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Ameriprise Financial

613 hedge funds and large institutions have $16.8B invested in Ameriprise Financial in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 219 increasing their positions, 236 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $12.1M

0.93% less ownership

Funds ownership: 87.64%86.71% (-0.93%)

7% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 236

8% less funds holding

Funds holding: 665613 (-52)

15% less capital invested

Capital invested by funds: $19.8B → $16.8B (-$2.98B)

50% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 94

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
613
Holders Change
-52
Holders Change %
-7.82%
% of All Funds
17.11%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.17%
New
47
Increased
219
Reduced
236
Closed
94
Calls
$24.2M
Puts
$12.1M
Net Calls
+$12.1M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$7.75M +$6.99M +59,222 +502%
WA
177
Wasatch Advisors
Utah
$7.61M
SW
178
SVB Wealth
Massachusetts
$7.35M -$1.08M -9,125 -12%
KFC
179
Klingenstein Fields & Co
New York
$7.34M
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$7.13M -$684K -5,800 -8%
Asset Management One
181
Asset Management One
Japan
$7.08M +$425K +3,600 +6%
ProShare Advisors
182
ProShare Advisors
Maryland
$7.04M +$260K +2,201 +4%
SOMRS
183
State of Michigan Retirement System
Michigan
$7.03M -$696K -5,900 -8%
Victory Capital Management
184
Victory Capital Management
Texas
$6.97M -$696K -5,903 -8%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$6.95M +$7.52M +63,716 New
TPSF
186
Texas Permanent School Fund
Texas
$6.93M -$293K -2,484 -4%
M&T Bank
187
M&T Bank
New York
$6.93M +$530K +4,494 +8%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.66M -$1.2M -10,200 -14%
LBC
189
Lowe Brockenbrough & Co
Virginia
$5.93M -$35.7K -303 -0.6%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$5.93M -$26K -220 -0.4%
Ameriprise
191
Ameriprise
Minnesota
$5.83M +$220K +1,867 +4%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$5.8M +$189K +1,605 +3%
VAM
193
Visium Asset Management
New York
$5.75M -$2.93M -24,853 -32%
KKRC
194
Kohlberg Kravis Roberts & Co
New York
$5.54M
PAM
195
Paradigm Asset Management
New York
$5.53M +$76.7K +650 +1%
ECA
196
Endeavour Capital Advisors
Connecticut
$5.42M
First Trust Advisors
197
First Trust Advisors
Illinois
$5.39M -$1.65M -14,025 -22%
ASRS
198
Arizona State Retirement System
Arizona
$5.32M +$5.75M +48,776 New
FHA
199
First Horizon Advisors
Tennessee
$5.3M +$383K +3,250 +7%
Connor, Clark & Lunn Investment Management (CC&L)
200
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.21M +$4.93M +41,800 +708%

AMP Hedge Fund Activity: Q3 2015 in Review

613 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2015, worth a combined $16.8B — down 15% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AMP and 47 opened new positions — a net loss of 47 holders — while 236 trimmed existing stakes and 219 added.

The largest buyer was Norges Bank, adding an estimated $592M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 613 institutional investors held Ameriprise Financial (AMP) as of Q3 2015, down from 665 in Q2 2015.
  • Funds reported $16.8B of Ameriprise Financial stock for Q3 2015, down 15% quarter-over-quarter.
  • 47 funds opened new Ameriprise Financial positions in Q3 2015 and 94 closed out, a net change of -47 holders.
  • The largest Ameriprise Financial buyer in Q3 2015 was Norges Bank, an estimated $592M added.
  • The largest Ameriprise Financial seller in Q3 2015 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2015.