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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
AF
601
Arrow Financial
New York
$7K
CHP
602
Cable Hill Partners
Oregon
$7K
OSNBOA
603
Old Second National Bank of Aurora
Illinois
$7K
SSB
604
Sandy Spring Bank
Maryland
$7K
VIA
605
Vantage Investment Advisors
Pennsylvania
$7K +$1.26K +13 +20%
FPFS
606
First Personal Financial Services
North Carolina
$7K +$7.92K +82 New
SWA
607
Sutton Wealth Advisors
Florida
$6.29K
NC
608
NewSquare Capital
Pennsylvania
$6K -$9.37K -97 -58%
VCM
609
Versant Capital Management
Arizona
$6K
DPA
610
Delphi Private Advisors
California
$5K -$773 -8 -12%
AIM
611
Advantage Investment Management
Iowa
$5K
BFEC
612
Benjamin F. Edwards & Company
Missouri
$5K
ATC
613
Adirondack Trust Company
New York
$4K
ASN
614
Advisory Services Network
Georgia
$4K +$2.9K +30 +167%
TDC
615
Thompson Davis & Co
Virginia
$3K -$15.7K -162 -83%
Carson Wealth (CWM LLC)
616
Carson Wealth (CWM LLC)
Nebraska
$3K
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$3K
PFBT
618
Parkside Financial Bank & Trust
Missouri
$3K +$1.55K +16 +84%
WAS
619
Winch Advisory Services
Wisconsin
$2K -$12.3K -127 -85%
JWA
620
JFS Wealth Advisors
Pennsylvania
$2K -$386 -4 -15%
HWP
621
Hefty Wealth Partners
Indiana
$2K
RFS
622
Rockefeller Financial Services
New York
$2K
AT
623
Arden Trust
Delaware
$1.26K -$38.7K -401 -3%
WA
624
WFG Advisors
Texas
$1K
PFG
625
Pacific Financial Group
Washington
$1K +$580 +6 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.