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Ameriprise Financial

678 hedge funds and large institutions have $17.1B invested in Ameriprise Financial in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 205 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

36% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.3B)

2% more funds holding

Funds holding: 663678 (+15)

1.36% more ownership

Funds ownership: 84.23%85.59% (+1.4%)

23% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 265

46% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $53.1M

Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
16.88%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.22%
New
90
Increased
205
Reduced
265
Closed
66
Calls
$28.8M
Puts
$53.1M
Net Calls
-$24.4M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$30M +242,577 +2%
BlackRock
2
BlackRock
New York
$1.38B +$1.24B +10,052,130 +1,709%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.28B -$216M -1,741,429 -15%
Norges Bank
4
Norges Bank
Norway
$1.08B -$151M -1,222,450 -13%
State Street
5
State Street
Massachusetts
$950M -$137M -1,110,054 -13%
JP Morgan Chase
6
JP Morgan Chase
New York
$770M +$307M +2,481,827 +72%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$507M +$171M +1,380,098 +55%
UBS Group
8
UBS Group
Switzerland
$346M +$8.65M +69,871 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$340M -$15.6M -125,800 -5%
Aristotle Capital Management
10
Aristotle Capital Management
California
$306M +$792K +6,399 +0.3%
TCIM
11
TIAA CREF Investment Management
New York
$292M -$105M -845,843 -27%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$281M -$80.3M -648,990 -23%
Wells Fargo
13
Wells Fargo
California
$273M +$37.7M +304,377 +17%
Northern Trust
14
Northern Trust
Illinois
$261M -$8.79M -71,036 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$250M +$8.56M +69,186 +4%
Goldman Sachs
16
Goldman Sachs
New York
$230M -$75.2M -607,377 -26%
LAM
17
Lyrical Asset Management
New York
$222M +$12.2M +98,471 +6%
American Century Companies
18
American Century Companies
Missouri
$203M +$34.5M +278,600 +22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$197M +$13M +105,015 +7%
Brown Advisory
20
Brown Advisory
Maryland
$165M -$3.8M -30,701 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$161M -$68M -549,231 -31%
NI
22
Numeric Investors
Massachusetts
$147M +$32.5M +263,000 +30%
EIP
23
Epoch Investment Partners
New York
$136M -$9.17M -74,121 -7%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$127M +$14.4M +116,743 +14%
Bank of America
25
Bank of America
North Carolina
$127M +$12M +97,159 +11%

AMP Hedge Fund Activity: Q1 2017 in Review

678 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2017, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AMP positions and 66 closed out — a net gain of 24 holders — while 205 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was T. Rowe Price Associates, cutting an estimated $216M.

  • 678 institutional investors held Ameriprise Financial (AMP) as of Q1 2017, up from 663 in Q4 2016.
  • Funds reported $17.1B of Ameriprise Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 90 funds opened new Ameriprise Financial positions in Q1 2017 and 66 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Ameriprise Financial seller in Q1 2017 was T. Rowe Price Associates, an estimated $216M sold.

Based on aggregated 13F filings for Q1 2017.