We are live on ! Find out more
AMP icon

Ameriprise Financial

631 hedge funds and large institutions have $12.6B invested in Ameriprise Financial in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 47

28% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $18.3M

3% more funds holding

Funds holding: 611631 (+20)

3.9% less ownership

Funds ownership: 88.63%84.73% (-3.9%)

6% less capital invested

Capital invested by funds: $13.5B → $12.6B (-$875M)

13% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 243

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
631
Holders Change
+20
Holders Change %
+3.27%
% of All Funds
16.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
75
Increased
212
Reduced
243
Closed
47
Calls
$23.4M
Puts
$18.3M
Net Calls
+$5.12M
Net Calls Change
-$5.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$44.3M -$2.54M -26,308 -5%
ClearBridge Investments
52
ClearBridge Investments
New York
$43.9M -$1.07M -11,053 -2%
SAM
53
Silvercrest Asset Management
New York
$43.7M -$103K -1,062 -0.2%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.7M -$4.4M -45,578 -9%
N
55
Nuveen
North Carolina
$41M +$7.5M +77,661 +20%
TG
56
TCW Group
California
$40.2M -$92.1M -953,357 -68%
BIM
57
BlackRock Investment Management
Delaware
$38.8M +$439K +4,546 +1%
Invesco
58
Invesco
Georgia
$38.3M -$2.93M -30,350 -7%
UBS AM
59
UBS AM
Illinois
$38.2M +$477K +4,942 +1%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$38M +$1.14M +11,850 +3%
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$37.9M -$2.38M -24,621 -6%
BJ
62
BlackRock Japan
Japan
$36.5M -$1.84M -19,075 -4%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$33.7M -$791K -8,192 -2%
WG
64
Winton Group
United Kingdom
$32.6M -$19.8M -204,553 -36%
Teacher Retirement System of Texas
65
Teacher Retirement System of Texas
Texas
$32.2M -$28.9M -299,216 -45%
PAM
66
Panagora Asset Management
Massachusetts
$31.8M -$1.15M -11,932 -3%
USAA
67
United Services Automobile Association
Texas
$31.7M +$5.54M +57,341 +19%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$31.6M -$2.39M -24,763 -7%
TAM
69
Todd Asset Management
Kentucky
$31.1M -$2.62M -27,075 -7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$30.5M -$1.95M -20,204 -6%
MTB
71
Mizuho Trust & Banking
Japan
$30.1M -$876K -9,066 -3%
FIM
72
Foresters Investment Management
New York
$30M +$802K +8,305 +3%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$29M -$4.75M -49,161 -13%
DIA
74
Dana Investment Advisors
Wisconsin
$28.7M +$1.46M +15,092 +5%
EAM
75
Eagle Asset Management
Florida
$28.4M -$864K -8,947 -3%

AMP Hedge Fund Activity: Q2 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2016, worth a combined $12.6B — down 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AMP positions and 47 closed out — a net gain of 28 holders — while 212 added to existing stakes and 243 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $219M. The largest seller was Royal London Asset Management, cutting an estimated $378M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q2 2016, up from 611 in Q1 2016.
  • Funds reported $12.6B of Ameriprise Financial stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 75 funds opened new Ameriprise Financial positions in Q2 2016 and 47 closed out, a net change of +28 holders.
  • The largest Ameriprise Financial buyer in Q2 2016 was Aristotle Capital Management, an estimated $219M added.
  • The largest Ameriprise Financial seller in Q2 2016 was Royal London Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q2 2016.