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Ameriprise Financial

697 hedge funds and large institutions have $16.3B invested in Ameriprise Financial in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 234 increasing their positions, 243 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 50

3% more funds holding

Funds holding: 678697 (+19)

4% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 243

4% less capital invested

Capital invested by funds: $17.1B → $16.3B (-$740M)

1.43% less ownership

Funds ownership: 85.59%84.17% (-1.4%)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

48% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $45.3M

Holders
697
Holders Change
+19
Holders Change %
+2.8%
% of All Funds
17.38%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
75
Increased
234
Reduced
243
Closed
50
Calls
$23.7M
Puts
$45.3M
Net Calls
-$21.6M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
601
Shine Investment Advisory Services
Colorado
$64K +$63.5K +500 New
DCM
602
Dupont Capital Management
Delaware
$64K +$64.1K +505 New
MCIA
603
Mountain Capital Investment Advisors
Colorado
$61K +$60.6K +477 New
M
604
MOTCO
Texas
$59K +$38.1K +300 +183%
PFPT
605
Pinnacle Financial Partners (Tennessee)
Tennessee
$55K +$54.6K +430 New
WT
606
Whittier Trust
California
$53K
AIM
607
Acrospire Investment Management
Illinois
$51K -$12.7K -100 -20%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$49K
GBT
609
Grove Bank & Trust
Florida
$49K +$25.8K +203 +113%
DSC
610
Duncker Streett & Co
Missouri
$46K
PG
611
Patten Group
Tennessee
$46K
TWA
612
TCI Wealth Advisors
Arizona
$46K +$3.68K +29 +9%
GLI
613
Guardian Life Insurance
New York
$44K -$31.7K -250 -42%
LF
614
Lee Financial
Texas
$44K +$43.4K +342 New
WTB
615
Washington Trust Bank
Washington
$41K +$1.91K +15 +5%
CAW
616
Cornerstone Advisors (Washington)
Washington
$40K
WTC
617
WhitTier Trust Company
Nevada
$40K
LNB
618
Ledyard National Bank
$35K +$3.81K +30 +12%
KTC
619
Kistler-Tiffany Companies
Pennsylvania
$34K
CBT
620
Central Bank & Trust
Kentucky
$33K
PCM
621
Penserra Capital Management
California
$32K +$32.3K +254 New
IUHSA
622
Itau Unibanco Holding S.A.
Brazil
$31K -$7.62K -60 -20%
RWA
623
Ropes Wealth Advisors
Massachusetts
$30K -$3.17K -25 -10%
OFW
624
Omnia Family Wealth
Florida
$27K
PMFA
625
Plante Moran Financial Advisors
Michigan
$27K +$1.65K +13 +7%

AMP Hedge Fund Activity: Q2 2017 in Review

697 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2017, worth a combined $16.3B — down 4.3% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 50 closed out — a net gain of 25 holders — while 234 added to existing stakes and 243 trimmed.

The largest buyer was Norges Bank, adding an estimated $81.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $300M.

  • 697 institutional investors held Ameriprise Financial (AMP) as of Q2 2017, up from 678 in Q1 2017.
  • Funds reported $16.3B of Ameriprise Financial stock for Q2 2017, down 4.3% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2017 and 50 closed out, a net change of +25 holders.
  • The largest Ameriprise Financial buyer in Q2 2017 was Norges Bank, an estimated $81.7M added.
  • The largest Ameriprise Financial seller in Q2 2017 was T. Rowe Price Associates, an estimated $300M sold.

Based on aggregated 13F filings for Q2 2017.