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Ameriprise Financial
AMP

Overview Fund Activity

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
Holders
594
Holders Change
–
Holders Change %
0%
% of All Funds
17.08%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.62B
2
IC
2
Institutional Capital
Illinois
$123M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$121M
4
Invesco
4
Invesco
Georgia
$256M
5
CCM
5
Cornerstone Capital Management
Minnesota
$55.8M

Top Sellers

1
IIS
1
Ignis Investment Services
United Kingdom
$0
2
SB
2
Suntrust Banks
Georgia
$5.15M
3
Millennium Management
3
Millennium Management
New York
$144K
4
Citadel Advisors
4
Citadel Advisors
Florida
$21.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
526
Barrett Asset Management
New York
$123K – – –
KT
527
Kanaly Trust
Texas
$112K – – –
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K – – –
Bessemer Group
529
Bessemer Group
New Jersey
$95K – – –
WT
530
Whittier Trust
California
$94K – – –
SAMC
531
Shinko Asset Management Company
Japan
$94K – – –
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$94K – – –
W
533
Wealthfront
California
$93K +$31K +254 +50%
IPC
534
Independent Portfolio Consultants
Florida
$93K +$93K +771 New
NFG
535
Next Financial Group
Texas
$90K +$90K +757 New
CAL
536
Capital Analysts LLC
Pennsylvania
$81.6K – – –
BAM
537
Brave Asset Management
New Jersey
$79K – – –
EP
538
Edinburgh Partners
United Kingdom
$78K – – –
MFS
539
MSI Financial Services
Massachusetts
$77K +$2.4K +20 +3%
OIA
540
Optimum Investment Advisors
Illinois
$75K – – –
TF
541
Tompkins Financial
New York
$73K – – –
PTC
542
Private Trust Company
Ohio
$59K +$15.4K +128 +35%
IMS
543
Index Management Solutions
Pennsylvania
$59K +$22.2K +186 +60%
TCOV
544
Trust Company of Vermont
Vermont
$58K – – –
BBPWM
545
Blue Bell Private Wealth Management
Pennsylvania
$58K – – –
JIC
546
Joel Isaacson & Co
New York
$55K – – –
PIM
547
Parasol Investment Management
Illinois
$54K – – –
M
548
MOTCO
Texas
$51K -$953 -8 -2%
MAM
549
Mizuho Asset Management
Japan
$49K – – –
DSC
550
Duncker Streett & Co
Missouri
$44K – – –
20 21
22
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