We are live on ! Find out more
AMP icon

Ameriprise Financial

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663678 (+15)

1.36% more ownership

Funds ownership: 84.23%85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
551
Edge Advisors
Georgia
$182K +$94.9K +767 +120%
SC
552
SRB Corp
Massachusetts
$180K -$13.2K -107 -7%
ST
553
Smithfield Trust
Pennsylvania
$170K -$162K -1,312 -50%
FWM
554
Focused Wealth Management
New York
$169K +$161K +1,300 New
GXMC
555
Global X Management Company
New York
$167K +$34.5K +279 +28%
AIM
556
Assured Investment Management
New York
$166K -$637K -5,144 -80%
MCM
557
Manchester Capital Management
Vermont
$150K
MAM
558
Meeder Asset Management
Ohio
$149K +$142K +1,146 New
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K -$718K -5,803 -84%
GWM
560
Geneos Wealth Management
Colorado
$142K +$61.4K +496 +82%
ARMT
561
Amica Retiree Medical Trust
Rhode Island
$134K
SOADOR
562
State of Alaska Department of Revenue
Alaska
$125K +$119K +964 New
DBT
563
Dubuque Bank & Trust
Iowa
$124K +$2.72K +22 +2%
MCM
564
McKinley Capital Management
Alaska
$124K +$119K +960 New
DADC
565
D.A. Davidson & Co
Montana
$111K -$17.9K -145 -14%
GBBWRPM
566
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$108K +$495 +4 +0.5%
PWM
567
Perigon Wealth Management
California
$104K -$15.5K -125 -14%
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K
OFS
569
Orrstown Financial Services
Pennsylvania
$99K +$61.3K +495 +187%
BL
570
Balentine LLC
Georgia
$88K
WB
571
Webster Bank
Connecticut
$88K +$83.5K +675 New
PA
572
Parallel Advisors
California
$85K +$2.6K +21 +3%
OC
573
Oakworth Capital
Alabama
$84K -$11.1K -90 -12%
BAM
574
Barrett Asset Management
New York
$83K -$24.8K -200 -24%
EP
575
Edinburgh Partners
United Kingdom
$83K

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.