We are live on ! Find out more
AMP icon

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
GXMC
576
Global X Management Company
New York
$12K +$10K +112 +862%
AIM
577
Anchor Investment Management
South Carolina
$11.3K +$10.8K +120 New
EDRH
578
Edmond de Rothschild Holding
Switzerland
$11K -$11.3K -126 -51%
MFW
579
Mosaic Family Wealth
Missouri
$11K +$2.15K +24 +23%
SBL
580
Sargent Bickham Lagudis
Colorado
$11K +$10.2K +114 New
CGT
581
Capital Guardian Trust
California
$10K
WIC
582
Woodmont Investment Counsel
Tennessee
$10K
CAW
583
Cornerstone Advisors (Washington)
Washington
$10K +$7.89K +88 +518%
PO
584
Private Ocean
California
$9K
AF
585
Arrow Financial
New York
$8K -$2.24K -25 -24%
SSB
586
Sandy Spring Bank
Maryland
$8K -$1.97K -22 -21%
CHP
587
Cable Hill Partners
Oregon
$7K
OSNBOA
588
Old Second National Bank of Aurora
Illinois
$7K
SMG
589
Spectrum Management Group
Indiana
$7K
SWA
590
Sutton Wealth Advisors
Florida
$6.58K +$6.28K +70 New
VCM
591
Versant Capital Management
Arizona
$6K -$448 -5 -7%
DPA
592
Delphi Private Advisors
California
$6K -$90 -1 -1%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$6K
VIA
594
Vantage Investment Advisors
Pennsylvania
$6K
AIM
595
Advantage Investment Management
Iowa
$5K
FAM
596
Formidable Asset Management
Ohio
$5K
TSU
597
TD Securities (USA)
New York
$4K -$90 -1 -3%
ATC
598
Adirondack Trust Company
New York
$4K
CLOS
599
Compagnie Lombard Odier SCmA
Switzerland
$3K -$44.8K -500 -94%
JWA
600
JFS Wealth Advisors
Pennsylvania
$3K -$1.7K -19 -41%

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.