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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
WIM
651
Westside Investment Management
California
$13.6K – – –
PHK
652
Point72 Hong Kong
Hong Kong
$13K -$62K -488 -82%
EWM
653
Edge Wealth Management
New York
$13K – – –
PO
654
Private Ocean
California
$13K – – –
CBT
655
Capital Bank & Trust
California
$12K +$11.8K +93 New
TRCT
656
Tower Research Capital (TRC)
New York
$11K -$543K -4,274 -98%
AIM
657
Advantage Investment Management
Iowa
$11K – – –
SSB
658
Sandy Spring Bank
Maryland
$11K – – –
MFBTD
659
MB Financial Bank - Trust Department
Illinois
$10K -$6.35K -50 -38%
ZB
660
Zions Bancorporation
Utah
$10K -$3.56K -28 -27%
AF
661
Arrow Financial
New York
$10K – – –
FPFS
662
First Personal Financial Services
North Carolina
$10K – – –
FIB
663
First Interstate Bank
Montana
$9K -$56.6K -446 -87%
CHP
664
Cable Hill Partners
Oregon
$9K – – –
NC
665
NewSquare Capital
Pennsylvania
$9K – – –
RBC
666
Roble Belko & Company
Pennsylvania
$9K – – –
MUS
667
Mitsubishi UFJ Securities
Japan
$9K +$8.89K +70 New
NA
668
NewEdge Advisors
Louisiana
$8.63K +$8.25K +65 New
JCM
669
Jacobi Capital Management
Pennsylvania
$8K – – –
NFG
670
Next Financial Group
Texas
$8K – – –
VIA
671
Vantage Investment Advisors
Pennsylvania
$8K – – –
VCM
672
Versant Capital Management
Arizona
$8K – – –
PFBT
673
Parkside Financial Bank & Trust
Missouri
$8K +$2.54K +20 +44%
TCM
674
Tradewinds Capital Management
Washington
$8K +$7.62K +60 New
IAS
675
INR Advisory Services
Pennsylvania
$7K +$1.65K +13 +30%
25 26
27
28 29

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.