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Ameriprise Financial

603 hedge funds and large institutions have $20.1B invested in Ameriprise Financial in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 241 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $15.4M

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 594603 (+9)

1% more capital invested

Capital invested by funds: $20B → $20.1B (+$128M)

0.37% less ownership

Funds ownership: 87.83%87.46% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 241

Holders
603
Holders Change
+9
Holders Change %
+1.52%
% of All Funds
17.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
52
Increased
190
Reduced
241
Closed
37
Calls
$22.7M
Puts
$15.4M
Net Calls
+$7.29M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$167M -$3.47M -28,241 -2%
UBS AM
27
UBS AM
Illinois
$165M +$79.7M +649,183 +94%
JHIU
28
Janus Henderson Investors US
Colorado
$158M -$17M -138,200 -10%
PAM
29
Panagora Asset Management
Massachusetts
$153M +$27.2M +221,495 +22%
TA
30
Teachers Advisors
New York
$153M +$4.6M +37,491 +3%
EIP
31
Epoch Investment Partners
New York
$148M -$1.15M -9,363 -0.8%
Wells Fargo
32
Wells Fargo
California
$145M +$19.3M +157,485 +15%
O
33
OppenheimerFunds
New York
$144M -$1.18M -9,600 -0.8%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$124M
AII
35
AGF Investments Inc
Ontario, Canada
$113M -$3.11M -25,318 -3%
RFC
36
Russell Frank Company
Washington
$113M +$53.8M +438,680 +92%
Teacher Retirement System of Texas
37
Teacher Retirement System of Texas
Texas
$110M -$88.8K -724 -0.1%
EAM
38
Eagle Asset Management
Florida
$108M +$5.62M +45,816 +6%
AQR Capital Management
39
AQR Capital Management
Connecticut
$105M -$479K -3,904 -0.5%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$105M +$302K +2,460 +0.3%
Federated Hermes
41
Federated Hermes
Pennsylvania
$101M -$1.18M -9,597 -1%
MAA
42
Managed Account Advisors
New Jersey
$99.8M -$5.85M -47,686 -6%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$97M +$2.99M +24,407 +3%
Legal & General Group
44
Legal & General Group
United Kingdom
$95.9M -$16M -130,139 -14%
U
45
UBS
Switzerland
$95.7M -$44.7M -364,233 -32%
LAM
46
Lyrical Asset Management
New York
$89.6M +$13M +106,093 +17%
CS
47
Credit Suisse
Switzerland
$87.7M +$26.2M +213,797 +43%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$78.5M -$16.7M -135,807 -18%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$73.8M +$1.33M +10,846 +2%
GA
50
Geneva Advisors
Illinois
$72.8M +$989K +8,057 +1%