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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
SI
501
SII Investments
Wisconsin
$287K +$277K +2,190 New
CAN
502
Cetera Advisor Networks
California
$286K +$12.7K +100 +5%
TIM
503
Thompson Investment Management
Wisconsin
$285K
BC
504
Banced Corp
Illinois
$284K -$2.53K -20 -0.9%
LWM
505
LBA Wealth Management
Florida
$280K +$99.3K +785 +59%
PCA
506
Peddock Capital Advisors
Massachusetts
$277K +$43K +340 +19%
ASA
507
Armstrong Shaw Associates
Connecticut
$267K
CA
508
Cornerstone Advisors
North Carolina
$265K +$253K +2,000 New
HH
509
Hilltop Holdings
Texas
$258K +$17.7K +140 +8%
BBA
510
BLB&B Advisors
Pennsylvania
$257K -$119K -940 -33%
PSUF
511
People's United Financial
Connecticut
$257K -$63.3K -500 -20%
AHS
512
Aspiriant Holdings S3
California
$254K
CCT
513
Chemung Canal Trust
New York
$253K +$10.1K +80 +4%
ZDA
514
Zweig-DiMenna Associates
New York
$251K -$25.3K -200 -10%
GIM
515
Groesbeck Investment Management
New Jersey
$251K
GAM
516
Guinness Asset Management
United Kingdom
$251K +$12.7K +100 +6%
TAM
517
Tocqueville Asset Management
New York
$249K -$395K -3,120 -62%
HCM
518
Harvest Capital Management
New Hampshire
$249K
CBU
519
CIBC Bank USA
Illinois
$246K
PRC
520
Platte River Capital
Colorado
$240K
Tudor Investment Corp
521
Tudor Investment Corp
Connecticut
$238K -$96.3K -761 -30%
MCM
522
MAI Capital Management
Ohio
$238K -$7.46K -59 -3%
CRC
523
Curi RMB Capital
Illinois
$238K
GLRA
524
Gerald L. Ray & Associates
Texas
$238K
OPCM
525
Osborne Partners Capital Management
California
$238K

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.