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Ameriprise Financial

679 hedge funds and large institutions have $21.1B invested in Ameriprise Financial in 2015 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 225 increasing their positions, 247 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 40

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

6% more funds holding

Funds holding: 639679 (+40)

1.02% more ownership

Funds ownership: 87.85%88.87% (+1%)

1% less capital invested

Capital invested by funds: $21.4B → $21.1B (-$282M)

6% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $20M

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 247

Holders
679
Holders Change
+40
Holders Change %
+6.26%
% of All Funds
18.09%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
88
Increased
225
Reduced
247
Closed
40
Calls
$18.8M
Puts
$20M
Net Calls
-$1.28M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
501
Atherton Lane Advisers
California
$385K -$9.62K -73 -2%
PM
502
Parametrica Management
Hong Kong
$374K +$376K +2,856 New
SI
503
Stephens Inc
Arkansas
$370K +$31.2K +237 +9%
IC
504
IKOS CIF
Cyprus
$369K +$364K +2,763 New
CCM
505
CrestPoint Capital Management
Missouri
$366K
FNB
506
First Niagara Bank
New York
$366K +$30.2K +229 +9%
FBFS
507
First Business Financial Services
Wisconsin
$364K +$29.6K +225 +9%
FAB
508
First American Bank
Illinois
$360K
GMIM
509
General Motors Investment Management
New York
$358K -$94.7K -719 -21%
PFSC
510
Peoples Financial Services Corp
Pennsylvania
$357K
RJT
511
Raymond James Trust
Florida
$354K +$25.3K +192 +8%
CONA
512
Capital One National Association
New York
$350K
LWM
513
LBA Wealth Management
Florida
$349K +$72.5K +550 +26%
Fayez Sarofim & Co
514
Fayez Sarofim & Co
Texas
$347K
CPS
515
Counsel Portfolio Services
Ontario, Canada
$340K
RIL
516
Rothschild Investment LLC
Illinois
$334K -$132K -1,000 -28%
BF
517
BOK Financial
Oklahoma
$331K +$334K +2,532 New
AAM
518
Auxier Asset Management
Oregon
$327K
PI
519
Pettee Investors
Connecticut
$327K
AL
520
Airain Ltd
Guernsey
$327K +$329K +2,501 New
FPCG
521
Fort Pitt Capital Group
Pennsylvania
$323K
Jane Street
522
Jane Street
New York
$321K -$88.4K -671 -21%
SC
523
Savant Capital
Illinois
$321K
HCM
524
Hilton Capital Management
New York
$316K
Walleye Trading
525
Walleye Trading
New York
$314K +$316K +2,401 New

AMP Hedge Fund Activity: Q1 2015 in Review

679 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2015, worth a combined $21.1B — down 1.3% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 40 closed out — a net gain of 48 holders — while 225 added to existing stakes and 247 trimmed.

The largest buyer was AJO LP, adding an estimated $87.5M. The largest seller was Bank of New York Mellon, cutting an estimated $129M.

  • 679 institutional investors held Ameriprise Financial (AMP) as of Q1 2015, up from 639 in Q4 2014.
  • Funds reported $21.1B of Ameriprise Financial stock for Q1 2015, down 1.3% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q1 2015 and 40 closed out, a net change of +48 holders.
  • The largest Ameriprise Financial buyer in Q1 2015 was AJO LP, an estimated $87.5M added.
  • The largest Ameriprise Financial seller in Q1 2015 was Bank of New York Mellon, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2015.