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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
PMFA
576
Plante Moran Financial Advisors
Michigan
$19K +$3.19K +33 +19%
CYG
577
Clean Yield Group
Vermont
$18K
FFC
578
First Financial Corp
Indiana
$18K
RI
579
Redwood Investments
Massachusetts
$18K
AWMS
580
Advocacy Wealth Management Services
Georgia
$18K +$19.3K +200 New
ADL
581
Asset Dedication LLC
California
$15K -$386 -4 -2%
MFW
582
Mosaic Family Wealth
Missouri
$15K +$3.48K +36 +28%
LWA
583
Lowe Wealth Advisors
Maryland
$15K +$16.1K +167 New
CP
584
Corbenic Partners
Pennsylvania
$14K
CWM
585
Cranbrook Wealth Management
Michigan
$14K
WEC
586
Winslow Evans & Crocker
Massachusetts
$13.8K
BWA
587
Burt Wealth Advisors
Maryland
$13K
EFSCE
588
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
BC
589
Bartlett & Co
Ohio
$11K -$7.54K -78 -39%
EDRH
590
Edmond de Rothschild Holding
Switzerland
$11K
CAW
591
Cornerstone Advisors (Washington)
Washington
$11K +$1.74K +18 +17%
OFS
592
Orrstown Financial Services
Pennsylvania
$11K +$12.1K +125 New
AIM
593
Anchor Investment Management
South Carolina
$10.8K
NYLT
594
New York Life Trust
New York
$10K -$46.9K -485 -82%
SBL
595
Sargent Bickham Lagudis
Colorado
$10K
CGT
596
Capital Guardian Trust
California
$9K
PO
597
Private Ocean
California
$9K
BIG
598
Bellwether Investment Group
Tennessee
$9K +$9.66K +100 New
RWA
599
Ropes Wealth Advisors
Massachusetts
$8K +$5.89K +61 +226%
JCM
600
Jacobi Capital Management
Pennsylvania
$8K +$8.31K +86 New

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.