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Ameriprise Financial

631 hedge funds and large institutions have $12.6B invested in Ameriprise Financial in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

28% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.3M

3% more funds holding

Funds holding: 611631 (+20)

3.9% less ownership

Funds ownership: 88.63%84.73% (-3.9%)

6% less capital invested

Capital invested by funds: $13.5B → $12.6B (-$875M)

13% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 243

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
631
Holders Change
+20
Holders Change %
+3.27%
% of All Funds
16.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
212
Reduced
243
Closed
47
Calls
$23.4M
Puts
$18.3M
Net Calls
+$5.12M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
551
Kanaly Trust
Texas
$48K +$38.8K +402 +314%
BBPWM
552
Blue Bell Private Wealth Management
Pennsylvania
$44K
BL
553
Balentine LLC
Georgia
$41K -$580 -6 -1%
SAMC
554
Shinko Asset Management Company
Japan
$41K
PCP
555
Proficio Capital Partners
Massachusetts
$39K -$4.93K -51 -11%
M
556
MOTCO
Texas
$39K
FNBT
557
FineMark National Bank & Trust
Florida
$37K
WTC
558
WhitTier Trust Company
Nevada
$34K
CG
559
Cutler Group
California
$34K +$37.4K +387 New
DSC
560
Duncker Streett & Co
Missouri
$33K
WTB
561
Washington Trust Bank
Washington
$32K
WT
562
Whittier Trust
California
$31K
TWA
563
TCI Wealth Advisors
Arizona
$30K -$46.3K -479 -59%
CB
564
Community Bank
New York
$30K
HR
565
Howe & Rusling
New York
$28K -$5.12K -53 -15%
PG
566
Patten Group
Tennessee
$27.9K
WP
567
WealthPLAN Partners
Nebraska
$26.6K +$78.1K +808 New
MWP
568
MYCIO Wealth Partners
Pennsylvania
$26K
GXMC
569
Global X Management Company
New York
$26K +$15.7K +162 +130%
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$25K -$4.64K -48 -15%
ZB
571
Zions Bancorporation
Utah
$25K -$676 -7 -2%
NFG
572
Next Financial Group
Texas
$25K
JSAM
573
J. Safra Asset Management
New York
$25K +$27K +279 New
CBT
574
Central Bank & Trust
Kentucky
$23K
1832 Asset Management
575
1832 Asset Management
Ontario, Canada
$19K -$1.53M -15,838 -99%

AMP Hedge Fund Activity: Q2 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2016, worth a combined $12.6B — down 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 47 closed out — a net gain of 28 holders — while 212 added to existing stakes and 243 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $219M. The largest seller was Royal London Asset Management, cutting an estimated $378M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q2 2016, up from 611 in Q1 2016.
  • Funds reported $12.6B of Ameriprise Financial stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2016 and 47 closed out, a net change of +28 holders.
  • The largest Ameriprise Financial buyer in Q2 2016 was Aristotle Capital Management, an estimated $219M added.
  • The largest Ameriprise Financial seller in Q2 2016 was Royal London Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2016.