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Ameriprise Financial

663 hedge funds and large institutions have $14.8B invested in Ameriprise Financial in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.49B)

5% more funds holding

Funds holding: 631663 (+32)

0.21% more ownership

Funds ownership: 84.02%84.23% (+0.21%)

22% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 260

29% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $39.1M

Holders
663
Holders Change
+32
Holders Change %
+5.07%
% of All Funds
16.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
98
Increased
203
Reduced
260
Closed
58
Calls
$27.7M
Puts
$39.1M
Net Calls
-$11.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
551
Financial Architects (New Jersey)
New Jersey
$123K +$8.13K +77 +7%
ARMT
552
Amica Retiree Medical Trust
Rhode Island
$115K
GXMC
553
Global X Management Company
New York
$112K +$28.4K +269 +36%
DADC
554
D.A. Davidson & Co
Montana
$110K +$4.01K +38 +4%
DBT
555
Dubuque Bank & Trust
Iowa
$103K -$6.02K -57 -6%
AIM
556
Acrospire Investment Management
Illinois
$100K +$21.1K +200 +29%
PHK
557
Point72 Hong Kong
Hong Kong
$100K +$94.9K +899 New
BAM
558
Barrett Asset Management
New York
$93K
GBBWRPM
559
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$92K +$528 +5 +0.6%
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K
NFG
561
Next Financial Group
Texas
$86K -$12.5K -118 -13%
OC
562
Oakworth Capital
Alabama
$84K -$10.6K -100 -12%
FIB
563
First Interstate Bank
Montana
$83K
BL
564
Balentine LLC
Georgia
$75K +$23.2K +220 +48%
EP
565
Edinburgh Partners
United Kingdom
$71K
EA
566
Edge Advisors
Georgia
$71K +$67.6K +640 New
PA
567
Parallel Advisors
California
$71K +$67.6K +640 New
GLI
568
Guardian Life Insurance
New York
$67K -$2.54K -24 -4%
GWM
569
Geneos Wealth Management
Colorado
$67K
CAL
570
Capital Analysts LLC
Pennsylvania
$63K
GRP
571
Global Retirement Partners
California
$62K +$59.5K +563 New
JIC
572
Joel Isaacson & Co
New York
$61K
KT
573
Kanaly Trust
Texas
$55K
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$46K +$40.3K +382 +1,158%
DSC
575
Duncker Streett & Co
Missouri
$40K

AMP Hedge Fund Activity: Q4 2016 in Review

663 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2016, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMP positions and 58 closed out — a net gain of 40 holders — while 203 added to existing stakes and 260 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 663 institutional investors held Ameriprise Financial (AMP) as of Q4 2016, up from 631 in Q3 2016.
  • Funds reported $14.8B of Ameriprise Financial stock for Q4 2016, up 11% quarter-over-quarter.
  • 98 funds opened new Ameriprise Financial positions in Q4 2016 and 58 closed out, a net change of +40 holders.
  • The largest Ameriprise Financial buyer in Q4 2016 was TIAA CREF Investment Management, an estimated $124M added.
  • The largest Ameriprise Financial seller in Q4 2016 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2016.