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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
551
Kistler-Tiffany Companies
Pennsylvania
$36K
CBT
552
Central Bank & Trust
Kentucky
$35K +$5.31K +45 +16%
MFBTD
553
MB Financial Bank - Trust Department
Illinois
$34K +$37K +314 New
PG
554
Patten Group
Tennessee
$33.8K
AWS
555
Aris Wealth Services
Pennsylvania
$33K -$748K -6,339 -95%
TCM
556
TD Capital Management
Tennessee
$33K -$35.6K -302 -50%
WRM
557
Westport Resources Management
Connecticut
$33K
MWP
558
MYCIO Wealth Partners
Pennsylvania
$31K
HR
559
Howe & Rusling
New York
$27K +$708 +6 +2%
ZB
560
Zions Bancorporation
Utah
$25K +$24.7K +209 New
OC
561
Oakworth Capital
Alabama
$23K
WA
562
Waverly Advisors
Alabama
$23K +$25.4K +215 New
BC
563
Bartlett & Co
Ohio
$22K
RI
564
Redwood Investments
Massachusetts
$22K
S
565
SignatureFD
Georgia
$22K +$16.9K +143 +255%
PMFA
566
Plante Moran Financial Advisors
Michigan
$19K -$7.08K -60 -26%
BCM
567
Brookstone Capital Management
Illinois
$19K
JIM
568
Jupiter Investment Management
United Kingdom
$18K -$23.1M -195,904 -100%
KT
569
Kanaly Trust
Texas
$18K -$9.08K -77 -32%
CP
570
Corbenic Partners
Pennsylvania
$17K
CWM
571
Cranbrook Wealth Management
Michigan
$17K
WEC
572
Winslow Evans & Crocker
Massachusetts
$16.8K
OSNBOA
573
Old Second National Bank of Aurora
Illinois
$16K
WAS
574
Winch Advisory Services
Wisconsin
$16K +$118 +1 +0.7%
LWA
575
Lenox Wealth Advisors
New York
$16K +$5.19K +44 +44%

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.