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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
SSB
601
Sandy Spring Bank
Maryland
$8K
VIA
602
Vantage Investment Advisors
Pennsylvania
$8K
CHP
603
Cable Hill Partners
Oregon
$8K +$581 +6 +9%
NC
604
NewSquare Capital
Pennsylvania
$7K
OSNBOA
605
Old Second National Bank of Aurora
Illinois
$7K
BFEC
606
Benjamin F. Edwards & Company
Missouri
$6K
VCM
607
Versant Capital Management
Arizona
$6K
RWA
608
Ropes Wealth Advisors
Massachusetts
$5K -$3.68K -38 -43%
ASN
609
Advisory Services Network
Georgia
$5K
CFA
610
Carroll Financial Associates
North Carolina
$5K +$5.81K +60 New
KF
611
Krilogy Financial
Missouri
$4K +$3.88K +40 New
SWA
612
Sutton Wealth Advisors
Florida
$3.49K -$3.39K -35 -50%
DPA
613
Delphi Private Advisors
California
$3K -$2.52K -26 -45%
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$3K
CLOS
615
Compagnie Lombard Odier SCmA
Switzerland
$3K
PFBT
616
Parkside Financial Bank & Trust
Missouri
$3K
TDC
617
Thompson Davis & Co
Virginia
$3K
HWP
618
Hefty Wealth Partners
Indiana
$2K
JWA
619
JFS Wealth Advisors
Pennsylvania
$2K
RFS
620
Rockefeller Financial Services
New York
$2K
WAS
621
Winch Advisory Services
Wisconsin
$2K
IWC
622
Integrated Wealth Counsel
California
$2K +$2.33K +24 New
1832 Asset Management
623
1832 Asset Management
Ontario, Canada
$1K -$19.1K -197 -95%
MWM
624
MinichMacGregor Wealth Management
New York
$1K
MRCM
625
M&R Capital Management
New Jersey
$1K

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.