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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B -$28.6M -242,397 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$814M +$12.4M +105,361 +1%
State Street
3
State Street
Massachusetts
$794M -$41.9M -355,182 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$789M +$128M +1,084,046 +18%
Norges Bank
5
Norges Bank
Norway
$762M +$592M +5,018,046 +255%
BIT
6
BlackRock Institutional Trust
California
$658M -$4.98M -42,245 -0.7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$579M -$24.4M -206,716 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$425M -$321M -2,720,664 -41%
IC
9
Institutional Capital
Illinois
$406M -$37.9M -321,171 -8%
Allianz Asset Management
10
Allianz Asset Management
Germany
$341M -$45.5M -385,749 -11%
BFA
11
BlackRock Fund Advisors
California
$311M +$12.3M +104,301 +4%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$301M +$3.1M +26,319 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$299M -$9.06M -76,814 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$297M -$5.46M -46,265 -2%
Northern Trust
15
Northern Trust
Illinois
$273M -$5.48M -46,475 -2%
LSV Asset Management
16
LSV Asset Management
Illinois
$269M -$2.58M -21,870 -0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$245M -$167M -1,412,024 -39%
Goldman Sachs
18
Goldman Sachs
New York
$240M +$6.8M +57,682 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$239M +$27.8M +235,813 +12%
VFA
20
Virtus Fund Advisers
Connecticut
$234M +$9.82M +83,209 +4%
EIP
21
Epoch Investment Partners
New York
$228M +$55.4M +469,666 +29%
BG
22
BlackRock Group
United Kingdom
$222M +$9.85M +83,490 +4%
TCIM
23
TIAA CREF Investment Management
New York
$197M -$2.24M -19,029 -1%
UBS Group
24
UBS Group
Switzerland
$190M +$27.8M +235,434 +16%
Viking Global Investors
25
Viking Global Investors
Connecticut
$174M -$2.17M -18,420 -1%

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.