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Ameriprise Financial

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663678 (+15)

1.36% more ownership

Funds ownership: 84.23%85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
151
Foundry Partners
Minnesota
$9.5M -$221K -1,789 -2%
Macquarie Group
152
Macquarie Group
Australia
$9.35M -$564K -4,558 -6%
SAM
153
Sompo Asset Management
Japan
$9.18M -$582K -4,700 -6%
AIG
154
American International Group
New York
$9.1M -$210K -1,699 -2%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$8.97M +$859K +6,938 +11%
UCFA
156
United Capital Financial Advisors
Texas
$8.78M +$14.2K +115 +0.2%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$8.75M -$337K -2,725 -4%
KFC
158
Klingenstein Fields & Co
New York
$8.72M
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$8.36M -$446K -3,600 -5%
Truist Financial
160
Truist Financial
North Carolina
$8.26M -$4.98M -40,260 -39%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$7.86M +$4.04M +32,661 +117%
BTS
162
BB&T Securities
Virginia
$7.53M -$776K -6,268 -10%
BFA
163
Bragg Financial Advisors
North Carolina
$7.44M +$123K +995 +2%
FHA
164
First Horizon Advisors
Tennessee
$7.34M -$41.5K -335 -0.6%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$7.25M +$1.74M +14,089 +34%
BF
166
BOK Financial
Oklahoma
$7.08M +$386K +3,119 +6%
MAM
167
Martingale Asset Management
Massachusetts
$6.76M -$5.15M -41,625 -44%
ASRS
168
Arizona State Retirement System
Arizona
$6.66M -$136K -1,100 -2%
SOMRS
169
State of Michigan Retirement System
Michigan
$6.56M -$136K -1,100 -2%
GIBU
170
Gulf International Bank (UK)
United Kingdom
$6.53M -$74.3K -600 -1%
FCM
171
Flinton Capital Management
Pennsylvania
$6.41M +$210K +1,700 +4%
LBC
172
Lowe Brockenbrough & Co
Virginia
$6.36M -$196K -1,587 -3%
HCMT
173
Highland Capital Management (Tennessee)
Tennessee
$6.32M -$32.2K -260 -0.5%
RBA
174
Richard Bernstein Advisors
New York
$6.21M
KeyBank National Association
175
KeyBank National Association
Ohio
$6.01M +$4.3M +34,766 +301%

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.