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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Barrett Asset Management
New York
$92K
MFS
527
MSI Financial Services
Massachusetts
$90K +$16.6K +141 +20%
BL
528
Balentine LLC
Georgia
$88K +$944 +8 +1%
FIB
529
First Interstate Bank
Montana
$84K +$90.8K +770 New
AssetMark Inc
530
AssetMark Inc
California
$83K +$68.8K +583 +324%
Bessemer Group
531
Bessemer Group
New Jersey
$81K -$63.7K -540 -42%
BAM
532
Brave Asset Management
New Jersey
$72K
EP
533
Edinburgh Partners
United Kingdom
$70K
WT
534
Whittier Trust
California
$68K -$2.36K -20 -3%
NSIM
535
North Star Investment Management
Illinois
$68K +$73.1K +620 New
FNBT
536
FineMark National Bank & Trust
Florida
$67K -$157K -1,332 -69%
JIC
537
Joel Isaacson & Co
New York
$66K
MGIA
538
Moneta Group Investment Advisors
Missouri
$65K +$70.8K +600 New
Manulife (Manufacturers Life Insurance)
539
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.2K -$193K -1,636 -0.3%
CLOS
540
Compagnie Lombard Odier SCmA
Switzerland
$58K
SAMC
541
Shinko Asset Management Company
Japan
$58K
BBPWM
542
Blue Bell Private Wealth Management
Pennsylvania
$52K
TCOV
543
Trust Company of Vermont
Vermont
$52K
M
544
MOTCO
Texas
$47K
BCA
545
Bray Capital Advisors
Florida
$44K
DSC
546
Duncker Streett & Co
Missouri
$40K
HF
547
Hoxton Financial
West Virginia
$39K
EFSCE
548
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$1.18K +10 +3%
ANBT
549
American National Bank & Trust
Texas
$38K +$8.61K +73 +27%
AIM
550
Advantage Investment Management
Iowa
$36K

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.