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Ameriprise Financial
AMP

611 hedge funds and large institutions have $13.5B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 239 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $16.8M

4.02% more ownership

Funds ownership: 84.61% → 88.63% (+4%)

5% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 239

6% less funds holding

Funds holding: 653 → 611 (-42)

15% less capital invested

Capital invested by funds: $15.8B → $13.5B (-$2.35B)

39% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 82

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
611
Holders Change
-42
Holders Change %
-6.43%
% of All Funds
16.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
228
Reduced
239
Closed
82
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$5.41M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$460M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$351M
3
Norges Bank
Norges Bank
Norway
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$140M
5
EIP
Epoch Investment Partners
New York
+$120M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$246M
2
IC
Institutional Capital
Illinois
-$230M
3
JP Morgan Chase
JP Morgan Chase
New York
-$217M
4
Citadel Advisors
Citadel Advisors
Florida
-$173M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$136M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
626
Engineers Gate Manager
New York
– -$2.41M -22,604 Closed
CG
627
Clinton Group
New York
– -$2.27M -21,335 Closed
PDN
628
Pensionfund DSM Netherlands
Netherlands
– -$1.88M -21,000 Closed
SCP
629
Scoria Capital Partners
Connecticut
– -$2.11M -19,840 Closed
CCM
630
Coldstream Capital Management
Washington
– -$1.96M -18,411 Closed
TWI
631
Thomas White International
Illinois
– -$1.91M -17,985 Closed
HI
632
HBK Investments
Texas
– -$1.76M -16,550 Closed
Ninety One (UK)
633
Ninety One (UK)
United Kingdom
– -$1.73M -16,274 Closed
BCM
634
Basswood Capital Management
New York
– -$1.35M -12,727 Closed
GCA
635
Gideon Capital Advisors
New York
– -$1.25M -11,723 Closed
BA
636
Bristlecone Advisors
Washington
– -$1.23M -11,594 Closed
PS
637
Pensionfund Sabic
Netherlands
– -$897K -10,000 Closed
QSS
638
Quantitative Systematic Strategies
Florida
– -$1.02M -9,536 Closed
FMT
639
First Mercantile Trust
Tennessee
– -$924K -8,680 Closed
WI
640
Wafra Inc
New York
– -$877K -8,242 Closed
FAM
641
Fred Alger Management
New York
– -$868K -8,158 Closed
FCBT
642
First Citizens Bank & Trust
North Carolina
– -$800K -7,513 Closed
NIT
643
NumerixS Investment Technologies
British Columbia, Canada
– -$672K -6,318 Closed
BFM
644
Boothbay Fund Management
New York
– -$662K -6,217 Closed
ECM
645
Element Capital Management
New York
– -$619K -5,820 Closed
Verition Fund Management
646
Verition Fund Management
Connecticut
– -$534K -5,020 Closed
AA
647
ALPS Advisors
Colorado
– -$513K -4,816 Closed
EA
648
Euclid Advisors
Connecticut
– -$394K -3,700 Closed
PP
649
Paloma Partners
Connecticut
– -$381K -3,579 Closed
WCM
650
Washington Capital Management
Washington
– -$366K -3,438 Closed
24 25
26
27 28

AMP Hedge Fund Activity: Q1 2016 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.5B — down 15% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMP and 50 opened new positions — a net loss of 32 holders — while 239 trimmed existing stakes and 228 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $246M sold.

  • 611 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 653 in Q4 2015.
  • Funds reported $13.5B of Ameriprise Financial stock for Q1 2016, down 15% quarter-over-quarter.
  • 50 funds opened new Ameriprise Financial positions in Q1 2016 and 82 closed out, a net change of -32 holders.
  • The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
  • The largest Ameriprise Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2016.