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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
SF
401
Synovus Financial
Georgia
$302K -$10.6K -120 -3%
OMCS
402
Old Mutual Customised Solutions
South Africa
$301K
HCM
403
Howland Capital Management
Massachusetts
$293K +$285K +3,222 New
DADC
404
D.A. Davidson & Co
Montana
$291K -$3.89K -44 -1%
HIM
405
Hillsdale Investment Management
Ontario, Canada
$291K
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$291K +$10.8K +122 +4%
PSUF
407
People's United Financial
Connecticut
$291K +$26.5K +300 +10%
DTL
408
Dynamic Technology Lab
Singapore
$291K +$283K +3,200 New
Creative Planning
409
Creative Planning
Kansas
$287K +$49.7K +563 +22%
TAM
410
Tocqueville Asset Management
New York
$285K +$277K +3,134 New
ALA
411
Atherton Lane Advisers
California
$283K +$9.36K +106 +4%
WTNA
412
Wilmington Trust National Association
Delaware
$274K +$265K +3,005 New
FQ
413
First Quadrant
California
$273K
Luther King Capital Management (LKCM)
414
Luther King Capital Management (LKCM)
Texas
$271K +$2.65K +30 +1%
PIM
415
Penobscot Investment Management
Massachusetts
$270K
PAM
416
Private Asset Management
California
$263K -$44.2K -500 -15%
Truist Financial
417
Truist Financial
North Carolina
$263K +$13.5K +153 +6%
PFS
418
Penseco Financial Services
Pennsylvania
$262K -$90.5K -1,025 -26%
OA
419
Oxbow Advisors
Texas
$262K +$22.1K +250 +10%
AHS
420
Aspiriant Holdings S3
California
$260K -$84.8K -960 -25%
BBA
421
BLB&B Advisors
Pennsylvania
$257K
Bank of Nova Scotia
422
Bank of Nova Scotia
Ontario, Canada
$255K -$35.3K -400 -12%
ZCM
423
Zebra Capital Management
Connecticut
$253K +$12.1K +137 +5%
SF
424
Sarofim Fayez
Texas
$253K +$246K +2,788 New
CONA
425
Capital One National Association
New York
$252K

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.