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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
USAA
101
United Services Automobile Association
Texas
$20.9M -$11M -86,697 -35%
Canada Life
102
Canada Life
Manitoba, Canada
$20.8M +$5.11M +40,203 +33%
National Pension Service
103
National Pension Service
South Korea
$20.4M +$2.77M +21,790 +16%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$19M +$18.1M +142,569 +2,501%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$18.2M -$356K -2,800 -2%
AP
106
Atwood & Palmer
Missouri
$18.1M +$298K +2,345 +2%
Citigroup
107
Citigroup
New York
$17.8M +$2.57M +20,211 +17%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$17.4M +$665K +5,235 +4%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$17.1M +$5.78M +45,554 +52%
TGA
110
Trilogy Global Advisors
Florida
$16.9M -$2.44M -19,226 -13%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$16.9M -$183K -1,440 -1%
FCI
112
Financial Counselors Inc
Kansas
$16.5M -$363K -2,861 -2%
First Trust Advisors
113
First Trust Advisors
Illinois
$16.3M -$2.29M -18,049 -12%
SGAM
114
Smith Group Asset Management
Texas
$15.8M -$2.12M -16,710 -12%
BA
115
Boston Advisors
Massachusetts
$15.7M +$73.7K +580 +0.5%
CCM
116
Copeland Capital Management
Pennsylvania
$15.6M +$429K +3,382 +3%
AG
117
Aperio Group
California
$15.5M +$1.14M +8,998 +8%
Bank of Nova Scotia
118
Bank of Nova Scotia
Ontario, Canada
$15.2M -$8.36M -65,845 -35%
Lazard Asset Management
119
Lazard Asset Management
New York
$15M +$3.82M +30,070 +34%
PI
120
PineBridge Investments
New York
$14.9M -$659K -5,191 -4%
PI
121
PGGM Investments
Netherlands
$13.8M -$171K -1,343 -1%
FWCM
122
Ferguson Wellman Capital Management
Oregon
$12.8M -$22.2K -175 -0.2%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$12.5M -$3.9M -30,705 -24%
Aviva
124
Aviva
United Kingdom
$12.3M -$35.6K -280 -0.3%
Victory Capital Management
125
Victory Capital Management
Texas
$11.7M +$10.3M +81,274 +752%
3 4
5
6 7

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.