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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
GIP
401
Greatmark Investment Partners
Georgia
$465K
BJL
402
Brighton Jones LLC
Washington
$464K +$1.03K +10 +0.2%
SIP
403
Stoneridge Investment Partners
Pennsylvania
$460K -$3.1M -29,993 -88%
OAC
404
OMERS Administration Corp
Ontario, Canada
$460K -$2.7M -26,100 -87%
Rafferty Asset Management
405
Rafferty Asset Management
New York
$456K -$175K -1,698 -30%
BFS
406
Bradley Foster & Sargent
Connecticut
$455K +$15.2K +147 +4%
HNB
407
Huntington National Bank
Ohio
$453K +$9.61K +93 +2%
AP
408
Advisor Partners
California
$451K +$10K +97 +3%
ONB
409
Old National Bancorp
Indiana
$448K -$42.3K -410 -10%
BBHC
410
Brown Brothers Harriman & Co
New York
$439K -$2.58K -25 -0.7%
TSW
411
Thompson Siegel & Walmsley
Virginia
$434K -$232K -2,250 -37%
WFG
412
Windsor Financial Group
Minnesota
$426K
OMCS
413
Old Mutual Customised Solutions
South Africa
$426K +$41.3K +400 +12%
WTNA
414
Wilmington Trust National Association
Delaware
$424K +$70.3K +681 +23%
CIC
415
Chilton Investment Company
Connecticut
$420K +$377K +3,648 New
CI
416
Constellation Investments
Ohio
$412K +$20.7K +200 +6%
LIA
417
LS Investment Advisors
Michigan
$411K +$224K +2,167 +154%
RFS
418
Rockefeller Financial Services
New York
$408K
KFA
419
Kelleher Financial Advisors
New York
$407K +$366K +3,539 New
Creative Planning
420
Creative Planning
Kansas
$397K +$30.8K +298 +9%
WCM
421
Washington Capital Management
Washington
$396K -$19.5K -189 -5%
FNFDCM
422
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$394K
ALA
423
Atherton Lane Advisers
California
$387K +$26.2K +254 +8%
DADC
424
D.A. Davidson & Co
Montana
$384K +$14.4K +139 +4%
1GA
425
1st Global Advisors
Texas
$383K -$20.2K -196 -6%

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.