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Ameriprise Financial
603 hedge funds and large institutions have $20.1B invested in Ameriprise Financial in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 241 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
47% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $15.4M
41% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 37
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
2% more funds holding
Funds holding: 594 → 603 (+9)
1% more capital invested
Capital invested by funds: $20B → $20.1B (+$128M)
0.37% less ownership
Funds ownership: 87.83% → 87.46% (-0.37%)
21% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 241
Holders
603
Holders Change
+9
Holders Change %
+1.52%
% of All Funds
17.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
52
Increased
190
Reduced
241
Closed
37
Calls
$22.7M
Puts
$15.4M
Net Calls
+$7.29M
Net Calls Change
-$4.41M
Top Buyers
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$319M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$79.7M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$53.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$52.6M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$30.1M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$343M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$170M |
| 3 |
JP Morgan Chase
New York
|
-$106M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$76.3M |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$44.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCBT
626
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$240K | -2,000 | Closed |
|
|
USGIU
627
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$240K | -2,000 | Closed |
|
628
D.E. Shaw & Co
New York
| – | -$222K | -1,810 | Closed |
|
|
BRWA
629
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$161K | -1,346 | Closed |
|
630
Millennium Management
New York
| – | -$147K | -1,200 | Closed |
|
|
IPC
631
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$93K | -771 | Closed |
|
|
KTC
632
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$43K | -360 | Closed |
|
|
PAS
633
Partnervest Advisory Services
Santa Barbara,
California
| – | -$22K | -185 | Closed |
|
|
TIM
634
Tortoise Investment Management
White Plains,
New York
| – | -$19K | -156 | Closed |
|
|
MUMSS
635
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| – | -$12K | -100 | Closed |
|
|
EWM
636
Edge Wealth Management
New York
| – | -$6K | -52 | Closed |
|
|
NIM
637
NuWave Investment Management
Parsippany,
New Jersey
| – | +$368 | +3 | New |
|