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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
BC
376
Banced Corp
Illinois
$615K -$79.9K -774 -13%
ClearBridge Investments
377
ClearBridge Investments
New York
$614K
SO
378
STRS Ohio
Ohio
$607K
WFM
379
Wilmington Funds Management
Delaware
$603K
DFIM
380
Detwiler Fenton Investment Management
Massachusetts
$596K +$72.3K +700 +16%
MIM
381
Marco Investment Management
Georgia
$589K
AI
382
Atria Investments
North Carolina
$583K +$9.29K +90 +2%
AB
383
Amalgamated Bank
New York
$582K +$523K +5,062 New
GCC
384
Guardian Capital (Canada)
Ontario, Canada
$580K +$520K +5,037 New
HMS
385
Hanseatic Management Services
New Mexico
$572K
GCP
386
GSA Capital Partners
United Kingdom
$557K +$500K +4,839 New
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$557K
PAM
388
PartnerRe Asset Management
Connecticut
$539K -$37.2K -360 -7%
DIA
389
Dean Investment Associates
Ohio
$535K +$6.82K +66 +1%
WTIM
390
Wilmington Trust Investment Management
Delaware
$531K
PCM
391
Perritt Capital Management
Illinois
$529K -$8.26K -80 -2%
FMLI
392
Fukoku Mutual Life Insurance
Japan
$511K -$31K -300 -6%
Connor, Clark & Lunn Investment Management (CC&L)
393
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$505K +$427K +4,134 New
JMPWA
394
JP Morgan Private Wealth Advisors
California
$496K +$18.8K +182 +4%
LTFS
395
Ladenburg Thalmann Financial Services
Florida
$491K -$6.61K -64 -1%
RIL
396
Rothschild Investment LLC
Illinois
$489K -$20.7K -200 -4%
JIC
397
Johnson Investment Counsel
Ohio
$488K -$81.4K -788 -16%
Dodge & Cox
398
Dodge & Cox
California
$481K
AIP
399
Ameritas Investment Partners
Nebraska
$470K -$10.7K -104 -2%
GMIM
400
General Motors Investment Management
New York
$466K +$418K +4,047 New

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.