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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
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
$74K -$183K -1,443 -72%
MFS
577
MSI Financial Services
Massachusetts
$74K -$6.45K -51 -8%
OIA
578
Optimum Investment Advisors
Illinois
$74K
Manulife (Manufacturers Life Insurance)
579
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.9K +$1.43M +11,288 +2%
NPC
580
National Planning Corporation
California
$66.5K +$66.4K +525 New
BBPWM
581
Blue Bell Private Wealth Management
Pennsylvania
$63K
TCOV
582
Trust Company of Vermont
Vermont
$63K
JIC
583
Joel Isaacson & Co
New York
$61K
PIM
584
Parasol Investment Management
Illinois
$60K
M
585
MOTCO
Texas
$57K
DSC
586
Duncker Streett & Co
Missouri
$48K
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$48K +$45.5K +360 New
FMB
588
Field & Main Bank
Kentucky
$46K +$44.3K +350 New
TWA
589
TCI Wealth Advisors
Arizona
$44K +$11.4K +90 +38%
WEC
590
Winslow Evans & Crocker
Massachusetts
$40.9K +$4.55K +36 +13%
WRM
591
Westport Resources Management
Connecticut
$40K
IMS
592
Index Management Solutions
Pennsylvania
$36K -$38.3K -303 -53%
HR
593
Howe & Rusling
New York
$34K -$633 -5 -2%
CBT
594
Central Bank & Trust
Kentucky
$34K
CFN
595
Cordasco Financial Network
Florida
$33K
LWA
596
Lenox Wealth Advisors
New York
$32K
MWP
597
MYCIO Wealth Partners
Pennsylvania
$32K
PMFA
598
Plante Moran Financial Advisors
Michigan
$31K
RMAM
599
Raab & Moskowitz Asset Management
New Jersey
$30K +$28.5K +225 New
OC
600
Oakworth Capital
Alabama
$28K

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.