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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
SGH
626
Schonfeld Group Holdings
New York
-$416K -3,780 Closed
CIC
627
Chilton Investment Company
Connecticut
-$402K -3,648 Closed
QSS
628
Quantitative Systematic Strategies
Florida
-$397K -3,645 Closed
NI
629
Numeric Investors
Massachusetts
-$338K -3,070 Closed
CG
630
Clinton Group
New York
-$316K -2,869 Closed
IPRC
631
Indices-Pac Research Corporation
New Jersey
-$286K -2,594 Closed
TC
632
TradeLink Capital
Illinois
-$275K -2,500 Closed
NB
633
Norinchukin Bank
Japan
-$272K -2,474 Closed
BA
634
Bridgewater Associates
Connecticut
-$264K -2,400 Closed
T
635
TradeWorx
New Jersey
-$260K -2,366 Closed
MSU
636
Maple Securities USA
New Jersey
-$202K -1,833 Closed
PMAM
637
Picton Mahoney Asset Management
Ontario, Canada
-$187K -1,700 Closed
WAM
638
Wolverine Asset Management
Illinois
-$173K -1,550 Closed
TDC
639
Thompson Davis & Co
Virginia
-$102K -931 Closed
AR
640
Advisory Research
Illinois
-$70K -632 Closed
HMS
641
Hanseatic Management Services
New Mexico
-$4.08K -449 Closed
HR
642
Howe & Rusling
New York
-$32K -292 Closed
CA
643
CapWealth Advisors
Tennessee
-$26K -240 Closed
SMG
644
Spectrum Management Group
Indiana
-$16K -145 Closed
IRS
645
Invictus RG (Singapore)
Singapore
-$11K -100 Closed
VCM
646
Vigilant Capital Management
Maine
-$7K -60 Closed
NSIM
647
North Star Investment Management
Illinois
-$4K -38 Closed
NES
648
New England Securities
New York
-$1.12K -10 -91%
BCMIO
649
Beacon Capital Management Inc (Ohio)
Ohio
-$447 -4 -57%

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.