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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
SSB
626
Sandy Spring Bank
Maryland
$9K
EARNEST Partners
627
EARNEST Partners
Georgia
$9K +$8.24K +78 New
IWM
628
IHT Wealth Management
Illinois
$9K +$8.55K +81 New
RBC
629
Roble Belko & Company
Pennsylvania
$8K -$8.45K -80 -54%
CHP
630
Cable Hill Partners
Oregon
$8K -$634 -6 -8%
NC
631
NewSquare Capital
Pennsylvania
$8K
JCM
632
Jacobi Capital Management
Pennsylvania
$7K -$2.75K -26 -30%
VIA
633
Vantage Investment Advisors
Pennsylvania
$7K -$1.37K -13 -16%
VCM
634
Versant Capital Management
Arizona
$7K
FAN
635
Financial Advisors Network
California
$6.78K +$6.34K +60 New
HR
636
Howe & Rusling
New York
$6K -$12.3K -116 -70%
RWA
637
Ropes Wealth Advisors
Massachusetts
$6K
BTIS
638
BB&T Investment Services
North Carolina
$6K +$5.6K +53 New
MFW
639
Mosaic Family Wealth
Missouri
$5K -$8.13K -77 -62%
PFBT
640
Parkside Financial Bank & Trust
Missouri
$5K +$1.06K +10 +29%
IPC
641
Independent Portfolio Consultants
Florida
$4K -$77.7K -736 -95%
DPA
642
Delphi Private Advisors
California
$4K
KF
643
Krilogy Financial
Missouri
$4K
TDC
644
Thompson Davis & Co
Virginia
$4K
SWA
645
Sutton Wealth Advisors
Florida
$3.88K
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$3K
HWP
647
Hefty Wealth Partners
Indiana
$3K
JWA
648
JFS Wealth Advisors
Pennsylvania
$3K
WAS
649
Winch Advisory Services
Wisconsin
$3K +$106 +1 +5%
TIM
650
Tortoise Investment Management
New York
$3K +$3.17K +30 New

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.