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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
FCCM
551
First City Capital Management
Georgia
$167K
Fuller & Thaler Asset Management
552
Fuller & Thaler Asset Management
California
$165K
RNS
553
Robert N. Shapiro
$161K
TSW
554
Thompson Siegel & Walmsley
Virginia
$156K +$5.44K +43 +4%
SC
555
SRB Corp
Massachusetts
$147K
FNYS
556
First New York Securities
New York
$145K +$139K +1,100 New
GLI
557
Guardian Life Insurance
New York
$139K -$1.65K -13 -1%
FA
558
Friess Associates
Delaware
$136K -$41.8K -330 -24%
BAM
559
Barrett Asset Management
New York
$136K
TF
560
Tompkins Financial
New York
$127K +$44.2K +349 +57%
MAM
561
Mizuho Asset Management
Japan
$120K +$18.6K +147 +19%
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
WTB
563
Washington Trust Bank
Washington
$104K -$108K -850 -52%
WT
564
Whittier Trust
California
$104K
TRCT
565
Tower Research Capital (TRC)
New York
$93K -$148K -1,173 -63%
SAMC
566
Shinko Asset Management Company
Japan
$91K -$12.7K -100 -13%
CAL
567
Capital Analysts LLC
Pennsylvania
$89.9K
Bessemer Group
568
Bessemer Group
New Jersey
$88K +$10.1K +80 +14%
BAM
569
Brave Asset Management
New Jersey
$87K
EP
570
Edinburgh Partners
United Kingdom
$85K
TC
571
TradeLink Capital
Illinois
$85K +$81.2K +642 New
Royal London Asset Management
572
Royal London Asset Management
United Kingdom
$80.4K +$1.57M +12,410 +26%
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$80K
TCM
574
TD Capital Management
Tennessee
$80K
NYLT
575
New York Life Trust
New York
$76K -$71.4K -564 -50%

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.