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Ameriprise Financial
AMP

653 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 177 increasing their positions, 279 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $11.4M

112% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 41

7% more funds holding

Funds holding: 613 → 653 (+40)

2.1% less ownership

Funds ownership: 86.71% → 84.61% (-2.1%)

6% less capital invested

Capital invested by funds: $16.8B → $15.8B (-$959M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

37% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 279

Holders
653
Holders Change
+40
Holders Change %
+6.53%
% of All Funds
17.13%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
87
Increased
177
Reduced
279
Closed
41
Calls
$27.3M
Puts
$11.4M
Net Calls
+$15.9M
Net Calls Change
+$3.75M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
2
Norges Bank
Norges Bank
Norway
+$105M
3
Millennium Management
Millennium Management
New York
+$66.9M
4
Brown Advisory
Brown Advisory
Maryland
+$56.2M
5
Morgan Stanley
Morgan Stanley
New York
+$36.6M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$210M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$174M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$70.8M
5
VFA
Virtus Fund Advisers
Connecticut
-$69.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.07B +$315M +2,822,483 +39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.06B +$9.88M +88,449 +0.9%
Norges Bank
3
Norges Bank
Norway
$843M +$105M +935,500 +13%
State Street
4
State Street
Massachusetts
$773M -$1.07M -9,589 -0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$736M -$60.7M -543,063 -7%
BIT
6
BlackRock Institutional Trust
California
$633M -$9.75M -87,264 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$559M -$6.22M -55,677 -1%
IC
8
Institutional Capital
Illinois
$369M -$29.2M -261,198 -7%
BFA
9
BlackRock Fund Advisors
California
$308M +$5.21M +46,622 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$293M -$127M -1,136,029 -29%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$292M +$2.47M +22,121 +0.8%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$291M -$1.79M -16,014 -0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$270M -$22.3M -199,607 -7%
Allianz Asset Management
14
Allianz Asset Management
Germany
$265M -$70.8M -633,747 -20%
LSV Asset Management
15
LSV Asset Management
Illinois
$259M -$2.82M -25,200 -1%
Northern Trust
16
Northern Trust
Illinois
$247M -$20.8M -186,535 -7%
ACM
17
Americafirst Capital Management
California
$246M +$258K +2,310 New
Deutsche Bank
18
Deutsche Bank
Germany
$244M +$10.7M +95,981 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$215M -$25.6M -228,887 -10%
BG
20
BlackRock Group
United Kingdom
$212M -$4.62M -41,344 -2%
UBS Group
21
UBS Group
Switzerland
$198M +$13.5M +120,717 +7%
Goldman Sachs
22
Goldman Sachs
New York
$198M -$38.6M -344,982 -16%
TCIM
23
TIAA CREF Investment Management
New York
$179M -$13.4M -119,903 -7%
VFA
24
Virtus Fund Advisers
Connecticut
$162M -$69.4M -620,728 -29%
TG
25
TCW Group
California
$147M -$15M -134,554 -9%
1
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AMP Hedge Fund Activity: Q4 2015 in Review

653 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2015, worth a combined $15.8B — down 5.7% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AMP positions and 41 closed out — a net gain of 46 holders — while 177 added to existing stakes and 279 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $315M. The largest seller was Epoch Investment Partners, cutting an estimated $210M.

  • 653 institutional investors held Ameriprise Financial (AMP) as of Q4 2015, up from 613 in Q3 2015.
  • Funds reported $15.8B of Ameriprise Financial stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 87 funds opened new Ameriprise Financial positions in Q4 2015 and 41 closed out, a net change of +46 holders.
  • The largest Ameriprise Financial buyer in Q4 2015 was T. Rowe Price Associates, an estimated $315M added.
  • The largest Ameriprise Financial seller in Q4 2015 was Epoch Investment Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2015.