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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
Federated Hermes
76
Federated Hermes
Pennsylvania
$28M +$2.59M +26,841 +9%
CS
77
Credit Suisse
Switzerland
$27.5M +$86.2K +892 +0.3%
IGIM
78
I.G. Investment Management
Manitoba, Canada
$27.4M +$242K +2,500 +0.8%
AllianceBernstein
79
AllianceBernstein
Tennessee
$27.3M -$1.95M -20,134 -6%
Capital International Investors
80
Capital International Investors
California
$27.2M
EVM
81
Eaton Vance Management
Massachusetts
$27M -$307K -3,180 -1%
RCAMU
82
Rothschild & Co Asset Management US
Connecticut
$26.6M -$4.83M -50,021 -14%
Citigroup
83
Citigroup
New York
$26.1M +$11.3M +116,661 +67%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$26M +$21.9M +227,046 +215%
GC
85
Guggenheim Capital
Illinois
$25.8M +$2.11M +21,854 +8%
APG Asset Management
86
APG Asset Management
Netherlands
$25.7M +$14.8M +153,192 +115%
ZIM
87
Zacks Investment Management
Illinois
$25.3M +$844K +8,739 +3%
TGA
88
Trilogy Global Advisors
Florida
$25.2M -$1.77M -18,280 -6%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$24.7M -$2.07M -21,428 -7%
BA
90
BlackRock Advisors
Delaware
$24.4M +$971K +10,046 +4%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$23.3M +$3.86M +39,924 +18%
WCM
92
Wedge Capital Management
North Carolina
$23.1M -$606K -6,273 -2%
Principal Financial Group
93
Principal Financial Group
Iowa
$22.6M -$965K -9,993 -4%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$22.5M -$145K -1,500 -0.6%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$22.3M +$428K +4,426 +2%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$22.2M +$3.44M +35,607 +17%
HI
97
Honeywell International
North Carolina
$21.9M +$96.6K +1,000 +0.4%
Credit Agricole
98
Credit Agricole
France
$20.7M -$11.7M -121,016 -34%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$20.2M -$2.23M -23,100 -9%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$19.2M -$4.33M -44,790 -17%

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.