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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
UBS AM
26
UBS AM
Illinois
$175M -$1.64M -12,993 -1%
TA
27
Teachers Advisors
New York
$165M +$643K +5,080 +0.4%
Wells Fargo
28
Wells Fargo
California
$162M +$6.38M +50,415 +4%
PAM
29
Panagora Asset Management
Massachusetts
$154M -$9.37M -74,041 -6%
EIP
30
Epoch Investment Partners
New York
$154M -$3.8M -30,013 -3%
UBS Group
31
UBS Group
Switzerland
$148M +$142M +1,120,825 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$135M +$20.9M +165,378 +19%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$133M
LAM
34
Lyrical Asset Management
New York
$117M +$20.3M +160,463 +22%
O
35
OppenheimerFunds
New York
$116M -$36.9M -291,300 -25%
AII
36
AGF Investments Inc
Ontario, Canada
$116M -$5.11M -40,395 -4%
AL
37
AJO LP
Pennsylvania
$116M +$49.7M +393,060 +81%
JHIU
38
Janus Henderson Investors US
Colorado
$110M -$56.7M -448,271 -35%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$110M +$249K +1,965 +0.2%
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$108M -$10.3M -81,756 -9%
Federated Hermes
41
Federated Hermes
Pennsylvania
$107M -$910K -7,193 -0.9%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$107M +$2.6M +20,512 +3%
Legal & General Group
43
Legal & General Group
United Kingdom
$98.1M -$4.51M -35,636 -5%
MAA
44
Managed Account Advisors
New Jersey
$97.8M -$8.84M -69,860 -9%
RP
45
RR Partners
New York
$84.2M -$214M -1,690,775 -73%
CS
46
Credit Suisse
Switzerland
$81.9M -$11.5M -91,115 -13%
EAM
47
Eagle Asset Management
Florida
$79.5M -$34.5M -272,892 -31%
RFC
48
Russell Frank Company
Washington
$78.7M -$41.5M -327,691 -36%
GA
49
Geneva Advisors
Illinois
$78.6M +$527K +4,167 +0.7%
Citadel Advisors
50
Citadel Advisors
Florida
$77.5M +$35.3M +279,253 +91%

AMP Hedge Fund Activity: Q4 2014 in Review

639 of the 3,749 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.