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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
BAM
501
Belpointe Asset Management
Nevada
$529K +$500K +3,119 New
HCM
502
Howland Capital Management
Massachusetts
$527K – – –
SC
503
Savant Capital
Illinois
$521K -$16.3K -102 -3%
MYAM
504
Meiji Yasuda Asset Management
Japan
$511K – – –
TCOV
505
Trust Company of Vermont
Vermont
$511K – – –
PCM
506
Pointe Capital Management
Michigan
$510K -$27.1K -169 -5%
FPCP
507
Fort Point Capital Partners
California
$510K +$17.8K +111 +4%
SIA
508
Starfire Investment Advisers
Michigan
$510K +$483K +3,012 New
PI
509
Pettee Investors
Connecticut
$508K – – –
Dodge & Cox
510
Dodge & Cox
California
$499K – – –
PAG
511
Private Advisor Group
New Jersey
$495K +$38.6K +241 +9%
TRCT
512
Tower Research Capital (TRC)
New York
$487K +$404K +2,523 +723%
PFSC
513
Peoples Financial Services Corp
Pennsylvania
$486K – – –
ZCA
514
Zeke Capital Advisors
Pennsylvania
$483K +$19.5K +122 +4%
HIM
515
Hillsdale Investment Management
Ontario, Canada
$478K -$48.1K -300 -10%
CA
516
Cetera Advisors
Colorado
$478K +$53.8K +336 +13%
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$473K +$126K +784 +39%
TPWA
518
TRUE Private Wealth Advisors
Oregon
$465K +$440K +2,749 New
CONA
519
Capital One National Association
New York
$463K -$65.5K -409 -13%
DW
520
Domani Wealth
Pennsylvania
$458K – – –
LC
521
Lourd Capital
California
$456K +$431K +2,688 New
HK
522
Horizon Kinetics
New York
$454K – – –
FAAS
523
First Allied Advisory Services
California
$453K +$140K +876 +49%
CSIC
524
Clifford Swan Investment Counsel
California
$444K -$49.4K -308 -11%
AZA
525
Arthur Zaske & Associates
Michigan
$443K – – –
19 20
21
22 23

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.