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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
FFW
626
Fusion Family Wealth
New York
$16K +$14.9K +120 New
AIM
627
Anchor Investment Management
South Carolina
$15.6K
GI
628
Gradient Investments
Minnesota
$15K -$19.4K -157 -58%
HI
629
Hudock Inc
Pennsylvania
$15K
SBL
630
Sargent Bickham Lagudis
Colorado
$15K
WIM
631
Westside Investment Management
California
$13.1K
ZB
632
Zions Bancorporation
Utah
$13K -$20K -162 -61%
EWM
633
Edge Wealth Management
New York
$13K
PO
634
Private Ocean
California
$13K
CYG
635
Clean Yield Group
Vermont
$13K +$12.4K +100 New
AIM
636
Advantage Investment Management
Iowa
$12K
CGT
637
Capital Guardian Trust
California
$12K
FPFS
638
First Personal Financial Services
North Carolina
$11K
SSB
639
Sandy Spring Bank
Maryland
$11K
AF
640
Arrow Financial
New York
$10K
IWM
641
IHT Wealth Management
Illinois
$10K
CHP
642
Cable Hill Partners
Oregon
$9K
NC
643
NewSquare Capital
Pennsylvania
$9K
RBC
644
Roble Belko & Company
Pennsylvania
$9K
VIA
645
Vantage Investment Advisors
Pennsylvania
$9K
NYLT
646
New York Life Trust
New York
$9K +$8.66K +70 New
NFG
647
Next Financial Group
Texas
$8K -$88K -711 -92%
JCM
648
Jacobi Capital Management
Pennsylvania
$8K
VCM
649
Versant Capital Management
Arizona
$8K
CPIG
650
Chicago Partners Investment Group
Illinois
$8K +$7.43K +60 New

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.