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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$164M +$4.97M +48,104 +4%
BG
27
BlackRock Group
United Kingdom
$154M -$5.71M -55,288 -4%
Wells Fargo
28
Wells Fargo
California
$137M -$4.67M -45,204 -4%
EIP
29
Epoch Investment Partners
New York
$137M -$19.1M -185,119 -13%
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$129M -$930K -9,000 -0.8%
TA
31
Teachers Advisors
New York
$125M +$248K +2,400 +0.2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$118M -$12M -115,768 -10%
MAA
33
Managed Account Advisors
New Jersey
$114M -$11M -106,940 -10%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$113M -$18.6M -179,913 -15%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$113M +$60.5M +585,617 +149%
Legal & General Group
36
Legal & General Group
United Kingdom
$110M -$2.33M -22,586 -2%
Teacher Retirement System of Texas
37
Teacher Retirement System of Texas
Texas
$109M +$7.11M +68,875 +8%
PAM
38
Panagora Asset Management
Massachusetts
$109M -$34.8M -337,156 -26%
AII
39
AGF Investments Inc
Ontario, Canada
$104M +$723K +7,000 +0.8%
Invesco
40
Invesco
Georgia
$103M +$35.6M +344,263 +62%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$98.8M +$26.1M +253,163 +41%
Federated Hermes
42
Federated Hermes
Pennsylvania
$94.5M -$1.51M -14,574 -2%
Credit Agricole
43
Credit Agricole
France
$94.1M -$385K -3,729 -0.5%
SAM
44
Silvercrest Asset Management
New York
$92.2M -$415K -4,023 -0.5%
U
45
UBS
Switzerland
$87.2M +$6.73M +65,169 +9%
EAM
46
Eagle Asset Management
Florida
$87.1M -$61.8M -598,323 -44%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$81.7M +$2.91M +28,224 +4%
SB
48
Suntrust Banks
Georgia
$78.9M -$61.2M -592,252 -46%
UBS AM
49
UBS AM
Illinois
$77.4M +$2.22M +21,507 +3%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$73.5M -$2.99M -28,953 -4%

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.