We are live on ! Find out more
AMP icon

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
SF
426
Synovus Financial
Georgia
$381K
HCM
427
Howland Capital Management
Massachusetts
$371K
N
428
Natixis
France
$371K +$335K +3,239 New
PAM
429
Private Asset Management
California
$367K +$31K +300 +10%
BKBG
430
BHF Kleinwort Benson Group
Belgium
$366K +$320K +3,101 +3,876%
Toronto Dominion Bank
431
Toronto Dominion Bank
Ontario, Canada
$357K +$269K +2,605 +521%
MCM
432
MAI Capital Management
Ohio
$353K -$132K -1,279 -29%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$350K -$14.8K -143 -4%
JIP
434
Jaffetilchin Investment Partners
Florida
$346K +$311K +3,008 New
FQ
435
First Quadrant
California
$345K
PSUF
436
People's United Financial
Connecticut
$343K -$22.2K -215 -7%
PIM
437
Penobscot Investment Management
Massachusetts
$341K
DBT
438
Dubuque Bank & Trust
Iowa
$341K +$49.1K +475 +19%
CTC
439
Central Trust Company
Missouri
$338K -$40.3K -390 -12%
AHS
440
Aspiriant Holdings S3
California
$338K +$8.26K +80 +3%
CCM
441
CrestPoint Capital Management
Missouri
$336K +$302K +2,920 New
OA
442
Oxbow Advisors
Texas
$331K
BBA
443
BLB&B Advisors
Pennsylvania
$325K
PFSC
444
Peoples Financial Services Corp
Pennsylvania
$325K +$292K +2,825 New
TRCT
445
Tower Research Capital (TRC)
New York
$323K -$77.4K -749 -21%
Fayez Sarofim & Co
446
Fayez Sarofim & Co
Texas
$323K +$290K +2,808 New
CONA
447
Capital One National Association
New York
$319K
ZCM
448
Zebra Capital Management
Connecticut
$319K
Truist Financial
449
Truist Financial
North Carolina
$306K -$24K -232 -8%
MIC
450
MU Investments Company
Japan
$305K

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.