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Ameriprise Financial

580 hedge funds and large institutions have $19.5B invested in Ameriprise Financial in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 165 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 33

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

23% more capital invested

Capital invested by funds: $15.8B → $19.5B (+$3.66B)

16% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $30.7M

11% more funds holding

Funds holding: 524580 (+56)

0.96% less ownership

Funds ownership: 88.21%87.25% (-0.96%)

31% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 239

Holders
580
Holders Change
+56
Holders Change %
+10.69%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
91
Increased
165
Reduced
239
Closed
33
Calls
$35.6M
Puts
$30.7M
Net Calls
+$4.96M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
351
Reynolds Capital Management
Nevada
$794K +$62K +600 +10%
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$793K -$16.5K -160 -2%
MERSOM
353
Municipal Employees' Retirement System of Michigan
Michigan
$782K
HighTower Advisors
354
HighTower Advisors
Illinois
$772K +$29.2K +283 +4%
DA
355
Denali Advisors
California
$771K -$506K -4,900 -42%
GG
356
Gofen & Glossberg
Illinois
$769K
PMAM
357
Picton Mahoney Asset Management
Ontario, Canada
$748K -$165K -1,600 -20%
PA
358
Profund Advisors
Maryland
$745K +$33.9K +328 +5%
EWM
359
Evercore Wealth Management
New York
$735K -$78.9K -764 -11%
AWS
360
Aris Wealth Services
Pennsylvania
$734K -$13.7K -133 -2%
RIM
361
Regent Investment Management
Kentucky
$732K
DL
362
Delta Lloyd
Netherlands
$721K +$110K +1,065 +20%
Neuberger Berman Group
363
Neuberger Berman Group
New York
$718K +$142K +1,374 +28%
BOH
364
Bank of Hawaii
Hawaii
$712K +$639K +6,185 New
ECM
365
Everence Capital Management
Indiana
$710K +$637K +6,167 New
ACP
366
Aviance Capital Partners
Florida
$690K
V
367
Veritable
Delaware
$685K -$31K -300 -5%
WT
368
Wilmington Trust
Delaware
$684K +$10.6K +103 +2%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$681K +$611K +5,918 New
GA
370
Glenhill Advisors
New York
$670K -$5.16M -49,952 -90%
FA
371
FDx Advisors
Illinois
$669K -$80.1K -776 -12%
WMSA
372
Weiss Multi-Strategy Advisers
New York
$657K +$590K +5,710 New
CC
373
Capital Counsel
New York
$656K
TAM
374
Tocqueville Asset Management
New York
$654K +$263K +2,550 +81%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$640K +$20.2K +196 +4%

AMP Hedge Fund Activity: Q4 2013 in Review

580 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2013, worth a combined $19.5B — up 23% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMP positions and 33 closed out — a net gain of 58 holders — while 165 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Norges Bank, cutting an estimated $170M.

  • 580 institutional investors held Ameriprise Financial (AMP) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $19.5B of Ameriprise Financial stock for Q4 2013, up 23% quarter-over-quarter.
  • 91 funds opened new Ameriprise Financial positions in Q4 2013 and 33 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q4 2013 was Goldman Sachs, an estimated $68.4M added.
  • The largest Ameriprise Financial seller in Q4 2013 was Norges Bank, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.