We are live on ! Find out more
AMP icon

Ameriprise Financial

580 hedge funds and large institutions have $19.5B invested in Ameriprise Financial in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 165 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 33

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

23% more capital invested

Capital invested by funds: $15.8B → $19.5B (+$3.66B)

16% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $30.7M

11% more funds holding

Funds holding: 524580 (+56)

0.96% less ownership

Funds ownership: 88.21%87.25% (-0.96%)

31% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 239

Holders
580
Holders Change
+56
Holders Change %
+10.69%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
91
Increased
165
Reduced
239
Closed
33
Calls
$35.6M
Puts
$30.7M
Net Calls
+$4.96M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
226
Keeley Asset Management
Illinois
$4.56M -$140K -1,360 -3%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.47M -$895K -8,670 -18%
First Manhattan
228
First Manhattan
New York
$4.46M -$6.71K -65 -0.2%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$4.45M -$141K -1,369 -3%
BFA
230
Bragg Financial Advisors
North Carolina
$4.45M +$3.99M +38,677 New
SCM
231
Sterling Capital Management
North Carolina
$4.45M -$207K -2,009 -5%
MOACM
232
Mutual of America Capital Management
New York
$4.29M +$17.5K +169 +0.5%
CMBA
233
C.M. Bidwell & Associates
Hawaii
$4.28M +$3.84M +37,200 New
1832 Asset Management
234
1832 Asset Management
Ontario, Canada
$4.28M +$3.84M +37,147 New
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.27M -$338K -3,275 -8%
SAM
236
Symphony Asset Management
California
$4.2M -$135K -1,305 -3%
DIA
237
Dana Investment Advisors
Wisconsin
$4.14M +$602K +5,829 +19%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$4.13M -$487K -4,713 -11%
URS
239
Utah Retirement Systems
Utah
$4.13M
ACM
240
Advisors Capital Management
New Jersey
$4.12M +$122K +1,185 +3%
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$3.98M +$3.58M +34,629 New
FHA
242
First Horizon Advisors
Tennessee
$3.97M +$53K +513 +1%
PAM
243
Paradigm Asset Management
New York
$3.97M -$981K -9,500 -22%
TWI
244
Thomas White International
Illinois
$3.94M -$2.4M -23,230 -40%
SAM
245
Shell Asset Management
Netherlands
$3.88M -$1.53M -14,836 -31%
WA
246
Wasatch Advisors
Utah
$3.83M -$3.1M -30,000 -47%
KeyBank National Association
247
KeyBank National Association
Ohio
$3.82M -$124K -1,198 -3%
DCM
248
Dupont Capital Management
Delaware
$3.81M +$3.42M +33,114 New
MA
249
MUFG Americas
New York
$3.68M -$33.6K -325 -1%
KBC Group
250
KBC Group
Belgium
$3.67M -$218K -2,114 -6%

AMP Hedge Fund Activity: Q4 2013 in Review

580 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2013, worth a combined $19.5B — up 23% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMP positions and 33 closed out — a net gain of 58 holders — while 165 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Norges Bank, cutting an estimated $170M.

  • 580 institutional investors held Ameriprise Financial (AMP) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $19.5B of Ameriprise Financial stock for Q4 2013, up 23% quarter-over-quarter.
  • 91 funds opened new Ameriprise Financial positions in Q4 2013 and 33 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q4 2013 was Goldman Sachs, an estimated $68.4M added.
  • The largest Ameriprise Financial seller in Q4 2013 was Norges Bank, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.