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Ameriprise Financial

663 hedge funds and large institutions have $14.8B invested in Ameriprise Financial in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.49B)

5% more funds holding

Funds holding: 631663 (+32)

0.21% more ownership

Funds ownership: 84.02%84.23% (+0.21%)

22% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 260

29% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $39.1M

Holders
663
Holders Change
+32
Holders Change %
+5.07%
% of All Funds
16.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
98
Increased
203
Reduced
260
Closed
58
Calls
$27.7M
Puts
$39.1M
Net Calls
-$11.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$216K +$205K +1,944 New
DZ Bank
527
DZ Bank
Germany
$215K +$205K +1,937 New
GIP
528
Granite Investment Partners
California
$211K -$1.71M -16,225 -90%
AAC
529
Asset Advisors Corp
Georgia
$211K -$444K -4,200 -69%
CRC
530
Curi RMB Capital
Illinois
$211K +$201K +1,900 New
GIM
531
Groesbeck Investment Management
New Jersey
$211K +$201K +1,900 New
GA
532
Geneva Advisors
Illinois
$209K +$199K +1,886 New
RCAG
533
Rehmann Capital Advisory Group
Michigan
$206K +$196K +1,856 New
FA
534
Fortis Advisors
Pennsylvania
$206K +$196K +1,860 New
RG
535
Renaissance Group
Kentucky
$203K -$1.89M -17,910 -91%
PTC
536
Petrus Trust Company
Texas
$203K +$193K +1,827 New
PFPT
537
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$194K +1,834 New
DTL
538
Dynamic Technology Lab
Singapore
$201K -$30.8K -292 -14%
FBT
539
First Bank & Trust
South Dakota
$201K +$191K +1,810 New
ECM
540
Everence Capital Management
Indiana
$200K -$461K -4,361 -71%
CFN
541
Cordasco Financial Network
Florida
$200K +$190K +1,800 New
ACM
542
AUA Capital Management
Pennsylvania
$193K +$184K +1,743 New
SF
543
Synovus Financial
Georgia
$189K
ECM
544
Estabrook Capital Management
New York
$186K +$18.5K +175 +12%
FMLI
545
Fukoku Mutual Life Insurance
Japan
$182K
SC
546
SRB Corp
Massachusetts
$166K -$11.7K -111 -7%
PIA
547
Piedmont Investment Advisors
North Carolina
$148K +$62.8K +595 +81%
SPIA
548
Steward Partners Investment Advisory
New York
$140K +$133K +1,262 New
MCM
549
Manchester Capital Management
Vermont
$128K
PWM
550
Perigon Wealth Management
California
$123K

AMP Hedge Fund Activity: Q4 2016 in Review

663 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2016, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMP positions and 58 closed out — a net gain of 40 holders — while 203 added to existing stakes and 260 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 663 institutional investors held Ameriprise Financial (AMP) as of Q4 2016, up from 631 in Q3 2016.
  • Funds reported $14.8B of Ameriprise Financial stock for Q4 2016, up 11% quarter-over-quarter.
  • 98 funds opened new Ameriprise Financial positions in Q4 2016 and 58 closed out, a net change of +40 holders.
  • The largest Ameriprise Financial buyer in Q4 2016 was TIAA CREF Investment Management, an estimated $124M added.
  • The largest Ameriprise Financial seller in Q4 2016 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2016.