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Ameriprise Financial

611 hedge funds and large institutions have $13.5B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 239 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $16.8M

4.02% more ownership

Funds ownership: 84.61%88.63% (+4%)

5% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 239

6% less funds holding

Funds holding: 653611 (-42)

15% less capital invested

Capital invested by funds: $15.8B → $13.5B (-$2.35B)

39% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 82

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
611
Holders Change
-42
Holders Change %
-6.43%
% of All Funds
16.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
228
Reduced
239
Closed
82
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Brave Asset Management
New Jersey
$62K
GLI
527
Guardian Life Insurance
New York
$61K -$16.4K -183 -22%
EP
528
Edinburgh Partners
United Kingdom
$60K
NSIM
529
North Star Investment Management
Illinois
$58K
JIC
530
Joel Isaacson & Co
New York
$57K
NYLT
531
New York Life Trust
New York
$56K -$7.26K -81 -12%
HIIFS
532
Harel Insurance Investments & Financial Services
Israel
$54K -$9.86K -110 -16%
GWM
533
Geneos Wealth Management
Colorado
$54K +$51.8K +578 New
CAL
534
Capital Analysts LLC
Pennsylvania
$53.4K -$10K -112 -16%
BBPWM
535
Blue Bell Private Wealth Management
Pennsylvania
$45K
BL
536
Balentine LLC
Georgia
$44K
SAMC
537
Shinko Asset Management Company
Japan
$43K -$6.81K -76 -14%
PCP
538
Proficio Capital Partners
Massachusetts
$43K +$37.7K +421 +1,108%
Royal London Asset Management
539
Royal London Asset Management
United Kingdom
$42K +$351M +3,911,154 +6,380%
M
540
MOTCO
Texas
$40K
FNBT
541
FineMark National Bank & Trust
Florida
$39K -$8.97K -100 -20%
N
542
Nuveen
North Carolina
$35.6K +$10.4M +115,468 +44%
WTC
543
WhitTier Trust Company
Nevada
$35K
WTB
544
Washington Trust Bank
Washington
$34K -$52K -580 -62%
DSC
545
Duncker Streett & Co
Missouri
$34K
HF
546
Hoxton Financial
West Virginia
$34K
HR
547
Howe & Rusling
New York
$34K +$10.2K +114 +46%
WT
548
Whittier Trust
California
$33K -$5.56K -62 -15%
CB
549
Community Bank
New York
$31K -$8.97K -100 -23%
KTC
550
Kistler-Tiffany Companies
Pennsylvania
$31K

AMP Hedge Fund Activity: Q1 2016 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.5B — down 15% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMP and 50 opened new positions — a net loss of 32 holders — while 239 trimmed existing stakes and 228 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $246M sold.

  • 611 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 653 in Q4 2015.
  • Funds reported $13.5B of Ameriprise Financial stock for Q1 2016, down 15% quarter-over-quarter.
  • 50 funds opened new Ameriprise Financial positions in Q1 2016 and 82 closed out, a net change of -32 holders.
  • The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
  • The largest Ameriprise Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2016.