We are live on ! Find out more
AMP icon

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
Creative Planning
426
Creative Planning
Kansas
$552K -$120K -951 -19%
Belvedere Trading
427
Belvedere Trading
Illinois
$550K +$526K +4,160 New
BFS
428
Bradley Foster & Sargent
Connecticut
$542K -$33.3K -263 -6%
AGM
429
Alpine Global Management
New York
$535K +$512K +4,049 New
Truist Financial
430
Truist Financial
North Carolina
$533K +$63.5K +502 +14%
Mirae Asset Global Investments
431
Mirae Asset Global Investments
South Korea
$530K -$243K -1,919 -32%
SIG
432
Schooner Investment Group
Pennsylvania
$528K +$506K +4,000 New
PAM
433
PartnerRe Asset Management
Connecticut
$520K +$63.6K +503 +15%
HMS
434
Hanseatic Management Services
New Mexico
$518K
AP
435
Advisor Partners
California
$516K +$504K +3,986 New
PIM
436
Penobscot Investment Management
Massachusetts
$513K +$99.3K +785 +25%
VRS
437
Virginia Retirement Systems
Virginia
$510K -$6.71K -53 -1%
PCM
438
Perritt Capital Management
Illinois
$507K +$3.16K +25 +0.7%
CI
439
Constellation Investments
Ohio
$500K +$12.7K +100 +3%
EOJOAM
440
E. Ohman J:or Asset Management
Sweden
$497K
WFG
441
Windsor Financial Group
Minnesota
$490K
CC
442
Courier Capital
New York
$480K
GIP
443
Greatmark Investment Partners
Georgia
$479K
CM
444
Churchill Management
California
$470K -$12.3K -97 -3%
RIL
445
Rothschild Investment LLC
Illinois
$470K
AIP
446
Ameritas Investment Partners
Nebraska
$470K +$7.59K +60 +2%
RFS
447
Rockefeller Financial Services
New York
$469K
KFA
448
Kelleher Financial Advisors
New York
$468K
NIMI
449
Natixis Investment Managers International
France
$463K +$443K +3,499 New
GMIM
450
General Motors Investment Management
New York
$457K +$31.5K +249 +8%

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.