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Ameriprise Financial

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: 910 (+1)

4% more funds holding

Funds holding: 506524 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LMGAM
301
Liberty Mutual Group Asset Management
Massachusetts
$1.09M +$203K +2,304 +24%
CAM
302
Carret Asset Management
New York
$1.06M -$2.21K -25 -0.2%
DA
303
Denali Advisors
California
$1.06M
Mackenzie Financial
304
Mackenzie Financial
Ontario, Canada
$1.04M -$92.4K -1,046 -8%
BCMO
305
Buckingham Capital Management (Ohio)
Ohio
$996K -$15K -170 -2%
LMF
306
LMR Master Fund
Cayman Islands
$951K -$3.16M -35,813 -77%
CPIM
307
Columbia Partners Investment Management
Virginia
$939K -$17.4K -197 -2%
QIM
308
Quantitative Investment Management
Virginia
$883K +$592K +6,700 +223%
DC
309
Davenport & Co
Virginia
$882K +$8.21K +93 +1%
OA
310
OFI Advisors
Pennsylvania
$866K -$69.5K -787 -8%
SIM
311
Sentry Investment Management
Wisconsin
$865K +$265K +3,000 +46%
CNB
312
City National Bank
California
$862K -$1.58M -17,945 -65%
WMC
313
Westwood Management Corporation
Illinois
$858K
Daiwa Securities Group
314
Daiwa Securities Group
Japan
$852K -$106K -1,200 -11%
Envestnet Asset Management
315
Envestnet Asset Management
Illinois
$848K +$52.3K +592 +7%
RC
316
RegentAtlantic Capital
New Jersey
$844K -$12.8K -145 -2%
Mirae Asset Global Investments
317
Mirae Asset Global Investments
South Korea
$828K -$23.9K -271 -3%
LPT
318
Legacy Private Trust
Wisconsin
$795K +$315K +3,565 +69%
JG
319
Jefferies Group
New York
$794K -$455K -5,157 -37%
AIM
320
abrdn Investment Management
United Kingdom
$774K -$19.9K -225 -3%
CI
321
Conning Inc
Connecticut
$770K -$7.07K -80 -0.9%
PMAM
322
Picton Mahoney Asset Management
Ontario, Canada
$738K +$715K +8,100 New
AA
323
Ancora Advisors
Ohio
$729K
Commonwealth Equity Services
324
Commonwealth Equity Services
Massachusetts
$725K +$53.3K +604 +8%
MIU
325
Man Investments (UK)
United Kingdom
$709K -$794K -8,988 -54%

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.