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Ameriprise Financial
AMP

524 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $14.1B → $15.8B (+$1.75B)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

4% more funds holding

Funds holding: 506 → 524 (+18)

1.08% more ownership

Funds ownership: 87.13% → 88.21% (+1.1%)

3% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.8M

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

Holders
524
Holders Change
+18
Holders Change %
+3.56%
% of All Funds
16.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
56
Increased
157
Reduced
213
Closed
34
Calls
$23M
Puts
$23.8M
Net Calls
-$788K
Net Calls Change
-$6.33M

Top Buyers

1
O
OppenheimerFunds
New York
+$74.3M
2
EAM
Eagle Asset Management
Florida
+$65.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$43.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.2M
5
JHIU
Janus Henderson Investors US
Colorado
+$34.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$151M
2
JP Morgan Chase
JP Morgan Chase
New York
-$73.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$71.8M
4
AL
AJO LP
Pennsylvania
-$59.7M
5
Lazard Asset Management
Lazard Asset Management
New York
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
251
Endeavour Capital Advisors
Connecticut
$2.74M – – –
GI
252
GAMCO Investors
Connecticut
$2.71M -$8.83K -100 -0.3%
BUB
253
BBVA USA Bancshares
Texas
$2.69M +$315K +3,565 +14%
B
254
Barings
North Carolina
$2.63M -$468K -5,300 -16%
FWIA
255
Fort Washington Investment Advisors
Ohio
$2.62M +$817K +9,255 +47%
RFC
256
Regions Financial Corp
Alabama
$2.56M -$472K -5,345 -16%
1IC
257
1919 Investment Counsel
Maryland
$2.46M -$3.53K -40 -0.1%
Nomura Asset Management
258
Nomura Asset Management
Japan
$2.44M -$1.32M -14,987 -36%
CCMG
259
Clark Capital Management Group
Pennsylvania
$2.44M +$2.36M +26,759 New
OPERF
260
Oregon Public Employees Retirement Fund
Oregon
$2.34M -$1.24K -14 -0.1%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$2.31M -$87.6K -992 -4%
First Eagle Investment Management
262
First Eagle Investment Management
New York
$2.3M – – –
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.25M +$15.5K +175 +0.7%
GH
264
GAM Holding
Switzerland
$2.23M -$809K -9,156 -27%
SSI
265
Scott & Selber Inc
Texas
$2.22M +$2.15M +24,389 New
SMDAM
266
Sumitomo Mitsui DS Asset Management
Japan
$2.21M -$125K -1,418 -6%
MYLI
267
Meiji Yasuda Life Insurance
Japan
$2.15M -$111K -1,262 -5%
CM
268
Churchill Management
California
$2.12M +$201K +2,279 +11%
HFS
269
HL Financial Services
Kentucky
$2.12M +$202K +2,291 +11%
N
270
Nuveen
North Carolina
$2.06M +$493K +5,580 +33%
HIM
271
Hermes Investment Management
United Kingdom
$2.05M – – –
GIA
272
Gateway Investment Advisers
Ohio
$2.02M -$51.9K -588 -3%
Brown Advisory
273
Brown Advisory
Maryland
$1.99M +$1.26M +14,303 +189%
CCM
274
Coldstream Capital Management
Washington
$1.92M -$1.06K -12 -0.1%
NJBEST
275
New Jersey Better Educational Savings Trust
New Jersey
$1.82M – – –
9 10
11
12 13

AMP Hedge Fund Activity: Q3 2013 in Review

524 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2013, worth a combined $15.8B — up 12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMP positions and 34 closed out — a net gain of 22 holders — while 157 added to existing stakes and 213 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $74.3M. The largest seller was Norges Bank, cutting an estimated $151M.

  • 524 institutional investors held Ameriprise Financial (AMP) as of Q3 2013, up from 506 in Q2 2013.
  • Funds reported $15.8B of Ameriprise Financial stock for Q3 2013, up 12% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q3 2013 and 34 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q3 2013 was OppenheimerFunds, an estimated $74.3M added.
  • The largest Ameriprise Financial seller in Q3 2013 was Norges Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.