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Ameriprise Financial

639 hedge funds and large institutions have $21.4B invested in Ameriprise Financial in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $20.1B → $21.4B (+$1.27B)

6% more funds holding

Funds holding: 603639 (+36)

0.38% more ownership

Funds ownership: 87.46%87.85% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 259

33% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $21.5M

Holders
639
Holders Change
+36
Holders Change %
+5.97%
% of All Funds
17.04%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
76
Increased
183
Reduced
259
Closed
32
Calls
$14.5M
Puts
$21.5M
Net Calls
-$7.03M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
401
Old National Bancorp
Indiana
$750K -$35.2K -278 -5%
Rafferty Asset Management
402
Rafferty Asset Management
New York
$745K -$148K -1,166 -17%
TH
403
Timber Hill
Connecticut
$732K +$171K +1,354 +32%
LTFS
404
Ladenburg Thalmann Financial Services
Florida
$727K +$74.8K +591 +12%
NLI
405
Nippon Life Insurance
Japan
$699K -$1.27M -10,033 -66%
SO
406
STRS Ohio
Ohio
$698K
PRCM
407
Pine River Capital Management
Minnesota
$688K +$658K +5,200 New
MIM
408
Marco Investment Management
Georgia
$683K -$7.59K -60 -1%
LS
409
Lupo Securities
Illinois
$683K +$653K +5,161 New
ACM
410
Apex Capital Management
Ohio
$676K +$12.7K +100 +2%
LIA
411
LS Investment Advisors
Michigan
$671K +$50.6K +400 +9%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$662K -$1.07M -8,446 -63%
EP
413
Edgestream Partners
New Jersey
$662K -$1.11M -8,795 -64%
PL
414
Parkwood LLC
Ohio
$662K +$224K +1,768 +55%
AA
415
Ancora Advisors
Ohio
$661K
DBT
416
Dubuque Bank & Trust
Iowa
$642K +$71.5K +565 +13%
GT
417
Glenview Trust
Kentucky
$638K +$611K +4,827 New
BOH
418
Bank of Hawaii
Hawaii
$631K +$604K +4,770 New
AB
419
Amalgamated Bank
New York
$622K -$92.9K -734 -13%
BCAM
420
Boston Common Asset Management
Massachusetts
$620K +$633 +5 +0.1%
ClearBridge Investments
421
ClearBridge Investments
New York
$590K -$110K -871 -16%
JIC
422
Johnson Investment Counsel
Ohio
$569K -$3.67K -29 -0.7%
CG
423
Clinton Group
New York
$567K +$543K +4,290 New
CTC
424
Central Trust Company
Missouri
$558K -$4.05K -32 -0.8%
Dodge & Cox
425
Dodge & Cox
California
$553K

AMP Hedge Fund Activity: Q4 2014 in Review

639 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2014, worth a combined $21.4B — up 6.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AMP positions and 32 closed out — a net gain of 44 holders — while 183 added to existing stakes and 259 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $73.9M. The largest seller was RR Partners, cutting an estimated $214M.

  • 639 institutional investors held Ameriprise Financial (AMP) as of Q4 2014, up from 603 in Q3 2014.
  • Funds reported $21.4B of Ameriprise Financial stock for Q4 2014, up 6.3% quarter-over-quarter.
  • 76 funds opened new Ameriprise Financial positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Ameriprise Financial buyer in Q4 2014 was Viking Global Investors, an estimated $73.9M added.
  • The largest Ameriprise Financial seller in Q4 2014 was RR Partners, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2014.