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Ameriprise Financial
AMP

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663 → 678 (+15)

1.36% more ownership

Funds ownership: 84.23% → 85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.24B
2
JP Morgan Chase
JP Morgan Chase
New York
+$307M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$61M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$59M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$216M
2
Norges Bank
Norges Bank
Norway
-$151M
3
State Street
State Street
Massachusetts
-$137M
4
TCIM
TIAA CREF Investment Management
New York
-$105M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
526
Renaissance Group
Kentucky
$235K -$1.86K -15 -0.8%
ECM
527
Everence Capital Management
Indiana
$234K – – –
CFN
528
Cordasco Financial Network
Florida
$233K – – –
FIG
529
FundX Investment Group
California
$233K +$223K +1,800 New
IB
530
Intrust Bank
Kansas
$231K +$220K +1,781 New
ECM
531
Estabrook Capital Management
New York
$230K +$12.4K +100 +6%
CDH
532
Charles D. Hyman
$230K +$220K +1,776 New
GAG
533
GM Advisory Group
New York
$227K +$217K +1,752 New
ACM
534
AUA Capital Management
Pennsylvania
$226K – – –
TH
535
TCTC Holdings
Texas
$223K +$213K +1,720 New
GLRA
536
Gerald L. Ray & Associates
Texas
$220K +$210K +1,695 New
SF
537
Synovus Financial
Georgia
$218K -$248 -2 -0.1%
PNC
538
Park National Corp
Ohio
$218K +$208K +1,682 New
EGA
539
Eagle Global Advisors
Texas
$216K +$206K +1,665 New
RCAG
540
Rehmann Capital Advisory Group
Michigan
$215K -$24.8K -200 -11%
Mirae Asset Global Investments
541
Mirae Asset Global Investments
South Korea
$211K +$201K +1,623 New
ZCA
542
Zeke Capital Advisors
Pennsylvania
$211K +$201K +1,628 New
TAM
543
Tocqueville Asset Management
New York
$211K +$202K +1,629 New
MC
544
Muhlenkamp & Co
Pennsylvania
$207K +$198K +1,600 New
CNBT
545
Canandaigua National Bank & Trust
New York
$202K +$193K +1,559 New
GAM
546
Guinness Asset Management
United Kingdom
$201K -$49.5K -400 -21%
BAS
547
Brown Advisory Securities
Maryland
$201K +$191K +1,542 New
PTC
548
Petrus Trust Company
Texas
$200K -$35.6K -288 -16%
FMLI
549
Fukoku Mutual Life Insurance
Japan
$200K -$12.4K -100 -6%
NAMA
550
Nikko Asset Management Americas
New York
$182K -$272K -2,200 -61%
20 21
22
23 24

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.