We are live on ! Find out more
AMP icon

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
AF
576
Arrow Financial
New York
$10K
TCM
577
Tradewinds Capital Management
Washington
$10K
SFSIG
578
San Francisco Sentry Investment Group
California
$9K
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$8K
WA
580
WFG Advisors
Texas
$8K
FAM
581
Formidable Asset Management
Ohio
$7K
EWM
582
Edge Wealth Management
New York
$6K +$5.82K +52 New
CHC
583
City Holding Co
West Virginia
$5K
TFO
584
Tarbox Family Office
California
$5K
AC
585
Alexandria Capital
Virginia
$4K
S
586
SignatureFD
Georgia
$2K -$671 -6 -32%
CAM
587
ClariVest Asset Management
California
$2K
FWM
588
Focused Wealth Management
New York
$2K
CAW
589
Cornerstone Advisors (Washington)
Washington
$2K +$1.57K +14 +280%
AWCI
590
Alpine Woods Capital Investors
New York
$1.1K -$55.9K -500 -5%
FPCG
591
Fort Pitt Capital Group
Pennsylvania
$295
IIS
592
Ignis Investment Services
United Kingdom
-$275M -252,617 Closed
Two Sigma Investments
593
Two Sigma Investments
New York
-$21.1M -192,044 Closed
SCM
594
Stevens Capital Management
Pennsylvania
-$19.1M -173,704 Closed
WF
595
Welch & Forbes
Massachusetts
-$16.1M -145,838 Closed
AC
596
Ascend Capital
California
-$11.8M -107,041 Closed
CPC
597
Cookson Peirce & Co
Pennsylvania
-$8.46M -76,910 Closed
DCM
598
Decade Capital Management
New York
-$5.89M -53,529 Closed
BCM
599
BlueMar Capital Management
Florida
-$5.79M -52,600 Closed
GCA
600
Gideon Capital Advisors
New York
-$4.9M -44,526 Closed

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.