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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
FP
151
Foundry Partners
Minnesota
$7.82M +$416K +4,635 +6%
FPA
152
First Pacific Advisors
California
$7.63M +$240K +2,675 +3%
Macquarie Group
153
Macquarie Group
Australia
$7.62M -$6.72K -75 -0.1%
AIG
154
American International Group
New York
$7.35M -$141K -1,577 -2%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$7.03M +$133K +1,485 +2%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$6.95M +$517K +5,761 +8%
BTS
157
BB&T Securities
Virginia
$6.66M +$6.05M +67,504 +2,016%
UCFA
158
United Capital Financial Advisors
Texas
$6.52M +$387K +4,317 +7%
M&T Bank
159
M&T Bank
New York
$6.2M -$267K -2,979 -4%
KFC
160
Klingenstein Fields & Co
New York
$6.15M
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$6.13M +$53.8K +600 +0.9%
AII
162
AGF Investments Inc
Ontario, Canada
$6.09M -$16.9M -188,028 -74%
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$5.97M -$31.6K -352 -0.6%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.92M +$620K +6,915 +12%
SW
165
SVB Wealth
Massachusetts
$5.86M -$6.81K -76 -0.1%
TPSF
166
Texas Permanent School Fund
Texas
$5.5M -$295K -3,291 -5%
SOMRS
167
State of Michigan Retirement System
Michigan
$5.47M -$126K -1,400 -2%
FHA
168
First Horizon Advisors
Tennessee
$5.4M +$844K +9,413 +20%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$5.29M +$89.7K +1,000 +2%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$5.18M
ProShare Advisors
171
ProShare Advisors
Maryland
$5.02M -$1.15M -12,811 -19%
LBC
172
Lowe Brockenbrough & Co
Virginia
$4.98M -$27.3K -305 -0.6%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$4.98M -$2.42K -27 -0.1%
BCM
174
BTC Capital Management
Iowa
$4.83M +$341K +3,804 +8%
CB
175
Commerce Bank
Missouri
$4.77M +$1.82M +20,277 +66%

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.