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Ameriprise Financial

631 hedge funds and large institutions have $13.3B invested in Ameriprise Financial in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 182 increasing their positions, 279 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $11.5M

18% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 44

5% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$661M)

0% more funds holding

Funds holding: 631631 (0)

0.71% less ownership

Funds ownership: 84.73%84.02% (-0.71%)

35% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 279

Holders
631
Holders Change
Holders Change %
0%
% of All Funds
16.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
182
Reduced
279
Closed
44
Calls
$21.4M
Puts
$11.5M
Net Calls
+$9.88M
Net Calls Change
+$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.51B -$22.1M -228,325 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.24B +$18.8M +194,171 +2%
Norges Bank
3
Norges Bank
Norway
$1.06B -$648K -6,690 -0.1%
State Street
4
State Street
Massachusetts
$793M +$120M +1,239,015 +18%
BIT
5
BlackRock Institutional Trust
California
$468M -$40.2M -414,478 -8%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$304M +$31.3M +322,853 +12%
BFA
7
BlackRock Fund Advisors
California
$278M +$9.52M +98,223 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$276M +$4.88M +50,400 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$256M -$7.25M -74,842 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$255M -$44.6M -460,149 -15%
UBS Group
11
UBS Group
Switzerland
$254M +$20M +206,849 +9%
Aristotle Capital Management
12
Aristotle Capital Management
California
$230M +$3.75M +38,688 +2%
Northern Trust
13
Northern Trust
Illinois
$213M -$3.44M -35,523 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$185M -$1.91M -19,728 -1%
Deutsche Bank
15
Deutsche Bank
Germany
$173M -$16.8M -173,150 -9%
Wells Fargo
16
Wells Fargo
California
$166M +$8.11M +83,748 +5%
BG
17
BlackRock Group
United Kingdom
$164M -$14.5M -149,708 -8%
Allianz Asset Management
18
Allianz Asset Management
Germany
$157M -$41M -423,074 -21%
LAM
19
Lyrical Asset Management
New York
$156M -$2.83M -29,202 -2%
American Century Companies
20
American Century Companies
Missouri
$145M +$29.8M +307,806 +27%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$137M +$2.69M +27,723 +2%
Goldman Sachs
22
Goldman Sachs
New York
$135M -$8.92M -92,013 -6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$135M -$27.2M -281,094 -17%
Brown Advisory
24
Brown Advisory
Maryland
$129M -$2.5M -25,844 -2%
EIP
25
Epoch Investment Partners
New York
$118M -$5.4M -55,729 -5%

AMP Hedge Fund Activity: Q3 2016 in Review

631 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2016, worth a combined $13.3B — up 5.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMP positions and 44 closed out — a net gain of 8 holders — while 182 added to existing stakes and 279 trimmed.

The largest buyer was State Street, adding an estimated $120M. The largest seller was Virtus Fund Advisers, cutting an estimated $112M.

  • 631 institutional investors held Ameriprise Financial (AMP) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $13.3B of Ameriprise Financial stock for Q3 2016, up 5.2% quarter-over-quarter.
  • 52 funds opened new Ameriprise Financial positions in Q3 2016 and 44 closed out, a net change of +8 holders.
  • The largest Ameriprise Financial buyer in Q3 2016 was State Street, an estimated $120M added.
  • The largest Ameriprise Financial seller in Q3 2016 was Virtus Fund Advisers, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2016.