Ameriprise Financial
613 hedge funds and large institutions have $13.7B invested in Ameriprise Financial in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 228 increasing their positions, 240 reducing their positions, and 81 closing their positions.
62% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $16.8M
1.7% more ownership
Funds ownership: 84.6% → 86.3% (+1.7%)
5% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 240
6% less funds holding
Funds holding: 654 → 613 (-41)
13% less capital invested
Capital invested by funds: $15.7B → $13.7B (-$2.05B)
38% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 81
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$460M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$222M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$120M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$93.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$230M |
| 2 |
JP Morgan Chase
New York
|
-$217M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$173M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$136M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.1M |
AMP Hedge Fund Activity: Q1 2016 in Review
613 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2016, worth a combined $13.7B — down 13% from $15.7B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of AMP and 50 opened new positions — a net loss of 31 holders — while 240 trimmed existing stakes and 228 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $460M. The largest seller was Institutional Capital, cutting an estimated $230M.
- 613 institutional investors held Ameriprise Financial (AMP) as of Q1 2016, down from 654 in Q4 2015.
- Funds reported $13.7B of Ameriprise Financial stock for Q1 2016, down 13% quarter-over-quarter.
- 50 funds opened new Ameriprise Financial positions in Q1 2016 and 81 closed out, a net change of -31 holders.
- The largest Ameriprise Financial buyer in Q1 2016 was T. Rowe Price Associates, an estimated $460M added.
- The largest Ameriprise Financial seller in Q1 2016 was Institutional Capital, an estimated $230M sold.
Based on aggregated 13F filings for Q1 2016.