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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
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$2.34M -$63.3K -566 -3%
CFB
302
Cullen/Frost Bankers
Texas
$2.29M -$19K -170 -0.9%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$2.26M -$219K -1,958 -9%
MYLI
304
Meiji Yasuda Life Insurance
Japan
$2.23M -$76K -679 -4%
CCM
305
Coldstream Capital Management
Washington
$2.19M -$108K -967 -5%
FMC
306
First Merchants Corp
Indiana
$2.17M +$335K +2,995 +20%
GIM
307
Gyrus Investment Management
Ontario, Canada
$2.16M -$833K -7,450 -29%
BACM
308
Blue Arrow Capital Management
New York
$2.15M +$2.01M +17,944 New
SAM
309
Securian Asset Management
Minnesota
$2.04M
FAM
310
Fred Alger Management
New York
$1.94M -$27.7K -248 -2%
MFS
311
Monetta Financial Services
Illinois
$1.92M
CAM
312
Capstone Asset Management
Texas
$1.92M -$406K -3,628 -19%
BP
313
Banyan Partners
Florida
$1.91M -$126K -1,130 -7%
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$24.2K -216 -1%
TI
315
Turner Investments
Pennsylvania
$1.85M +$498K +4,450 +41%
NLI
316
Nippon Life Insurance
Japan
$1.84M -$631K -5,640 -27%
OAC
317
OMERS Administration Corp
Ontario, Canada
$1.81M +$783K +7,000 +86%
CC
318
ClearArc Capital
Ohio
$1.81M -$111K -988 -6%
NJBEST
319
New Jersey Better Educational Savings Trust
New Jersey
$1.8M -$559K -5,000 -25%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$1.79M -$22.4K -200 -1%
PDN
321
Pensionfund DSM Netherlands
Netherlands
$1.76M
QI
322
QS Investors
New York
$1.76M +$1.08M +9,692 +194%
WTNA
323
Wilmington Trust National Association
Delaware
$1.7M +$407K +3,642 +35%
PI
324
Placemark Investments
Illinois
$1.68M +$527K +4,709 +50%
TMAM
325
Tokio Marine Asset Management
Japan
$1.62M -$232K -2,071 -13%

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.