Ameriprise Financial
524 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 34 closing their positions.
65% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 34
12% more capital invested
Capital invested by funds: $14.1B → $15.8B (+$1.75B)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% more funds holding
Funds holding: 506 → 524 (+18)
1.08% more ownership
Funds ownership: 87.13% → 88.21% (+1.1%)
3% less call options, than puts
Call options by funds: $23M | Put options by funds: $23.8M
26% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 213
Top Buyers
| 1 |
O
OppenheimerFunds
New York
|
+$74.3M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$65.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$39.2M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$34.1M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$151M |
| 2 |
JP Morgan Chase
New York
|
-$73.2M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$71.8M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$59.7M |
| 5 |
Lazard Asset Management
New York
|
-$34.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHB
551
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$42K | -515 | Closed |
|
|
ECAM
552
East Coast Asset Management
Essex,
Massachusetts
| – | -$25K | -312 | Closed |
|
|
CW
553
Cobiz Wealth
Denver,
Colorado
| – | -$8K | -100 | Closed |
|
|
SMA
554
Simply Money Advisors
Cincinnati,
Ohio
| – | -$5K | -58 | Closed |
|
|
CCT
555
Capital City Trust
Tallahassee,
Florida
| – | -$3K | -40 | Closed |
|
556
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -38 | Closed |
|
|
TSWM
557
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$3K | -35 | Closed |
|
AMP Hedge Fund Activity: Q3 2013 in Review
524 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2013, worth a combined $15.8B — up 12% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new AMP positions and 34 closed out — a net gain of 22 holders — while 157 added to existing stakes and 213 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $74.3M. The largest seller was Norges Bank, cutting an estimated $151M.
- 524 institutional investors held Ameriprise Financial (AMP) as of Q3 2013, up from 506 in Q2 2013.
- Funds reported $15.8B of Ameriprise Financial stock for Q3 2013, up 12% quarter-over-quarter.
- 56 funds opened new Ameriprise Financial positions in Q3 2013 and 34 closed out, a net change of +22 holders.
- The largest Ameriprise Financial buyer in Q3 2013 was OppenheimerFunds, an estimated $74.3M added.
- The largest Ameriprise Financial seller in Q3 2013 was Norges Bank, an estimated $151M sold.
Based on aggregated 13F filings for Q3 2013.