We are live on ! Find out more
AMP icon

Ameriprise Financial
AMP

817 hedge funds and large institutions have $21.5B invested in Ameriprise Financial in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 34

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

13% more capital invested

Capital invested by funds: $19B → $21.5B (+$2.5B)

13% more funds holding

Funds holding: 724 → 817 (+93)

0.69% more ownership

Funds ownership: 85.3% → 85.99% (+0.69%)

6% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 272

11% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $21.7M

Holders
817
Holders Change
+93
Holders Change %
+12.85%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.36%
New
129
Increased
256
Reduced
272
Closed
34
Calls
$19.2M
Puts
$21.7M
Net Calls
-$2.48M
Net Calls Change
-$9.78M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$108M
2
Goldman Sachs
Goldman Sachs
New York
+$92.5M
3
Morgan Stanley
Morgan Stanley
New York
+$75.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$74.5M
5
NI
Numeric Investors
Massachusetts
+$65.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$297M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$80.1M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$52M
4
NFA
Nationwide Fund Advisors
Ohio
-$47.3M
5
TCIM
TIAA CREF Investment Management
New York
-$45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
576
Cordasco Financial Network
Florida
$305K – – –
FIG
577
FundX Investment Group
California
$305K – – –
GC
578
Gilbert & Cook
Iowa
$303K +$4.81K +30 +2%
HSA
579
HBK Sorce Advisory
Pennsylvania
$301K +$1.44K +9 +0.5%
ECM
580
Estabrook Capital Management
New York
$301K – – –
IA
581
IFG Advisory
Georgia
$299K +$283K +1,769 New
GAG
582
GM Advisory Group
New York
$297K -$481 -3 -0.2%
AWM
583
Aries Wealth Management
Maine
$296K +$265K +1,654 New
IB
584
Intrust Bank
Kansas
$295K -$8.01K -50 -3%
ACM
585
AUA Capital Management
Pennsylvania
$295K – – –
TH
586
TCTC Holdings
Texas
$291K – – –
RWP
587
RWA Wealth Partners
Massachusetts
$289K – – –
TF
588
Tompkins Financial
New York
$289K – – –
GCC
589
Game Creek Capital
Massachusetts
$288K +$272K +1,700 New
HS
590
HighVista Strategies
Massachusetts
$288K +$272K +1,700 New
WIA
591
Wealthstreet Investment Advisors
Texas
$287K +$272K +1,695 New
DWT
592
Dorsey & Whitney Trust
South Dakota
$286K – – –
PNC
593
Park National Corp
Ohio
$285K – – –
CPH
594
C Partners Holding
Switzerland
$284K +$269K +1,676 New
EGA
595
Eagle Global Advisors
Texas
$282K – – –
AWM
596
AE Wealth Management
Kansas
$281K -$5.13K -32 -2%
TAM
597
Tiverton Asset Management
Delaware
$279K +$263K +1,644 New
SRAM
598
Stone Ridge Asset Management
New York
$278K +$263K +1,643 New
CDH
599
Charles D. Hyman
$276K – – –
IAA
600
Independent Advisor Alliance
North Carolina
$265K – – –
22 23
24
25 26

AMP Hedge Fund Activity: Q4 2017 in Review

817 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2017, worth a combined $21.5B — up 13% from $19B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AMP positions and 34 closed out — a net gain of 95 holders — while 256 added to existing stakes and 272 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $108M. The largest seller was Norges Bank, cutting an estimated $297M.

  • 817 institutional investors held Ameriprise Financial (AMP) as of Q4 2017, up from 724 in Q3 2017.
  • Funds reported $21.5B of Ameriprise Financial stock for Q4 2017, up 13% quarter-over-quarter.
  • 129 funds opened new Ameriprise Financial positions in Q4 2017 and 34 closed out, a net change of +95 holders.
  • The largest Ameriprise Financial buyer in Q4 2017 was AQR Capital Management, an estimated $108M added.
  • The largest Ameriprise Financial seller in Q4 2017 was Norges Bank, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2017.