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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
MFW
676
Mosaic Family Wealth
Missouri
$6K – – –
MIM
677
Macroview Investment Management
Maryland
$5K +$4.83K +38 New
FAM
678
Fred Alger Management
New York
$5K +$5.46K +43 New
SWA
679
Sutton Wealth Advisors
Florida
$4.46K – – –
CLOS
680
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
TDC
681
Thompson Davis & Co
Virginia
$4K – – –
TIM
682
Tortoise Investment Management
New York
$4K – – –
HWP
683
Hefty Wealth Partners
Indiana
$3K – – –
HT
684
Heritage Trust
Oklahoma
$3K – – –
WAS
685
Winch Advisory Services
Wisconsin
$3K – – –
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.05K +24 New
FPB
687
First PREMIER Bank
South Dakota
$3K +$3.17K +25 New
CT
688
Chicago Trust
Illinois
$2.25K -$38.2K -301 -2%
AAP
689
Arax Advisory Partners
Colorado
$2K – – –
CFD
690
Creative Financial Designs
Indiana
$2K – – –
WA
691
WFG Advisors
Texas
$2K – – –
CMBA
692
C.M. Bidwell & Associates
Hawaii
$2K +$1.78K +14 New
1832 Asset Management
693
1832 Asset Management
Ontario, Canada
$1K – – –
VNA
694
Valley National Advisers
Pennsylvania
$1K – – –
Walleye Trading
695
Walleye Trading
New York
$344 +$343K +2,701 New
IWM
696
IHT Wealth Management
Illinois
$113 +$29.2K +230 +284%
MCM
697
Moore Capital Management
New York
– -$9.73M -75,000 Closed
BIM
698
Bogle Investment Management
Massachusetts
– -$9.56M -73,719 Closed
NLGIA
699
Nippon Life Global Investors Americas
New York
– -$5.32M -41,000 Closed
NIP
700
Nicholas Investment Partners
California
– -$3.96M -30,560 Closed
26 27
28
29 30

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.