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Ameriprise Financial

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663678 (+15)

1.36% more ownership

Funds ownership: 84.23%85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
601
Ledyard National Bank
$32K +$30.3K +245 New
EFSCE
602
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
AFIA
603
America First Investment Advisors
Nebraska
$29K +$27.8K +225 New
OFW
604
Omnia Family Wealth
Florida
$28K
WEC
605
Winslow Evans & Crocker
Massachusetts
$26.5K
PMFA
606
Plante Moran Financial Advisors
Michigan
$26K -$124 -1 -0.5%
RI
607
Redwood Investments
Massachusetts
$26K
TSW
608
Thompson Siegel & Walmsley
Virginia
$23K -$907K -7,325 -98%
ADL
609
Asset Dedication LLC
California
$23K
GBT
610
Grove Bank & Trust
Florida
$23K
M
611
MOTCO
Texas
$22K -$9.65K -78 -32%
LWA
612
Lowe Wealth Advisors
Maryland
$22K
WPA
613
West Paces Advisors
Georgia
$21.4K
CP
614
Corbenic Partners
Pennsylvania
$21K
CWM
615
Cranbrook Wealth Management
Michigan
$21K
BFEC
616
Benjamin F. Edwards & Company
Missouri
$20K -$619 -5 -3%
CB
617
Community Bank
New York
$19K -$3.71K -30 -17%
BWA
618
Burt Wealth Advisors
Maryland
$19K
FPF
619
FNY Partners Fund
New York
$19K +$18.6K +150 New
PA
620
Perennial Advisors
New York
$18K
JIR
621
James Investment Research
Ohio
$18K +$17.3K +140 New
FMTCOCP
622
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17.9K -$3.46K -28 -17%
MFBTD
623
MB Financial Bank - Trust Department
Illinois
$17K +$2.6K +21 +19%
BC
624
Bartlett & Co
Ohio
$16K
BIG
625
Bellwether Investment Group
Tennessee
$16K

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.