Ameriprise Financial
679 hedge funds and large institutions have $21.1B invested in Ameriprise Financial in 2015 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 225 increasing their positions, 247 reducing their positions, and 40 closing their positions.
120% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 40
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
6% more funds holding
Funds holding: 639 → 679 (+40)
1.02% more ownership
Funds ownership: 87.85% → 88.87% (+1%)
1% less capital invested
Capital invested by funds: $21.4B → $21.1B (-$282M)
6% less call options, than puts
Call options by funds: $18.8M | Put options by funds: $20M
9% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 247
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$87.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$71.9M |
| 3 |
Millennium Management
New York
|
+$49.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$47.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$129M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$106M |
| 3 |
State Street
Boston,
Massachusetts
|
-$86M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$77.2M |
| 5 |
TG
TCW Group
Los Angeles,
California
|
-$67.4M |
AMP Hedge Fund Activity: Q1 2015 in Review
679 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2015, worth a combined $21.1B — down 1.3% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new AMP positions and 40 closed out — a net gain of 48 holders — while 225 added to existing stakes and 247 trimmed.
The largest buyer was AJO LP, adding an estimated $87.5M. The largest seller was Bank of New York Mellon, cutting an estimated $129M.
- 679 institutional investors held Ameriprise Financial (AMP) as of Q1 2015, up from 639 in Q4 2014.
- Funds reported $21.1B of Ameriprise Financial stock for Q1 2015, down 1.3% quarter-over-quarter.
- 88 funds opened new Ameriprise Financial positions in Q1 2015 and 40 closed out, a net change of +48 holders.
- The largest Ameriprise Financial buyer in Q1 2015 was AJO LP, an estimated $87.5M added.
- The largest Ameriprise Financial seller in Q1 2015 was Bank of New York Mellon, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2015.