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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
ABTD
701
Arvest Bank Trust Division
Oklahoma
-$206K -2,069 Closed
WA
702
Wasatch Advisors
Utah
-$205K -2,055 Closed
IR
703
Invictus RG
Bermuda
-$106K -1,064 Closed
BAM
704
Brave Asset Management
New Jersey
-$66K -659 Closed
JFA
705
JNBA Financial Advisors
Minnesota
-$66K -659 Closed
S
706
SignatureFD
Georgia
-$66K -659 Closed
PG
707
PEAK6 Group
Illinois
-$62.2K -589 Closed
BBPWM
708
Blue Bell Private Wealth Management
Pennsylvania
-$48K -480 Closed
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
-$37K -370 Closed
MWP
710
MYCIO Wealth Partners
Pennsylvania
-$28K -284 Closed
JSAM
711
J. Safra Asset Management
New York
-$28K -279 Closed
PCM
712
Prelude Capital Management
New York
-$28K -276 Closed
AWMS
713
Advocacy Wealth Management Services
Georgia
-$20K -200 Closed
CYG
714
Clean Yield Group
Vermont
-$20K -200 Closed
NYLT
715
New York Life Trust
New York
-$12K -121 Closed
WIC
716
Woodmont Investment Counsel
Tennessee
-$11K -114 Closed
OSNBOA
717
Old Second National Bank of Aurora
Illinois
-$7K -75 Closed
IWC
718
Integrated Wealth Counsel
California
-$2K -24 Closed
MWM
719
MinichMacGregor Wealth Management
New York
-$1K -16 Closed
BCI
720
Brinker Capital Investments
Pennsylvania
-$1K -6 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.