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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
PAM
526
Palisade Asset Management
Minnesota
$238K
FBNAT
527
FirstMerit Bank N.A. Trustee
Ohio
$234K -$886 -7 -0.4%
RG
528
Renaissance Group
Kentucky
$232K -$11.4K -90 -5%
BDF
529
Balasa Dinverno & Foltz
$231K
RCAG
530
Rehmann Capital Advisory Group
Michigan
$227K +$217K +1,717 New
RCM
531
Reynolds Capital Management
Nevada
$225K -$177K -1,400 -45%
GAG
532
GM Advisory Group
New York
$225K -$2.53K -20 -1%
ECM
533
Estabrook Capital Management
New York
$222K
EGA
534
Eagle Global Advisors
Texas
$220K
EPM
535
Equitec Proprietary Markets
Illinois
$220K +$211K +1,666 New
FNBT
536
FineMark National Bank & Trust
Florida
$218K
TBA
537
Tower Bridge Advisors
Pennsylvania
$216K
SRAM
538
Stone Ridge Asset Management
New York
$213K +$204K +1,609 New
SCM
539
Shelton Capital Management
Colorado
$213K +$204K +1,612 New
W
540
Wealthfront
California
$212K +$41.4K +327 +26%
Northwestern Mutual Wealth Management
541
Northwestern Mutual Wealth Management
Wisconsin
$212K +$94.6K +748 +87%
RBC
542
Ronald Blue & Co
Georgia
$208K +$199K +1,570 New
Cambridge Investment Research Advisors
543
Cambridge Investment Research Advisors
Iowa
$207K -$12.8K -101 -6%
IB
544
Intrust Bank
Kansas
$205K +$196K +1,551 New
B
545
Baird
Wisconsin
$204K +$196K +1,549 New
BGIM
546
Boussard & Gavaudan Investment Management
United Kingdom
$202K -$67.4K -533 -26%
PGA
547
Portland Global Advisors
Maine
$202K +$193K +1,527 New
KS
548
Karpas Strategies
Connecticut
$201K +$192K +1,520 New
GIS
549
Guardian Investor Services
New York
$169K -$6.45K -51 -4%
MCM
550
Manchester Capital Management
Vermont
$168K +$8.86K +70 +6%

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.