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Ameriprise Financial

580 hedge funds and large institutions have $19.5B invested in Ameriprise Financial in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 165 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 33

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

23% more capital invested

Capital invested by funds: $15.8B → $19.5B (+$3.66B)

16% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $30.7M

11% more funds holding

Funds holding: 524580 (+56)

0.96% less ownership

Funds ownership: 88.21%87.25% (-0.96%)

31% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 239

Holders
580
Holders Change
+56
Holders Change %
+10.69%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
91
Increased
165
Reduced
239
Closed
33
Calls
$35.6M
Puts
$30.7M
Net Calls
+$4.96M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
M
526
MOTCO
Texas
$50K
HF
527
Hoxton Financial
West Virginia
$50K +$13K +126 +41%
Parallax Volatility Advisers
528
Parallax Volatility Advisers
California
$48K -$1.49M -14,430 -97%
MAM
529
Mizuho Asset Management
Japan
$47K
PTC
530
Private Trust Company
Ohio
$45K
DSC
531
Duncker Streett & Co
Missouri
$42K
KTC
532
Kistler-Tiffany Companies
Pennsylvania
$41K
RNS
533
Robert N. Shapiro
$37K -$3.1K -30 -9%
HR
534
Howe & Rusling
New York
$36K -$1.03K -10 -3%
WRM
535
Westport Resources Management
Connecticut
$35K
WEC
536
Winslow Evans & Crocker
Massachusetts
$34K +$30K +290 New
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$31K +$23.2K +225 +500%
CBT
538
Central Bank & Trust
Kentucky
$30K
CA
539
CapWealth Advisors
Tennessee
$28K
TWA
540
TCI Wealth Advisors
Arizona
$28K
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$26K +$23.4K +227 New
CCM
542
Credo Capital Management
Maryland
$25K -$28.1K -272 -55%
OC
543
Oakworth Capital
Alabama
$25K +$22.1K +214 New
MFBTD
544
MB Financial Bank - Trust Department
Illinois
$23K
RI
545
Redwood Investments
Massachusetts
$23K
PTCG
546
Pring Turner Capital Group
California
$23K +$20.2K +196 New
RA
547
Rational Advisors
New York
$22K -$1.34K -13 -6%
PAS
548
Partnervest Advisory Services
California
$21K -$207 -2 -1%
VNB
549
Valley National Bancorp
New York
$21K +$18.6K +180 New
CP
550
Corbenic Partners
Pennsylvania
$18K

AMP Hedge Fund Activity: Q4 2013 in Review

580 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2013, worth a combined $19.5B — up 23% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMP positions and 33 closed out — a net gain of 58 holders — while 165 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Norges Bank, cutting an estimated $170M.

  • 580 institutional investors held Ameriprise Financial (AMP) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $19.5B of Ameriprise Financial stock for Q4 2013, up 23% quarter-over-quarter.
  • 91 funds opened new Ameriprise Financial positions in Q4 2013 and 33 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q4 2013 was Goldman Sachs, an estimated $68.4M added.
  • The largest Ameriprise Financial seller in Q4 2013 was Norges Bank, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.