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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
BGAM
476
Boussard & Gavaudan Asset Management
United Kingdom
$258K +$21.4K +191 +10%
N
477
Natixis
France
$257K -$302K -2,700 -56%
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$252K -$1.64M -14,648 -87%
PWM
479
ParenteBeard Wealth Management
Pennsylvania
$252K
GAM
480
Guinness Asset Management
United Kingdom
$252K +$33.6K +300 +17%
GIM
481
Groesbeck Investment Management
New Jersey
$252K +$235K +2,100 New
ZDA
482
Zweig-DiMenna Associates
New York
$252K +$235K +2,100 New
AAM
483
Advisors Asset Management
Colorado
$248K +$103K +923 +81%
CAN
484
Cetera Advisor Networks
California
$247K +$231K +2,067 New
FNB
485
First Niagara Bank
New York
$245K +$15.2K +136 +7%
GAG
486
GM Advisory Group
New York
$244K -$44.6K -399 -16%
ASA
487
Armstrong Shaw Associates
Connecticut
$242K
RG
488
Renaissance Group
Kentucky
$240K -$559 -5 -0.2%
CLOS
489
Compagnie Lombard Odier SCmA
Switzerland
$240K +$55.9K +500 +33%
FCBT
490
First Citizens Bank & Trust
North Carolina
$240K +$224K +2,000 New
USGIU
491
U.S. Global Investors (USGI)
Texas
$240K +$224K +2,000 New
AHS
492
Aspiriant Holdings S3
California
$231K -$114K -1,018 -35%
HCM
493
Harvest Capital Management
New Hampshire
$226K
OPCM
494
Osborne Partners Capital Management
California
$224K +$209K +1,866 New
MIU
495
Man Investments (UK)
United Kingdom
$219K -$621K -5,550 -75%
CBU
496
CIBC Bank USA
Illinois
$218K +$203K +1,815 New
PRC
497
Platte River Capital
Colorado
$218K +$204K +1,820 New
D.E. Shaw & Co
498
D.E. Shaw & Co
New York
$217K -$11.8M -105,249 -98%
CRC
499
Curi RMB Capital
Illinois
$216K +$201K +1,800 New
HH
500
Hilltop Holdings
Texas
$216K +$201K +1,800 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.