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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
CC
351
Capital Counsel
New York
$519K
Rafferty Asset Management
352
Rafferty Asset Management
New York
$516K -$257K -2,909 -34%
CBB
353
Citizens Business Bank
California
$505K +$491K +5,554 New
CIBC World Market
354
CIBC World Market
Ontario, Canada
$489K +$21.3K +241 +5%
ClearBridge Investments
355
ClearBridge Investments
New York
$486K
SO
356
STRS Ohio
Ohio
$481K -$1.1M -12,486 -70%
WFM
357
Wilmington Funds Management
Delaware
$477K
DL
358
Delta Lloyd
Netherlands
$474K
MIM
359
Marco Investment Management
Georgia
$467K
PAM
360
PartnerRe Asset Management
Connecticut
$459K -$68.2K -772 -13%
JIC
361
Johnson Investment Counsel
Ohio
$458K
HMS
362
Hanseatic Management Services
New Mexico
$453K
AI
363
Atria Investments
North Carolina
$453K +$10.9K +123 +3%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$446K
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$445K +$432K +4,888 New
Neuberger Berman Group
366
Neuberger Berman Group
New York
$443K -$229K -2,590 -35%
FMLI
367
Fukoku Mutual Life Insurance
Japan
$432K
PCM
368
Perritt Capital Management
Illinois
$426K -$5.03K -57 -1%
WTIM
369
Wilmington Trust Investment Management
Delaware
$421K
Twin Tree Management
370
Twin Tree Management
Texas
$421K +$408K +4,623 New
DIA
371
Dean Investment Associates
Ohio
$417K +$795 +9 +0.2%
DFIM
372
Detwiler Fenton Investment Management
Massachusetts
$408K +$88 +1 +0%
LTFS
373
Ladenburg Thalmann Financial Services
Florida
$407K +$15K +170 +4%
RIL
374
Rothschild Investment LLC
Illinois
$406K
MCM
375
MAI Capital Management
Ohio
$396K -$61.8K -700 -14%

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.