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Ameriprise Financial

631 hedge funds and large institutions have $12.6B invested in Ameriprise Financial in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

28% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.3M

3% more funds holding

Funds holding: 611631 (+20)

3.9% less ownership

Funds ownership: 88.63%84.73% (-3.9%)

6% less capital invested

Capital invested by funds: $13.5B → $12.6B (-$875M)

13% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 243

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
631
Holders Change
+20
Holders Change %
+3.27%
% of All Funds
16.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
212
Reduced
243
Closed
47
Calls
$23.4M
Puts
$18.3M
Net Calls
+$5.12M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
651
Janney Montgomery Scott
Pennsylvania
-$500K -5,321 Closed
GA
652
Geneva Advisors
Illinois
-$446K -4,745 Closed
MF
653
Magnetar Financial
Illinois
-$379K -4,032 Closed
HW
654
Hancock Whitney
Mississippi
-$344 -3,669 Closed
CC
655
Cipher Capital
New York
-$328K -3,485 Closed
PPSG
656
Princeton Portfolio Strategies Group
New Jersey
-$276K -2,931 Closed
PTC
657
Petrus Trust Company
Texas
-$275K -2,926 Closed
FWM
658
Frontier Wealth Management
Missouri
-$256K -2,726 Closed
PCM
659
Prelude Capital Management
New York
-$248K -2,640 Closed
Mariner
660
Mariner
Kansas
-$241K -2,569 Closed
GIM
661
Groesbeck Investment Management
New Jersey
-$223K -2,370 Closed
FAAS
662
First Allied Advisory Services
California
-$210K -2,216 Closed
HPC
663
HM Payson & Co
Maine
-$208K -2,211 Closed
TC
664
TradeLink Capital
Illinois
-$206K -2,193 Closed
TIM
665
Thompson Investment Management
Wisconsin
-$202K -2,154 Closed
BDF
666
Balasa Dinverno & Foltz
-$201K -2,135 Closed
ERIM
667
Eagle Ridge Investment Management
Connecticut
-$200K -2,130 Closed
FP
668
FDO Partners
Massachusetts
-$200K -2,125 Closed
LOAMS
669
Lombard Odier Asset Management (Switzerland)
Switzerland
-$136K -1,443 Closed
MAM
670
Meeder Asset Management
Ohio
-$129K -1,368 Closed
FCCM
671
First City Capital Management
Georgia
-$121K -1,284 Closed
Lazard Asset Management
672
Lazard Asset Management
New York
-$109K -1,165 Closed
PAM
673
PartnerRe Asset Management
Connecticut
-$103K -1,094 Closed
WIC
674
Woodmont Investment Counsel
Tennessee
-$10K -110 Closed
SMG
675
Spectrum Management Group
Indiana
-$7K -75 Closed

AMP Hedge Fund Activity: Q2 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2016, worth a combined $12.6B — down 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 47 closed out — a net gain of 28 holders — while 212 added to existing stakes and 243 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $219M. The largest seller was Royal London Asset Management, cutting an estimated $378M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q2 2016, up from 611 in Q1 2016.
  • Funds reported $12.6B of Ameriprise Financial stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2016 and 47 closed out, a net change of +28 holders.
  • The largest Ameriprise Financial buyer in Q2 2016 was Aristotle Capital Management, an estimated $219M added.
  • The largest Ameriprise Financial seller in Q2 2016 was Royal London Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2016.