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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
BC
601
Bartlett & Co
Ohio
$26K
RI
602
Redwood Investments
Massachusetts
$26K
PIA
603
Piedmont Investment Advisors
North Carolina
$24.7K -$1.9K -15 -7%
VNB
604
Valley National Bancorp
New York
$24K
FANJ
605
Financial Architects (New Jersey)
New Jersey
$22K +$21.3K +168 New
CP
606
Corbenic Partners
Pennsylvania
$21K
CWM
607
Cranbrook Wealth Management
Michigan
$21K +$20.2K +160 New
KT
608
Kanaly Trust
Texas
$20K -$98.2K -776 -83%
OSNBOA
609
Old Second National Bank of Aurora
Illinois
$20K
BWA
610
Burt Wealth Advisors
Maryland
$19K +$18.5K +146 New
RA
611
Rational Advisors
New York
$17K +$16.4K +130 New
NFG
612
Next Financial Group
Texas
$15K -$73.5K -581 -84%
PO
613
Private Ocean
California
$13K
WTC
614
WhitTier Trust Company
Nevada
$13K
TCM
615
Tradewinds Capital Management
Washington
$12K
AF
616
Arrow Financial
New York
$11K
MCM
617
MV Capital Management
Maryland
$10K +$9.36K +74 New
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$9K
VIA
619
Vantage Investment Advisors
Pennsylvania
$9K
WA
620
WFG Advisors
Texas
$9K +$127 +1 +2%
CHP
621
Cable Hill Partners
Oregon
$9K +$8.86K +70 New
FAM
622
Formidable Asset Management
Ohio
$8K
AC
623
Alexandria Capital
Virginia
$8K +$2.15K +17 +37%
S
624
SignatureFD
Georgia
$8K +$5.95K +47 +362%
FPFS
625
First Personal Financial Services
North Carolina
$7K +$6.83K +54 New

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.