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Ameriprise Financial

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

73% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $15.9M

8% more capital invested

Capital invested by funds: $18.5B → $20B (+$1.48B)

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0.44% more ownership

Funds ownership: 87.39%87.83% (+0.44%)

0% more funds holding

Funds holding: 594594 (0)

11% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 223

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
594
Holders Change
Holders Change %
0%
% of All Funds
17.07%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
551
Kistler-Tiffany Companies
Pennsylvania
$43K
Northwestern Mutual Wealth Management
552
Northwestern Mutual Wealth Management
Wisconsin
$41K +$6.49K +58 +20%
WEC
553
Winslow Evans & Crocker
Massachusetts
$39K +$3.92K +35 +12%
WRM
554
Westport Resources Management
Connecticut
$36K
PMFA
555
Plante Moran Financial Advisors
Michigan
$33K +$19.5K +174 +176%
CBT
556
Central Bank & Trust
Kentucky
$30K
TWA
557
TCI Wealth Advisors
Arizona
$29K
LWA
558
Lenox Wealth Advisors
New York
$29K +$4.92K +44 +22%
OC
559
Oakworth Capital
Alabama
$26K
GSC
560
Ground Swell Capital
South Carolina
$26K +$23.9K +214 New
BC
561
Bartlett & Co
Ohio
$24K
RI
562
Redwood Investments
Massachusetts
$24K
PAS
563
Partnervest Advisory Services
California
$22K
VNB
564
Valley National Bancorp
New York
$22K
CP
565
Corbenic Partners
Pennsylvania
$19K
TIM
566
Tortoise Investment Management
New York
$19K
TRCT
567
Tower Research Capital (TRC)
New York
$18K -$925K -8,265 -98%
OSNBOA
568
Old Second National Bank of Aurora
Illinois
$18K -$114K -1,020 -87%
WAS
569
Winch Advisory Services
Wisconsin
$17K -$1.26M -11,246 -99%
MWP
570
MYCIO Wealth Partners
Pennsylvania
$15K
VIA
571
Vantage Investment Advisors
Pennsylvania
$13K +$11.9K +106 New
PO
572
Private Ocean
California
$12K
WTC
573
WhitTier Trust Company
Nevada
$12K
MUMSS
574
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K +$4.47K +40 +67%
ECM
575
Exchange Capital Management
Michigan
$10K -$8.28K -74 -48%

AMP Hedge Fund Activity: Q2 2014 in Review

594 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2014, worth a combined $20B — up 8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMP positions and 56 closed out — a net gain of 4 holders — while 198 added to existing stakes and 223 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $161M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $275M sold.

  • 594 institutional investors held Ameriprise Financial (AMP) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $20B of Ameriprise Financial stock for Q2 2014, up 8% quarter-over-quarter.
  • 60 funds opened new Ameriprise Financial positions in Q2 2014 and 56 closed out, a net change of +4 holders.
  • The largest Ameriprise Financial buyer in Q2 2014 was Fidelity Investments, an estimated $161M added.
  • The largest Ameriprise Financial seller in Q2 2014 was Ignis Investment Services, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2014.