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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
FQ
501
First Quadrant
California
$318K
HCM
502
Hilton Capital Management
New York
$305K
TF
503
Tompkins Financial
New York
$305K
CFA
504
Carroll Financial Associates
North Carolina
$302K
IA
505
IFP Advisors
Florida
$296K -$74.3K -585 -20%
EMG
506
Ellington Management Group
Connecticut
$293K -$800K -6,300 -73%
WIS
507
Wright Investors Service
Connecticut
$293K -$747K -5,880 -72%
LOAME
508
Lombard Odier Asset Management (Europe)
United Kingdom
$291K
VIA
509
Virtus Investment Advisers
Connecticut
$290K -$152K -1,198 -34%
MPI
510
Mairs & Power Inc
Minnesota
$287K
Fayez Sarofim & Co
511
Fayez Sarofim & Co
Texas
$285K
ECM
512
ETrade Capital Management
Virginia
$285K +$16.8K +132 +6%
YWP
513
YorkBridge Wealth Partners
New York
$281K
MCM
514
MAI Capital Management
Ohio
$279K -$7.11K -56 -2%
FBA
515
Front Barnett Associates
Illinois
$279K
DCM
516
Driehaus Capital Management
Illinois
$278K +$277K +2,185 New
TIM
517
Thompson Investment Management
Wisconsin
$274K
BFM
518
Boothbay Fund Management
New York
$274K +$273K +2,153 New
HPC
519
HM Payson & Co
Maine
$271K
AWCI
520
Alpine Woods Capital Investors
New York
$267K
TMAM
521
Tokio Marine Asset Management
Japan
$263K -$80.9K -637 -24%
BBA
522
BLB&B Advisors
Pennsylvania
$260K -$2.54K -20 -1%
MBT
523
Montecito Bank & Trust
California
$260K +$260K +2,044 New
ASA
524
Armstrong Shaw Associates
Connecticut
$257K
AA
525
Ancora Advisors
Ohio
$255K

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.