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Ameriprise Financial

611 hedge funds and large institutions have $13.5B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 239 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $16.8M

4.02% more ownership

Funds ownership: 84.61%88.63% (+4%)

5% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 239

6% less funds holding

Funds holding: 653611 (-42)

15% less capital invested

Capital invested by funds: $15.8B → $13.5B (-$2.35B)

39% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 82

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
611
Holders Change
-42
Holders Change %
-6.43%
% of All Funds
16.28%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
50
Increased
228
Reduced
239
Closed
82
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$28.7M -$20.7M -231,247 -43%
DIA
77
Dana Investment Advisors
Wisconsin
$28.6M +$24.4M +271,956 +850%
EVM
78
Eaton Vance Management
Massachusetts
$28.6M -$1.03M -11,495 -4%
Capital International Investors
79
Capital International Investors
California
$28.5M
IGIM
80
I.G. Investment Management
Manitoba, Canada
$28.5M +$18.1M +201,787 +200%
TGA
81
Trilogy Global Advisors
Florida
$28.1M +$3.35M +37,310 +14%
HCM
82
Highbridge Capital Management
New York
$28M +$26.7M +297,341 New
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$27.8M +$229K +2,557 +0.9%
USAA
84
United Services Automobile Association
Texas
$27.7M -$11.2M -124,503 -30%
Federated Hermes
85
Federated Hermes
Pennsylvania
$26.7M -$19.7M -219,386 -44%
ZIM
86
Zacks Investment Management
Illinois
$25.6M +$1.52M +16,929 +7%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$25.3M -$43.8M -488,123 -64%
GC
88
Guggenheim Capital
Illinois
$24.9M +$860K +9,594 +4%
WCM
89
Wedge Capital Management
North Carolina
$24.7M +$2.01M +22,364 +9%
VAM
90
Visium Asset Management
New York
$24.7M +$23.5M +262,277 New
Principal Financial Group
91
Principal Financial Group
Iowa
$24.6M +$1.17M +13,053 +5%
BA
92
BlackRock Advisors
Delaware
$24.5M -$8.11M -90,402 -26%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$24.3M -$6.36M -70,955 -22%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$23.7M -$968K -10,800 -4%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$23.4M -$4.12M -46,000 -16%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$22.9M +$568K +6,336 +3%
HI
97
Honeywell International
North Carolina
$22.8M +$8.97K +100 +0%
CCM
98
Cornerstone Capital Management
Minnesota
$22M -$11.3M -125,535 -35%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$20.7M -$9.16M -102,200 -32%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$20.6M +$69.1K +771 +0.4%

AMP Hedge Fund Activity: Q1 2016 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.5B — down 15% from $15.8B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AMP and 50 opened new positions — a net loss of 32 holders — while 239 trimmed existing stakes and 228 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $246M sold.

  • 611 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 653 in Q4 2015.
  • Funds reported $13.5B of Ameriprise Financial stock for Q1 2016, down 15% quarter-over-quarter.
  • 50 funds opened new Ameriprise Financial positions in Q1 2016 and 82 closed out, a net change of -32 holders.
  • The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
  • The largest Ameriprise Financial seller in Q1 2016 was Americafirst Capital Management, an estimated $246M sold.

Based on aggregated 13F filings for Q1 2016.