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Ameriprise Financial

663 hedge funds and large institutions have $14.8B invested in Ameriprise Financial in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.49B)

5% more funds holding

Funds holding: 631663 (+32)

0.21% more ownership

Funds ownership: 84.02%84.23% (+0.21%)

22% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 260

29% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $39.1M

Holders
663
Holders Change
+32
Holders Change %
+5.07%
% of All Funds
16.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
98
Increased
203
Reduced
260
Closed
58
Calls
$27.7M
Puts
$39.1M
Net Calls
-$11.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
601
Asset Dedication LLC
California
$19K
LWA
602
Lowe Wealth Advisors
Maryland
$19K
FMTCOCP
603
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18.4K +$17.5K +166 New
WPA
604
West Paces Advisors
Georgia
$18.3K +$17.4K +165 New
CP
605
Corbenic Partners
Pennsylvania
$18K
CWM
606
Cranbrook Wealth Management
Michigan
$18K
BFEC
607
Benjamin F. Edwards & Company
Missouri
$18K +$10.6K +100 +167%
BWA
608
Burt Wealth Advisors
Maryland
$16K
PA
609
Perennial Advisors
New York
$16K +$14.8K +140 New
BIG
610
Bellwether Investment Group
Tennessee
$14K +$13.2K +125 New
AIM
611
Anchor Investment Management
South Carolina
$13.3K
BC
612
Bartlett & Co
Ohio
$13K
EDRH
613
Edmond de Rothschild Holding
Switzerland
$13K
HI
614
Hudock Inc
Pennsylvania
$13K
SBL
615
Sargent Bickham Lagudis
Colorado
$13K
MFBTD
616
MB Financial Bank - Trust Department
Illinois
$12K +$11.6K +110 New
WIM
617
Westside Investment Management
California
$11.7K +$10.8K +102 New
EWM
618
Edge Wealth Management
New York
$11K
PO
619
Private Ocean
California
$11K
AIM
620
Advantage Investment Management
Iowa
$10K -$6.23K -59 -40%
CGT
621
Capital Guardian Trust
California
$10K -$1.27K -12 -11%
SFS
622
Sowell Financial Services
Arkansas
$10K +$7.82K +74 New
EF
623
Empirical Finance
Pennsylvania
$10K +$8.87K +84 New
AF
624
Arrow Financial
New York
$9K
FPFS
625
First Personal Financial Services
North Carolina
$9K

AMP Hedge Fund Activity: Q4 2016 in Review

663 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2016, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMP positions and 58 closed out — a net gain of 40 holders — while 203 added to existing stakes and 260 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 663 institutional investors held Ameriprise Financial (AMP) as of Q4 2016, up from 631 in Q3 2016.
  • Funds reported $14.8B of Ameriprise Financial stock for Q4 2016, up 11% quarter-over-quarter.
  • 98 funds opened new Ameriprise Financial positions in Q4 2016 and 58 closed out, a net change of +40 holders.
  • The largest Ameriprise Financial buyer in Q4 2016 was TIAA CREF Investment Management, an estimated $124M added.
  • The largest Ameriprise Financial seller in Q4 2016 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2016.