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Ameriprise Financial
AMP

653 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 279 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $11.4M

112% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 41

7% more funds holding

Funds holding: 613 → 653 (+40)

2.1% less ownership

Funds ownership: 86.71% → 84.61% (-2.1%)

6% less capital invested

Capital invested by funds: $16.8B → $15.8B (-$959M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

37% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 279

Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
17.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
87
Increased
177
Reduced
279
Closed
41
Calls
$27.3M
Puts
$11.4M
Net Calls
+$15.9M
Net Calls Change
+$3.75M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
2
Norges Bank
Norges Bank
Norway
+$105M
3
Millennium Management
Millennium Management
New York
+$66.9M
4
Brown Advisory
Brown Advisory
Maryland
+$56.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.6M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$210M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$174M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$70.8M
5
VFA
Virtus Fund Advisers
Connecticut
-$69.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
101
Wedge Capital Management
North Carolina
$25.6M -$142K -1,275 -0.5%
SC
102
Samlyn Capital
New York
$25.4M -$14.9M -133,000 -36%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$25.3M +$3.87M +34,613 +17%
Citigroup
104
Citigroup
New York
$24M -$388K -3,470 -2%
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$23.3M -$368K -3,290 -1%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$23.2M -$8.82M -78,900 -27%
EIP
107
Epoch Investment Partners
New York
$22.3M -$210M -1,875,763 -90%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$22.2M -$2.54M -22,748 -10%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$19.7M -$177K -1,588 -0.8%
Fisher Asset Management
110
Fisher Asset Management
Washington
$16.8M -$504K -4,508 -3%
Marshall Wace
111
Marshall Wace
United Kingdom
$16.5M -$6.69M -59,879 -28%
NLGIA
112
Nippon Life Global Investors Americas
New York
$16.3M – – –
US Bancorp
113
US Bancorp
Minnesota
$16.1M +$2.59M +23,170 +18%
Cohen & Steers
114
Cohen & Steers
New York
$15.9M -$1.8M -16,100 -10%
ACP
115
Ashfield Capital Partners
California
$15.4M -$2.46M -22,055 -13%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$15.4M -$267K -2,393 -2%
WF
117
Welch & Forbes
Massachusetts
$15.1M +$15.5K +139 +0.1%
FWCM
118
Ferguson Wellman Capital Management
Oregon
$14.9M +$74.9K +670 +0.5%
AP
119
Atwood & Palmer
Missouri
$14.9M +$691K +6,184 +5%
SIA
120
Sit Investment Associates
Minnesota
$14.7M -$14.9M -133,480 -49%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$14.3M -$270K -2,412 -2%
SEI Investments
122
SEI Investments
Pennsylvania
$14.3M +$5.36M +47,923 +56%
CCMH
123
Cornerstone Capital Management Holdings
New York
$13.9M -$960K -8,587 -6%
QI
124
QS Investors
New York
$13.4M +$452K +4,047 +3%
HW
125
Hancock Whitney
Mississippi
$13.3M -$1.17M -10,462 -8%
3 4
5
6 7

AMP Hedge Fund Activity: Q4 2015 in Review

653 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2015, worth a combined $15.8B — down 5.7% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AMP positions and 41 closed out — a net gain of 46 holders — while 177 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Epoch Investment Partners, cutting an estimated $210M.

  • 653 institutional investors held Ameriprise Financial (AMP) as of Q4 2015, up from 613 in Q3 2015.
  • Funds reported $15.8B of Ameriprise Financial stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 87 funds opened new Ameriprise Financial positions in Q4 2015 and 41 closed out, a net change of +46 holders.
  • The largest Ameriprise Financial buyer in Q4 2015 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ameriprise Financial seller in Q4 2015 was Epoch Investment Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2015.