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Ameriprise Financial

631 hedge funds and large institutions have $13.3B invested in Ameriprise Financial in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 182 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $11.5M

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

5% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$661M)

0% more funds holding

Funds holding: 631631 (0)

0.71% less ownership

Funds ownership: 84.73%84.02% (-0.71%)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 279

Holders
631
Holders Change
Holders Change %
0%
% of All Funds
16.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
182
Reduced
279
Closed
44
Calls
$21.4M
Puts
$11.5M
Net Calls
+$9.88M
Net Calls Change
+$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$5.23K +54 +39%
ADL
577
Asset Dedication LLC
California
$18K
OFS
578
Orrstown Financial Services
Pennsylvania
$18K +$5.81K +60 +48%
CB
579
Community Bank
New York
$17K -$15.5K -160 -48%
HR
580
Howe & Rusling
New York
$17K -$13.9K -143 -46%
LWA
581
Lowe Wealth Advisors
Maryland
$17K
CP
582
Corbenic Partners
Pennsylvania
$16K
CWM
583
Cranbrook Wealth Management
Michigan
$16K
AIM
584
Advantage Investment Management
Iowa
$15K +$8.72K +90 +153%
RBC
585
Roble Belko & Company
Pennsylvania
$15K +$14.4K +149 New
BWA
586
Burt Wealth Advisors
Maryland
$14K
MFW
587
Mosaic Family Wealth
Missouri
$12K -$3.68K -38 -23%
BC
588
Bartlett & Co
Ohio
$12K
EDRH
589
Edmond de Rothschild Holding
Switzerland
$12K
NYLT
590
New York Life Trust
New York
$12K +$1.16K +12 +11%
AIM
591
Anchor Investment Management
South Carolina
$12K
WIC
592
Woodmont Investment Counsel
Tennessee
$11K +$11K +114 New
HI
593
Hudock Inc
Pennsylvania
$11K +$11.6K +120 New
CGT
594
Capital Guardian Trust
California
$10K
PO
595
Private Ocean
California
$10K
EWM
596
Edge Wealth Management
New York
$10K +$9.69K +100 New
VOYA Investment Management
597
VOYA Investment Management
Georgia
$9.91K +$76.5K +790 +0.8%
JCM
598
Jacobi Capital Management
Pennsylvania
$9K
AF
599
Arrow Financial
New York
$8K
FPFS
600
First Personal Financial Services
North Carolina
$8K

AMP Hedge Fund Activity: Q3 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2016, worth a combined $13.3B — up 5.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMP positions and 44 closed out — a net gain of 8 holders — while 182 added to existing stakes and 279 trimmed.

The largest buyer was State Street, adding an estimated $120M. The largest seller was Virtus Fund Advisers, cutting an estimated $112M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $13.3B of Ameriprise Financial stock for Q3 2016, up 5.2% quarter-over-quarter.
  • 52 funds opened new Ameriprise Financial positions in Q3 2016 and 44 closed out, a net change of +8 holders.
  • The largest Ameriprise Financial buyer in Q3 2016 was State Street, an estimated $120M added.
  • The largest Ameriprise Financial seller in Q3 2016 was Virtus Fund Advisers, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2016.