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Ameriprise Financial

697 hedge funds and large institutions have $16.3B invested in Ameriprise Financial in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 234 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

3% more funds holding

Funds holding: 678697 (+19)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 243

4% less capital invested

Capital invested by funds: $17.1B → $16.3B (-$740M)

1.43% less ownership

Funds ownership: 85.59%84.17% (-1.4%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

48% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $45.3M

Holders
697
Holders Change
+19
Holders Change %
+2.8%
% of All Funds
17.38%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
75
Increased
234
Reduced
243
Closed
50
Calls
$23.7M
Puts
$45.3M
Net Calls
-$21.6M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
526
E&G Advisors
Texas
$255K +$254K +2,000 New
TG
527
TLP Group
Illinois
$255K +$254K +2,003 New
MML Investors Services
528
MML Investors Services
Massachusetts
$254K +$253K +1,995 New
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$250K +$4.19K +33 +2%
GA
530
Geneva Advisors
Illinois
$249K -$6.09K -48 -2%
CRC
531
Curi RMB Capital
Illinois
$248K +$3.81K +30 +2%
FT
532
Fiduciary Trust
Massachusetts
$246K -$74.8K -589 -23%
SF
533
Synovus Financial
Georgia
$245K +$30.1K +237 +14%
AAM
534
Aureus Asset Management
Massachusetts
$243K
GIM
535
Groesbeck Investment Management
New Jersey
$242K
FAAS
536
First Allied Advisory Services
California
$242K +$44.8K +353 +23%
FA
537
Fortis Advisors
Pennsylvania
$237K
FANJ
538
Financial Architects (New Jersey)
New Jersey
$235K -$2.03K -16 -0.9%
SOADOR
539
State of Alaska Department of Revenue
Alaska
$232K +$109K +860 +89%
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$230K -$80.9K -637 -26%
ECM
541
Everence Capital Management
Indiana
$230K
RG
542
Renaissance Group
Kentucky
$229K -$2.16K -17 -0.9%
CFN
543
Cordasco Financial Network
Florida
$229K
FIG
544
FundX Investment Group
California
$229K
GXMC
545
Global X Management Company
New York
$229K +$64.9K +511 +40%
IB
546
Intrust Bank
Kansas
$228K +$1.52K +12 +0.7%
Calamos Advisors
547
Calamos Advisors
Illinois
$227K -$2.06M -16,232 -90%
RIM
548
Rampart Investment Management
Connecticut
$227K +$171K +1,345 +309%
CDH
549
Charles D. Hyman
$226K
HSA
550
HBK Sorce Advisory
Pennsylvania
$226K +$225K +1,772 New

AMP Hedge Fund Activity: Q2 2017 in Review

697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2017, worth a combined $16.3B — down 4.3% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 50 closed out — a net gain of 25 holders — while 234 added to existing stakes and 243 trimmed.

The largest buyer was Norges Bank, adding an estimated $81.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $300M.

  • 697 institutional investors held Ameriprise Financial (AMP) as of Q2 2017, up from 678 in Q1 2017.
  • Funds reported $16.3B of Ameriprise Financial stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2017 and 50 closed out, a net change of +25 holders.
  • The largest Ameriprise Financial buyer in Q2 2017 was Norges Bank, an estimated $81.7M added.
  • The largest Ameriprise Financial seller in Q2 2017 was T. Rowe Price Associates, an estimated $300M sold.

Based on aggregated 13F filings for Q2 2017.