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Ameriprise Financial

663 hedge funds and large institutions have $14.8B invested in Ameriprise Financial in 2016 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 203 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

69% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 58

11% more capital invested

Capital invested by funds: $13.3B → $14.8B (+$1.49B)

5% more funds holding

Funds holding: 631663 (+32)

0.21% more ownership

Funds ownership: 84.02%84.23% (+0.21%)

22% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 260

29% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $39.1M

Holders
663
Holders Change
+32
Holders Change %
+5.07%
% of All Funds
16.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
98
Increased
203
Reduced
260
Closed
58
Calls
$27.7M
Puts
$39.1M
Net Calls
-$11.4M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$13M +$12.4M +117,414 New
PI
127
PGGM Investments
Netherlands
$13M -$503K -4,761 -4%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$12.9M +$519K +4,912 +4%
Cohen & Steers
129
Cohen & Steers
New York
$12.4M +$7.29K +69 +0.1%
HCM
130
Herndon Capital Management
Georgia
$12.4M -$21.7M -205,150 -65%
Aviva
131
Aviva
United Kingdom
$11.7M +$693K +6,563 +7%
Truist Financial
132
Truist Financial
North Carolina
$11.5M -$405K -3,835 -4%
US Bancorp
133
US Bancorp
Minnesota
$11.4M -$3.42M -32,411 -24%
WG
134
Winton Group
United Kingdom
$11.3M -$134K -1,269 -1%
ACI
135
AMP Capital Investors
Australia
$11M +$393K +3,723 +4%
FWCM
136
Ferguson Wellman Capital Management
Oregon
$11M +$31.2K +295 +0.3%
CS
137
Candriam SCA
Luxembourg
$11M +$80.8K +765 +0.8%
ECA
138
Endeavour Capital Advisors
Connecticut
$11M +$5.18M +49,087 +99%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$10.5M -$465K -4,400 -4%
MAM
140
Martingale Asset Management
Massachusetts
$10.4M +$5.7M +53,975 +136%
CCMH
141
Cornerstone Capital Management Holdings
New York
$10.3M -$3.09M -29,235 -24%
Barclays
142
Barclays
United Kingdom
$9.94M +$455K +4,312 +5%
DIA
143
Dana Investment Advisors
Wisconsin
$9.81M -$21.8M -206,421 -70%
TU
144
TDAM USA
Ontario, Canada
$9.54M -$873K -8,267 -9%
CCM
145
Copeland Capital Management
Pennsylvania
$9.51M +$52.4K +496 +0.6%
GT
146
Glenview Trust
Kentucky
$9.44M +$8.99M +85,122 New
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.32M +$533K +5,050 +8%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$9.23M -$623K -5,900 -7%
Comerica Bank
149
Comerica Bank
Texas
$9.03M +$854K +8,088 +12%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$9.03M -$393K -3,721 -4%

AMP Hedge Fund Activity: Q4 2016 in Review

663 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2016, worth a combined $14.8B — up 11% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new AMP positions and 58 closed out — a net gain of 40 holders — while 203 added to existing stakes and 260 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $124M. The largest seller was T. Rowe Price Associates, cutting an estimated $372M.

  • 663 institutional investors held Ameriprise Financial (AMP) as of Q4 2016, up from 631 in Q3 2016.
  • Funds reported $14.8B of Ameriprise Financial stock for Q4 2016, up 11% quarter-over-quarter.
  • 98 funds opened new Ameriprise Financial positions in Q4 2016 and 58 closed out, a net change of +40 holders.
  • The largest Ameriprise Financial buyer in Q4 2016 was TIAA CREF Investment Management, an estimated $124M added.
  • The largest Ameriprise Financial seller in Q4 2016 was T. Rowe Price Associates, an estimated $372M sold.

Based on aggregated 13F filings for Q4 2016.