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Ameriprise Financial
AMP

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: 678 → 697 (+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: 9 → 5 (-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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$81.7M
2
Millennium Management
Millennium Management
New York
+$65M
3
Morgan Stanley
Morgan Stanley
New York
+$59.1M
4
PAM
Panagora Asset Management
Massachusetts
+$48.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$43.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$300M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$275M
3
JP Morgan Chase
JP Morgan Chase
New York
-$141M
4
TCIM
TIAA CREF Investment Management
New York
-$80.5M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
626
Perennial Advisors
New York
$26K +$8.25K +65 +46%
WEC
627
Winslow Evans & Crocker
Massachusetts
$26K – – –
FMTCOCP
628
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.2K +$7.62K +60 +43%
FFC
629
First Financial Corp
Indiana
$25K -$16.4K -129 -39%
ADL
630
Asset Dedication LLC
California
$23K – – –
TSW
631
Thompson Siegel & Walmsley
Virginia
$22K – – –
OIA
632
OneDigital Investment Advisors
Kansas
$22K +$22.1K +174 New
WPA
633
West Paces Advisors
Georgia
$21K – – –
LWA
634
Lowe Wealth Advisors
Maryland
$21K – – –
SFSIG
635
San Francisco Sentry Investment Group
California
$21K +$20.7K +163 New
BFEC
636
Benjamin F. Edwards & Company
Missouri
$20K – – –
CP
637
Corbenic Partners
Pennsylvania
$20K – – –
CWM
638
Cranbrook Wealth Management
Michigan
$20K – – –
JWA
639
JFS Wealth Advisors
Pennsylvania
$19K +$16.1K +127 +552%
Barrow, Hanley, Mewhinney & Strauss
640
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K -$275M -2,165,760 -100%
BWA
641
Burt Wealth Advisors
Maryland
$18K – – –
CB
642
Community Bank
New York
$18K – – –
PCM
643
Prelude Capital Management
New York
$17K +$16.9K +133 New
AIM
644
Anchor Investment Management
South Carolina
$15.3K – – –
BC
645
Bartlett & Co
Ohio
$15K – – –
FFW
646
Fusion Family Wealth
New York
$15K – – –
HI
647
Hudock Inc
Pennsylvania
$15K – – –
SBL
648
Sargent Bickham Lagudis
Colorado
$15K – – –
GI
649
Gradient Investments
Minnesota
$14K – – –
FC
650
Ferris Capital
Massachusetts
$14K +$13.8K +109 New
24 25
26
27 28

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.