Ameriprise Financial
594 hedge funds and large institutions have $20B invested in Ameriprise Financial in 2014 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 56 closing their positions.
73% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $15.9M
8% more capital invested
Capital invested by funds: $18.5B → $20B (+$1.48B)
7% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 56
0.44% more ownership
Funds ownership: 87.39% → 87.83% (+0.44%)
0% more funds holding
Funds holding: 594 → 594 (0)
11% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 223
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$161M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
+$115M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$113M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$87.6M |
| 5 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIS
Ignis Investment Services
Edinburgh,
United Kingdom
|
-$275M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$132M |
| 3 |
Millennium Management
New York
|
-$104M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$64.7M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$60.6M |
AMP Hedge Fund Activity: Q2 2014 in Review
594 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2014, worth a combined $20B — up 8% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new AMP positions and 56 closed out — a net gain of 4 holders — while 198 added to existing stakes and 223 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $275M sold.
- 594 institutional investors held Ameriprise Financial (AMP) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $20B of Ameriprise Financial stock for Q2 2014, up 8% quarter-over-quarter.
- 60 funds opened new Ameriprise Financial positions in Q2 2014 and 56 closed out, a net change of +4 holders.
- The largest Ameriprise Financial buyer in Q2 2014 was Fidelity Investments, an estimated $161M added.
- The largest Ameriprise Financial seller in Q2 2014 was Ignis Investment Services, an estimated $275M sold.
Based on aggregated 13F filings for Q2 2014.