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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
AA
651
Apriem Advisors
California
$3K +$3.27K +31 New
LS
652
Livforsakringsbolaget Skandia
Sweden
$2.69K -$1.98M -18,752 -44%
GEA
653
Glen Eagle Advisors
New Jersey
$2.33K +$2.22K +21 New
CFA
654
Carroll Financial Associates
North Carolina
$2K -$3.48K -33 -55%
RFS
655
Rockefeller Financial Services
New York
$2K
WA
656
WFG Advisors
Texas
$2K +$634 +6 +46%
1832 Asset Management
657
1832 Asset Management
Ontario, Canada
$2K +$1.06K +10 +100%
CFD
658
Creative Financial Designs
Indiana
$2K +$1.69K +16 New
AAP
659
Arax Advisory Partners
Colorado
$2K +$2.01K +19 New
MRCM
660
M&R Capital Management
New Jersey
$1K
VNA
661
Valley National Advisers
Pennsylvania
$1K
SLF
662
Sun Life Financial
Ontario, Canada
$86 +$1.06K +10 New
MTB
663
Mizuho Trust & Banking
Japan
-$32.5M -325,726 Closed
Arrowstreet Capital
664
Arrowstreet Capital
Massachusetts
-$11.3M -113,273 Closed
BCM
665
Basswood Capital Management
New York
-$9.36M -93,846 Closed
Connor, Clark & Lunn Investment Management (CC&L)
666
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.76M -57,700 Closed
MIC
667
MU Investments Company
Japan
-$3.79M -38,900 Closed
FPA
668
First Pacific Advisors
California
-$3.78M -37,900 Closed
Boston Partners
669
Boston Partners
Massachusetts
-$3.62M -36,321 Closed
First Eagle Investment Management
670
First Eagle Investment Management
New York
-$2.13M -21,324 Closed
Schroder Investment Management Group
671
Schroder Investment Management Group
United Kingdom
-$1.99M -19,898 Closed
PL
672
Parkwood LLC
Ohio
-$1.87M -18,762 Closed
DCM
673
Dupont Capital Management
Delaware
-$1.83M -18,319 Closed
LAM
674
Lebenthal Asset Management
New York
-$1.8M -18,095 Closed
BCM
675
BlueCrest Capital Management
Jersey
-$1.79M -17,913 Closed

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.