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Ameriprise Financial
AMP

Overview Fund Activity

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
Holders
603
Holders Change
+9
Holders Change %
+1.52%
% of All Funds
17.51%
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

Top Buyers

1
IC
Institutional Capital
Illinois
$447M
2
UBS AM
UBS AM
Illinois
$165M
3
RFC
Russell Frank Company
Washington
$113M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.8M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$44.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$63.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$904M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$820M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B
5
U
UBS
Switzerland
$95.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
501
Gerald L. Ray & Associates
Texas
$222K +$12.6K +102 +6%
FBNAT
502
FirstMerit Bank N.A. Trustee
Ohio
$220K +$867 +7 +0.4%
VFS
503
VSR Financial Services
Kansas
$218K +$218K +1,764 New
PCA
504
Peddock Capital Advisors
Massachusetts
$217K – – –
BDF
505
Balasa Dinverno & Foltz
$215K -$2.46K -20 -1%
GAG
506
GM Advisory Group
New York
$212K -$39.2K -318 -16%
WA
507
Waverly Advisors
Alabama
$208K – – –
ECM
508
Estabrook Capital Management
New York
$207K – – –
Cambridge Investment Research Advisors
509
Cambridge Investment Research Advisors
Iowa
$205K -$15.5K -126 -7%
EGA
510
Eagle Global Advisors
Texas
$205K +$205K +1,665 New
FNBT
511
FineMark National Bank & Trust
Florida
$203K +$52.6K +426 +35%
WTB
512
Washington Trust Bank
Washington
$202K – – –
TBA
513
Tower Bridge Advisors
Pennsylvania
$201K +$201K +1,631 New
SCP
514
Syntal Capital Partners
Texas
$173K +$173K +1,406 New
FA
515
Friess Associates
Delaware
$168K – – –
GIS
516
Guardian Investor Services
New York
$164K -$11.4K -92 -6%
LWM
517
LBA Wealth Management
Florida
$164K +$14.2K +115 +9%
DVM
518
Dreman Value Management
Florida
$162K +$5.31K +43 +3%
W
519
Wealthfront
California
$157K +$62.9K +510 +67%
FCCM
520
First City Capital Management
Georgia
$156K – – –
Fuller & Thaler Asset Management
521
Fuller & Thaler Asset Management
California
$154K -$197K -1,600 -56%
RNS
522
Robert N. Shapiro
$150K – – –
MCM
523
Manchester Capital Management
Vermont
$148K – – –
NYLT
524
New York Life Trust
New York
$140K -$3.69K -30 -3%
TSW
525
Thompson Siegel & Walmsley
Virginia
$140K – – –
19 20
21
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