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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
CLM
51
ClearBridge LLC (Maryland)
Maryland
$54.4M -$32.2M -253,696 -37%
EAM
52
Eagle Asset Management
Florida
$52.7M +$8.13M +64,003 +18%
SC
53
Samlyn Capital
New York
$52.6M +$36.9M +290,921 +238%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$52.5M -$2.38M -18,718 -4%
BCM
55
Bridgeway Capital Management
Texas
$51.3M – – –
DAC
56
Dividend Assets Capital
South Carolina
$50.4M -$528K -4,157 -1%
ZIM
57
Zacks Investment Management
Illinois
$46.7M +$2.8M +22,084 +6%
FIM
58
Foresters Investment Management
New York
$45.7M +$324K +2,550 +0.7%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$44.6M +$3.4M +26,799 +8%
NFA
60
Nationwide Fund Advisors
Ohio
$42.4M -$1.05M -8,266 -2%
Federated Hermes
61
Federated Hermes
Pennsylvania
$41.5M -$9.72M -76,521 -19%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$40.3M -$1.57M -12,384 -4%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$40.2M +$2.44M +19,250 +6%
O
64
OppenheimerFunds
New York
$39.7M +$6.44M +50,726 +19%
Axa
65
Axa
France
$39.5M +$35.7M +281,300 +978%
AllianceBernstein
66
AllianceBernstein
Tennessee
$38.9M +$1.42M +11,155 +4%
Credit Agricole
67
Credit Agricole
France
$38.7M +$2.22M +17,515 +6%
Capital International Investors
68
Capital International Investors
California
$38.6M – – –
Loomis, Sayles & Company
69
Loomis, Sayles & Company
Massachusetts
$37.9M -$7.67M -60,401 -17%
TAM
70
Todd Asset Management
Kentucky
$36.5M -$1.43M -11,295 -4%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$35.8M -$2.07M -16,285 -5%
DK
72
Darrell & King
Virginia
$35.8M +$758K +5,971 +2%
PI
73
Putnam Investments
Massachusetts
$35.5M +$4.28M +33,699 +14%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$35.2M -$19.8M -155,731 -36%
AT
75
AMF Tjänstepension
Sweden
$35M – – –
1 2
3
4 5

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.