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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$62M -$3.04M -25,800 -4%
UBS AM
52
UBS AM
Illinois
$58.5M -$73.6M -624,042 -54%
Federated Hermes
53
Federated Hermes
Pennsylvania
$58.2M +$245K +2,080 +0.4%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$57.4M +$3.98M +33,699 +7%
Invesco
55
Invesco
Georgia
$57.2M -$109M -928,255 -64%
AT
56
AMF Tjänstepension
Sweden
$56.1M
Morgan Stanley
57
Morgan Stanley
New York
$55.5M -$31.9M -270,396 -35%
PPA
58
Parametric Portfolio Associates
Washington
$54.6M +$7.57M +64,177 +15%
BIM
59
BlackRock Investment Management
Delaware
$54.4M +$6.06M +51,334 +11%
SAM
60
Silvercrest Asset Management
New York
$54.3M +$30.7K +260 +0.1%
Charles Schwab
61
Charles Schwab
California
$52.9M +$1.01M +8,547 +2%
Renaissance Technologies
62
Renaissance Technologies
New York
$52.8M +$35.6M +301,800 +165%
TAM
63
Todd Asset Management
Kentucky
$51.5M -$1.6M -13,540 -3%
WG
64
Winton Group
United Kingdom
$51M +$12.5M +105,746 +29%
Loomis, Sayles & Company
65
Loomis, Sayles & Company
Massachusetts
$48.8M -$2.37M -20,122 -4%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$48.7M -$4.55M -38,594 -8%
GA
67
Geneva Advisors
Illinois
$48.4M -$18.7M -158,545 -26%
BA
68
BlackRock Advisors
Delaware
$46.5M +$20.4M +172,877 +68%
USAA
69
United Services Automobile Association
Texas
$46.1M +$2.1M +17,829 +4%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$45.8M +$19.3M +163,300 +64%
GLA
71
Great Lakes Advisors
Illinois
$45.6M +$3.37M +28,534 +7%
CS
72
Credit Suisse
Switzerland
$44.7M +$8.9M +75,448 +23%
BJ
73
BlackRock Japan
Japan
$44.3M +$3.38M +28,638 +8%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$43.6M +$2.25M +19,081 +5%
CCM
75
Cornerstone Capital Management
Minnesota
$41.2M -$15.5M -131,709 -26%

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.