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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
MCM
526
Manchester Capital Management
Vermont
$104K
EA
527
Euclid Advisors
Connecticut
$103K +$111K +1,150 New
PAIA
528
Park Avenue Institutional Advisers
New York
$96K -$2.8K -29 -3%
FANJ
529
Financial Architects (New Jersey)
New Jersey
$95K +$20.2K +209 +25%
ARMT
530
Amica Retiree Medical Trust
Rhode Island
$93K
OC
531
Oakworth Capital
Alabama
$92K +$57K +590 +188%
NIPH
532
NN Investment Partners Holdings
Netherlands
$89K -$2.08M -21,525 -96%
IPC
533
Independent Portfolio Consultants
Florida
$80K -$13K -135 -13%
QCG
534
Quadrant Capital Group
Ohio
$78K +$2.51K +26 +3%
BAM
535
Barrett Asset Management
New York
$75K
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
PWM
537
Perigon Wealth Management
California
$72K
GBBWRPM
538
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$69K +$580 +6 +0.8%
PIA
539
Piedmont Investment Advisors
North Carolina
$67.5K -$5.99K -62 -8%
FIB
540
First Interstate Bank
Montana
$67K
BAM
541
Brave Asset Management
New Jersey
$59K
EP
542
Edinburgh Partners
United Kingdom
$58K
GLI
543
Guardian Life Insurance
New York
$57K -$1.35K -14 -2%
NSIM
544
North Star Investment Management
Illinois
$56K
AIM
545
Acrospire Investment Management
Illinois
$54K -$19.3K -200 -25%
GWM
546
Geneos Wealth Management
Colorado
$52K +$1.06K +11 +2%
CAL
547
Capital Analysts LLC
Pennsylvania
$51K
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$51K
S
549
SignatureFD
Georgia
$51K +$22.2K +230 +69%
JIC
550
Joel Isaacson & Co
New York
$49K -$5.8K -60 -10%

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.