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Ameriprise Financial

611 hedge funds and large institutions have $13.5B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 239 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $16.8M

4.02% more ownership

Funds ownership: 84.61%88.63% (+4%)

5% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 239

6% less funds holding

Funds holding: 653611 (-42)

15% less capital invested

Capital invested by funds: $15.8B → $13.5B (-$2.35B)

39% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 82

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
611
Holders Change
-42
Holders Change %
-6.43%
% of All Funds
16.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
228
Reduced
239
Closed
82
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$31K +$11.2K +125 +60%
OC
552
Oakworth Capital
Alabama
$30K
PG
553
Patten Group
Tennessee
$29.1K
ZB
554
Zions Bancorporation
Utah
$28K +$5.38K +60 +27%
MWP
555
MYCIO Wealth Partners
Pennsylvania
$27K
NFG
556
Next Financial Group
Texas
$26K +$20.2K +225 +369%
CBT
557
Central Bank & Trust
Kentucky
$24K
IA
558
IFP Advisors
Florida
$19K -$124K -1,380 -90%
BC
559
Bartlett & Co
Ohio
$19K
FFC
560
First Financial Corp
Indiana
$19K
RI
561
Redwood Investments
Massachusetts
$19K
CYG
562
Clean Yield Group
Vermont
$19K +$17.9K +200 New
TDC
563
Thompson Davis & Co
Virginia
$18K +$17.5K +195 New
Twin Tree Management
564
Twin Tree Management
Texas
$17K -$250K -2,791 -94%
ADL
565
Asset Dedication LLC
California
$17K
PMFA
566
Plante Moran Financial Advisors
Michigan
$16K
NC
567
NewSquare Capital
Pennsylvania
$16K +$8.34K +93 +126%
CP
568
Corbenic Partners
Pennsylvania
$15K
CWM
569
Cranbrook Wealth Management
Michigan
$15K
WEC
570
Winslow Evans & Crocker
Massachusetts
$14.5K
BWA
571
Burt Wealth Advisors
Maryland
$14K
WAS
572
Winch Advisory Services
Wisconsin
$14K +$179 +2 +1%
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$18.4K -205 -60%
GWM
574
Gupta Wealth Management
California
$12K -$44.8K -500 -80%
KT
575
Kanaly Trust
Texas
$12K -$3.32K -37 -22%

AMP Hedge Fund Activity: Q1 2016 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.5B — down 15% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMP and 50 opened new positions — a net loss of 32 holders — while 239 trimmed existing stakes and 228 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $246M sold.

  • 611 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 653 in Q4 2015.
  • Funds reported $13.5B of Ameriprise Financial stock for Q1 2016, down 15% quarter-over-quarter.
  • 50 funds opened new Ameriprise Financial positions in Q1 2016 and 82 closed out, a net change of -32 holders.
  • The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
  • The largest Ameriprise Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2016.