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Ameriprise Financial

594 hedge funds and large institutions have $20B invested in Ameriprise Financial in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $15.9M

8% more capital invested

Capital invested by funds: $18.5B → $20B (+$1.48B)

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0.44% more ownership

Funds ownership: 87.39%87.83% (+0.44%)

0% more funds holding

Funds holding: 594594 (0)

11% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
594
Holders Change
Holders Change %
0%
% of All Funds
17.07%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
60
Increased
198
Reduced
223
Closed
56
Calls
$27.6M
Puts
$15.9M
Net Calls
+$11.7M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
226
Gerstein Fisher
New York
$5.28M +$5.93K +53 +0.1%
CMBA
227
C.M. Bidwell & Associates
Hawaii
$5.22M +$4.87M +43,505 New
PFC
228
Phocas Financial Corp
California
$5.22M +$4.86M +43,480 New
IG
229
ING Group
Netherlands
$5.21M +$290K +2,594 +6%
CIA
230
Choate Investment Advisors
Massachusetts
$5.18M +$41.9K +375 +0.9%
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$5.18M +$2.54M +22,669 +111%
SB
232
Suntrust Banks
Georgia
$5.15M -$132M -1,176,605 -96%
ICM
233
ICC Capital Management
Florida
$5.1M -$22.9K -205 -0.5%
Franklin Resources
234
Franklin Resources
California
$5.02M -$1.68K -15 -0%
PAM
235
Paradigm Asset Management
New York
$4.98M -$246K -2,200 -5%
FHA
236
First Horizon Advisors
Tennessee
$4.89M +$329K +2,937 +8%
Axa
237
Axa
France
$4.81M +$4.47K +40 +0.1%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$4.7M -$767K -6,859 -15%
First Manhattan
239
First Manhattan
New York
$4.62M -$23.5K -210 -0.5%
CIC
240
Chase Investment Counsel
Virginia
$4.58M +$1.17M +10,467 +38%
BAM
241
Boyar Asset Management
New York
$4.48M -$277K -2,474 -6%
BFA
242
Bragg Financial Advisors
North Carolina
$4.47M -$97.8K -874 -2%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$4.46M -$268K -2,400 -6%
MA
244
MUFG Americas
New York
$4.29M -$168K -1,505 -4%
RJA
245
Raymond James & Associates
Florida
$4.24M +$2.74M +24,462 +225%
CB
246
Commerce Bank
Missouri
$4.2M -$417K -3,731 -10%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.17M -$200K -1,792 -5%
PAIM
248
Punch & Associates Investment Management
Minnesota
$4.16M -$30.1K -269 -0.8%
MOACM
249
Mutual of America Capital Management
New York
$4.09M -$318K -2,840 -8%
BUB
250
BBVA USA Bancshares
Texas
$4.08M +$427K +3,817 +13%

AMP Hedge Fund Activity: Q2 2014 in Review

594 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2014, worth a combined $20B — up 8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMP positions and 56 closed out — a net gain of 4 holders — while 198 added to existing stakes and 223 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $275M sold.

  • 594 institutional investors held Ameriprise Financial (AMP) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $20B of Ameriprise Financial stock for Q2 2014, up 8% quarter-over-quarter.
  • 60 funds opened new Ameriprise Financial positions in Q2 2014 and 56 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q2 2014 was Fidelity Investments, an estimated $161M added.
  • The largest Ameriprise Financial seller in Q2 2014 was Ignis Investment Services, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2014.