509
Parallax Volatility Advisers
California
$209K +$225K +2,327 New
Fayez Sarofim & Co
510
Fayez Sarofim & Co
Texas
$202K
Two Sigma Investments
511
Two Sigma Investments
New York
$201K -$11M -113,974 -98%
FBA
512
Front Barnett Associates
Illinois
$201K -$2.42K -25 -1%
GAM
513
Guinness Asset Management
United Kingdom
$198K -$29K -300 -12%
CF
514
CenterStar Fund
Illinois
$177K
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$177K +$4.44K +46 +2%
Bessemer Group
516
Bessemer Group
New Jersey
$166K +$70K +725 +65%
TRCT
517
Tower Research Capital (TRC)
New York
$160K +$172K +1,777 New
FMLI
518
Fukoku Mutual Life Insurance
Japan
$147K
RCM
519
Riverhead Capital Management
Delaware
$137K -$19.4M -200,309 -99%
ECM
520
Estabrook Capital Management
New York
$135K -$17.4K -180 -11%
SC
521
SRB Corp
Massachusetts
$130K -$18.5K -191 -12%
CCA
522
Checchi Capital Advisers
California
$108K -$18.6K -192 -14%
Fuller & Thaler Asset Management
523
Fuller & Thaler Asset Management
California
$108K +$116K +1,200 New
DBT
524
Dubuque Bank & Trust
Iowa
$105K -$4.57M -47,274 -98%
DADC
525
D.A. Davidson & Co
Montana
$105K -$40.2K -416 -26%

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.