Ameriprise Financial
AMP
594 hedge funds and large institutions have $18.5B invested in Ameriprise Financial in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 243 reducing their positions, and 40 closing their positions.
55% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 40
45% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $20.7M
2% more funds holding
Funds holding: 580 → 594 (+14)
0.14% more ownership
Funds ownership: 87.25% → 87.39% (+0.14%)
5% less capital invested
Capital invested by funds: $19.5B → $18.5B (-$975M)
23% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 243
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.4M |
| 2 |
Millennium Management
New York
|
+$80.5M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$65.9M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$58.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$344M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$211M |
| 3 |
O
OppenheimerFunds
New York
|
-$71M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$69.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$68.8M |
AMP Hedge Fund Activity: Q1 2014 in Review
594 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2014, worth a combined $18.5B — down 5% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AMP positions and 40 closed out — a net gain of 22 holders — while 186 added to existing stakes and 243 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $96.4M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $344M sold.
- 594 institutional investors held Ameriprise Financial (AMP) as of Q1 2014, up from 580 in Q4 2013.
- Funds reported $18.5B of Ameriprise Financial stock for Q1 2014, down 5% quarter-over-quarter.
- 62 funds opened new Ameriprise Financial positions in Q1 2014 and 40 closed out, a net change of +22 holders.
- The largest Ameriprise Financial buyer in Q1 2014 was Fidelity Investments, an estimated $96.4M added.
- The largest Ameriprise Financial seller in Q1 2014 was Davis Selected Advisers, an estimated $344M sold.
Based on aggregated 13F filings for Q1 2014.