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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
ONB
376
Old National Bancorp
Indiana
$392K -$126K -1,429 -25%
QI
377
QS Investors
New York
$392K -$79.5K -900 -17%
Dodge & Cox
378
Dodge & Cox
California
$381K
AIP
379
Ameritas Investment Partners
Nebraska
$381K +$370K +4,188 New
JMPWA
380
JP Morgan Private Wealth Advisors
California
$376K +$67.4K +763 +23%
GIP
381
Greatmark Investment Partners
Georgia
$368K
BJL
382
Brighton Jones LLC
Washington
$366K +$355K +4,019 New
AWCI
383
Alpine Woods Capital Investors
New York
$360K +$75.1K +850 +27%
BAM
384
Barrett Asset Management
New York
$353K
HNB
385
Huntington National Bank
Ohio
$350K -$38.1K -431 -10%
BBHC
386
Brown Brothers Harriman & Co
New York
$350K
AP
387
Advisor Partners
California
$349K +$7.77K +88 +2%
BFS
388
Bradley Foster & Sargent
Connecticut
$347K -$8.39K -95 -2%
Axa
389
Axa
France
$346K -$2.64M -29,933 -89%
WFG
390
Windsor Financial Group
Minnesota
$337K
IC
391
IKOS CIF
Cyprus
$336K -$42K -476 -11%
WCM
392
Washington Capital Management
Washington
$330K -$135K -1,525 -30%
TRCT
393
Tower Research Capital (TRC)
New York
$324K +$273K +3,096 +676%
RFS
394
Rockefeller Financial Services
New York
$323K
1GA
395
1st Global Advisors
Texas
$321K +$84.7K +959 +37%
FNFDCM
396
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$312K
SCM
397
Stux Capital Management
New York
$310K +$300K +3,400 New
CI
398
Constellation Investments
Ohio
$308K +$8.83K +100 +3%
SCA
399
SAC Capital Advisors
Connecticut
$304K +$295K +3,339 New
CTC
400
Central Trust Company
Missouri
$303K +$44.2K +500 +18%

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.