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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
CNBT
726
Canandaigua National Bank & Trust
New York
– -$202K -1,559 Closed
BAS
727
Brown Advisory Securities
Maryland
– -$201K -1,542 Closed
PTC
728
Petrus Trust Company
Texas
– -$200K -1,539 Closed
MCM
729
McKinley Capital Management
Alaska
– -$124K -960 Closed
NSIM
730
North Star Investment Management
Illinois
– -$38K -290 Closed
EDRH
731
Edmond de Rothschild Holding
Switzerland
– -$34K -261 Closed
AFIA
732
America First Investment Advisors
Nebraska
– -$29K -225 Closed
RI
733
Redwood Investments
Massachusetts
– -$26K -200 Closed
FPF
734
FNY Partners Fund
New York
– -$19K -150 Closed
JIR
735
James Investment Research
Ohio
– -$18K -140 Closed
BIG
736
Bellwether Investment Group
Tennessee
– -$16K -125 Closed
CYG
737
Clean Yield Group
Vermont
– -$13K -100 Closed
CGT
738
Capital Guardian Trust
California
– -$12K -93 Closed
CPIG
739
Chicago Partners Investment Group
Illinois
– -$8K -60 Closed
CAG
740
Crestwood Advisors Group
Massachusetts
– -$7K -51 Closed
HR
741
Howe & Rusling
New York
– -$6K -50 Closed
KF
742
Krilogy Financial
Missouri
– -$4K -40 Closed
AA
743
Apriem Advisors
California
– -$4K -31 Closed
PFO
744
Pathstone Family Office
New Jersey
– -$3K -22 Closed
GEA
745
Glen Eagle Advisors
New Jersey
– -$2.72K -21 Closed
MRCM
746
M&R Capital Management
New Jersey
– -$1K -15 Closed
26 27 28 29
30

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.