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Ameriprise Financial

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: 653611 (-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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
651
Catalyst Capital Advisors
New York
-$357K -3,350 Closed
RCM
652
Rotella Capital Management
Washington
-$351K -3,300 Closed
PAG
653
Private Advisor Group
New Jersey
-$332K -3,120 Closed
LP
654
LMR Partners
United Kingdom
-$310K -2,913 Closed
NIMI
655
Natixis Investment Managers International
France
-$310K -2,909 Closed
ACI
656
Advance Capital I
Michigan
-$298K -2,800 Closed
Nomura Holdings
657
Nomura Holdings
Japan
-$290K -2,719 Closed
William Blair Investment Management
658
William Blair Investment Management
Illinois
-$274K -2,572 Closed
ACM
659
Americafirst Capital Management
California
-$246M -2,310 Closed
BJL
660
Brighton Jones LLC
Washington
-$232K -2,184 Closed
HHMI
661
Howard Hughes Medical Institute
Maryland
-$227K -2,132 Closed
DW
662
Domani Wealth
Pennsylvania
-$223K -2,100 Closed
ASA
663
Armstrong Shaw Associates
Connecticut
-$215K -2,020 Closed
FNB
664
First Niagara Bank
New York
-$215K -2,019 Closed
AA
665
Ancora Advisors
Ohio
-$213K -2,000 Closed
CA
666
Cornerstone Advisors
North Carolina
-$213K -2,000 Closed
HB
667
Homrich & Berg
Georgia
-$209K -1,962 Closed
FNT
668
First National Trust
Pennsylvania
-$208K -1,959 Closed
GAM
669
Gotham Asset Management
New York
-$208K -1,953 Closed
Walleye Trading
670
Walleye Trading
New York
-$161K -1,792 Closed
FA
671
Friess Associates
Delaware
-$110K -1,030 Closed
SBA
672
Seven Bridges Advisors
New York
-$88K -829 Closed
ES
673
Equitec Specialists
Illinois
-$64K -605 Closed
CG
674
Cutler Group
California
-$49.3K -550 Closed
ANBT
675
American National Bank & Trust
Texas
-$37K -346 Closed

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.