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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
ACI
151
AMP Capital Investors
Australia
$6.44M -$1.41M -14,590 -17%
UCFA
152
United Capital Financial Advisors
Texas
$6.3M +$66.4K +687 +1%
DCM
153
Decatur Capital Management
Georgia
$6.3M +$6.78M +70,150 New
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$6.1M -$14.6M -151,622 -69%
CCM
155
Cadence Capital Management
Massachusetts
$6.08M +$2.36M +24,400 +56%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$6.05M +$206K +2,130 +3%
KFC
157
Klingenstein Fields & Co
New York
$6.04M +$181K +1,875 +3%
QT
158
Quantbot Technologies
New York
$6.04M +$6.5M +67,276 New
SW
159
SVB Wealth
Massachusetts
$5.93M +$351K +3,631 +6%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$5.91M +$917K +9,487 +17%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.87M +$228K +2,364 +4%
MAM
162
Martingale Asset Management
Massachusetts
$5.74M +$6.17M +63,870 New
Connor, Clark & Lunn Investment Management (CC&L)
163
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.47M +$3.03M +31,400 +106%
ASRS
164
Arizona State Retirement System
Arizona
$5.23M +$1.2M +12,400 +27%
M&T Bank
165
M&T Bank
New York
$5.2M -$784K -8,110 -12%
SOMRS
166
State of Michigan Retirement System
Michigan
$5.18M -$48.3K -500 -0.9%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$5.17M -$378M -3,914,913 -99%
FHA
168
First Horizon Advisors
Tennessee
$5.09M -$81.8K -847 -1%
Jacobs Levy Equity Management
169
Jacobs Levy Equity Management
New Jersey
$4.95M +$5.32M +55,050 New
BFA
170
Bragg Financial Advisors
North Carolina
$4.91M +$484K +5,013 +10%
Ameriprise
171
Ameriprise
Minnesota
$4.85M +$381K +3,947 +8%
TPSF
172
Texas Permanent School Fund
Texas
$4.83M -$459K -4,749 -8%
CB
173
Commerce Bank
Missouri
$4.83M +$288K +2,986 +6%
IP
174
Interval Partners
New York
$4.78M +$617K +6,383 +14%
BCM
175
BTC Capital Management
Iowa
$4.71M +$80.7K +835 +2%

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.