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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
Millennium Management
51
Millennium Management
New York
$51.8M +$46.6M +441,220 +1,742%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$51.1M -$1.89M -17,900 -4%
Invesco
53
Invesco
Georgia
$50.4M +$1.71M +16,202 +4%
BIM
54
BlackRock Investment Management
Delaware
$48.6M +$2.09M +19,745 +5%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$47.2M +$5.52M +52,296 +14%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$46.7M -$4.09M -38,765 -8%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$42.9M +$3.09M +29,264 +8%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$40.9M -$5.06M -47,884 -12%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$40.6M +$39M +369,572 New
DAC
60
Dividend Assets Capital
South Carolina
$40.1M +$38.2M +361,400 New
FIM
61
Foresters Investment Management
New York
$38.4M +$68.6K +650 +0.2%
BA
62
BlackRock Advisors
Delaware
$38.1M +$12.4M +117,433 +52%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$38M +$211K +2,000 +0.6%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$37M -$919K -8,700 -3%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$37M -$3.79M -35,889 -10%
VFA
66
Virtus Fund Advisers
Connecticut
$36.8M -$12.4M -117,575 -26%
ZIM
67
Zacks Investment Management
Illinois
$35.7M +$1.66M +15,740 +5%
BJ
68
BlackRock Japan
Japan
$35.5M -$7.18M -68,025 -18%
TAM
69
Todd Asset Management
Kentucky
$34.9M -$2.54M -24,007 -7%
PI
70
Putnam Investments
Massachusetts
$34.4M +$2.78M +26,365 +9%
EAM
71
Eagle Asset Management
Florida
$34.3M -$332K -3,145 -1%
Asset Management One
72
Asset Management One
Japan
$33.9M +$27.4M +259,721 +569%
Capital International Investors
73
Capital International Investors
California
$33.6M
Federated Hermes
74
Federated Hermes
Pennsylvania
$33.3M -$9.95M -94,215 -24%
GC
75
Guggenheim Capital
Illinois
$32.9M +$1.52M +14,427 +5%

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.