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Ameriprise Financial

524 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $14.1B → $15.8B (+$1.75B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506524 (+18)

1.08% more ownership

Funds ownership: 87.13%88.21% (+1.1%)

3% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.8M

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

Holders
524
Holders Change
+18
Holders Change %
+3.56%
% of All Funds
16.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
56
Increased
157
Reduced
213
Closed
34
Calls
$23M
Puts
$23.8M
Net Calls
-$788K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$125M +$2.4M +27,141 +2%
EAM
27
Eagle Asset Management
Florida
$124M +$65.8M +744,933 +122%
JHIU
28
Janus Henderson Investors US
Colorado
$121M +$34.1M +385,571 +41%
PAM
29
Panagora Asset Management
Massachusetts
$117M +$18.9M +213,769 +20%
SB
30
Suntrust Banks
Georgia
$116M +$2.18M +24,728 +2%
Wells Fargo
31
Wells Fargo
California
$113M -$772K -8,742 -0.7%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$106M +$1.23M +13,977 +1%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$104M +$2.26M +25,555 +2%
SONJCPFA
34
State of New Jersey Common Pension Fund A
New Jersey
$103M
MAA
35
Managed Account Advisors
New Jersey
$100M -$26M -294,587 -21%
TA
36
Teachers Advisors
New York
$98.4M +$13.3M +150,475 +16%
Legal & General Group
37
Legal & General Group
United Kingdom
$89M -$10.9M -122,943 -11%
PIM
38
Perkins Investment Management
Illinois
$85.6M -$10.6M -120,544 -11%
AII
39
AGF Investments Inc
Ontario, Canada
$81.6M -$20.3M -229,500 -20%
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$80M -$17.7M -200,638 -19%
RFC
41
Russell Frank Company
Washington
$76.4M +$4.9M +55,516 +7%
Federated Hermes
42
Federated Hermes
Pennsylvania
$76.2M +$18.8M +213,077 +34%
Credit Agricole
43
Credit Agricole
France
$74.9M +$72.6M +822,052 New
SAM
44
Silvercrest Asset Management
New York
$73.4M +$1.12M +12,675 +2%
Goldman Sachs
45
Goldman Sachs
New York
$72.1M -$16.6M -188,208 -19%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$67.3M +$242K +2,745 +0.4%
U
47
UBS
Switzerland
$63.1M +$12.1M +137,505 +25%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$62.1M +$43.1M +488,256 +252%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$60.8M +$341K +3,856 +0.6%
UBS AM
50
UBS AM
Illinois
$59.3M +$649K +7,347 +1%

AMP Hedge Fund Activity: Q3 2013 in Review

524 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2013, worth a combined $15.8B — up 12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMP positions and 34 closed out — a net gain of 22 holders — while 157 added to existing stakes and 213 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $74.3M. The largest seller was Norges Bank, cutting an estimated $151M.

  • 524 institutional investors held Ameriprise Financial (AMP) as of Q3 2013, up from 506 in Q2 2013.
  • Funds reported $15.8B of Ameriprise Financial stock for Q3 2013, up 12% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q3 2013 and 34 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q3 2013 was OppenheimerFunds, an estimated $74.3M added.
  • The largest Ameriprise Financial seller in Q3 2013 was Norges Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.