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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.

New
Increased
Maintained
Reduced
Closed

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: 594594 (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: 1210 (-2)

Holders
594
Holders Change
Holders Change %
0%
% of All Funds
17.07%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
60
Increased
198
Reduced
223
Closed
56
Calls
$27.6M
Puts
$15.9M
Net Calls
+$11.7M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
426
Rockefeller Financial Services
New York
$426K
RIL
427
Rothschild Investment LLC
Illinois
$426K
KFA
428
Kelleher Financial Advisors
New York
$425K
WCM
429
Washington Capital Management
Washington
$413K
ALA
430
Atherton Lane Advisers
California
$408K
SF
431
Synovus Financial
Georgia
$408K
FNFDCM
432
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$402K
HCM
433
Howland Capital Management
Massachusetts
$400K +$12.2K +109 +3%
OMCS
434
Old Mutual Customised Solutions
South Africa
$396K -$44.7K -400 -11%
MCM
435
MAI Capital Management
Ohio
$395K +$29K +259 +9%
WTIM
436
Wilmington Trust Investment Management
Delaware
$386K
GMIM
437
General Motors Investment Management
New York
$384K -$32.1K -287 -8%
PAM
438
Private Asset Management
California
$383K
1GA
439
1st Global Advisors
Texas
$369K -$17.1K -153 -5%
Truist Financial
440
Truist Financial
North Carolina
$366K +$26.7K +239 +9%
FQ
441
First Quadrant
California
$360K
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$358K -$13.1K -117 -4%
PIM
443
Penobscot Investment Management
Massachusetts
$356K
FAB
444
First American Bank
Illinois
$353K
CCM
445
CrestPoint Capital Management
Missouri
$350K +$22.4K +200 +7%
Bank of Nova Scotia
446
Bank of Nova Scotia
Ontario, Canada
$348K +$6.82K +61 +2%
BBA
447
BLB&B Advisors
Pennsylvania
$346K +$6.49K +58 +2%
Fuller & Thaler Asset Management
448
Fuller & Thaler Asset Management
California
$342K -$134K -1,200 -30%
ST
449
Smithfield Trust
Pennsylvania
$330K -$16.8K -150 -5%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$330K +$126K +1,125 +69%

AMP Hedge Fund Activity: Q2 2014 in Review

594 of the 3,479 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.