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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
ERSOT
251
Employees Retirement System of Texas
Texas
$4.06M -$78.3K -700 -2%
TWI
252
Thomas White International
Illinois
$4.05M +$2.01K +18 +0.1%
LP
253
LMR Partners
United Kingdom
$4.01M +$3.74M +33,445 New
AAF
254
Andra AP-fonden
Sweden
$4.01M -$6.51M -58,200 -64%
WA
255
Wasatch Advisors
Utah
$4M
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$3.97M -$249K -2,227 -6%
URS
257
Utah Retirement Systems
Utah
$3.95M -$369K -3,300 -9%
Calamos Advisors
258
Calamos Advisors
Illinois
$3.88M +$257K +2,300 +8%
FCI
259
Financial Counselors Inc
Kansas
$3.86M -$971K -8,678 -21%
KAM
260
Keeley Asset Management
Illinois
$3.86M -$11.2K -100 -0.3%
CCMG
261
Clark Capital Management Group
Pennsylvania
$3.82M -$2.48M -22,153 -41%
OTPPB
262
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.74M +$55.7K +498 +2%
ECA
263
Endeavour Capital Advisors
Connecticut
$3.61M
AF
264
Ally Financial
Michigan
$3.6M +$559K +5,000 +20%
KeyBank National Association
265
KeyBank National Association
Ohio
$3.57M -$196K -1,752 -6%
WMC
266
Westwood Management Corporation
Illinois
$3.55M
ST
267
Semper Trust
Pennsylvania
$3.52M -$88.9K -795 -3%
GI
268
GAMCO Investors
Connecticut
$3.45M -$18.3K -164 -0.6%
LS
269
Livforsakringsbolaget Skandia
Sweden
$3.41M
SFP
270
Santa Fe Partners
New Mexico
$3.34M -$537K -4,798 -15%
FWIA
271
Fort Washington Investment Advisors
Ohio
$3.34M +$376K +3,363 +14%
SAM
272
Shell Asset Management
Netherlands
$3.25M -$725K -6,480 -19%
RFC
273
Regions Financial Corp
Alabama
$3.25M -$35.9K -321 -1%
CBB
274
Citizens Business Bank
California
$3.24M -$26.7K -239 -0.9%
1IC
275
1919 Investment Counsel
Maryland
$3.16M -$58.7K -525 -2%

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.