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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
JHIU
26
Janus Henderson Investors US
Colorado
$170M -$53.1M -474,900 -25%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$166M -$2.52M -22,519 -2%
EIP
28
Epoch Investment Partners
New York
$145M +$520K +4,649 +0.4%
TA
29
Teachers Advisors
New York
$144M +$4.54M +40,566 +3%
O
30
OppenheimerFunds
New York
$141M -$37.6M -336,310 -22%
U
31
UBS
Switzerland
$137M +$4.06M +36,309 +3%
IC
32
Institutional Capital
Illinois
$123M +$115M +1,025,014 New
PAM
33
Panagora Asset Management
Massachusetts
$122M +$7.97M +71,260 +8%
Wells Fargo
34
Wells Fargo
California
$122M -$11.9M -106,519 -9%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$121M +$113M +1,009,000 New
AII
36
AGF Investments Inc
Ontario, Canada
$113M +$494K +4,413 +0.5%
Legal & General Group
37
Legal & General Group
United Kingdom
$109M -$2.45M -21,940 -2%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$107M +$81K +724 +0.1%
AQR Capital Management
39
AQR Capital Management
Connecticut
$103M +$9.19M +82,200 +11%
MAA
40
Managed Account Advisors
New Jersey
$103M -$2.8M -25,064 -3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$101M -$1.36M -12,202 -1%
Federated Hermes
42
Federated Hermes
Pennsylvania
$99.5M +$2.5M +22,306 +3%
EAM
43
Eagle Asset Management
Florida
$99.3M +$12.8M +114,247 +16%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$92.6M -$11.3M -101,437 -12%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$91.5M +$24.7M +220,853 +41%
Prudential Financial
46
Prudential Financial
New Jersey
$85.1M +$38.1M +340,927 +93%
UBS AM
47
UBS AM
Illinois
$82.5M -$5.58M -49,919 -7%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$75.9M -$770K -6,883 -1%
LAM
49
Lyrical Asset Management
New York
$74.4M +$12.8M +114,069 +23%
WG
50
Winton Group
United Kingdom
$71.7M +$66.8M +597,382 New

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.