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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
SIA
626
Stancorp Investment Advisers
Oregon
$5K +$5.06K +40 New
ANBT
627
American National Bank & Trust
Texas
$4K
CAW
628
Cornerstone Advisors (Washington)
Washington
$4K +$2.02K +16 +114%
UFA
629
US Financial Advisors
Massachusetts
$4K +$4.17K +33 New
FWM
630
Focused Wealth Management
New York
$3K
PWM
631
ParenteBeard Wealth Management
Pennsylvania
$2.1K -$231K -1,822 -87%
CAM
632
ClariVest Asset Management
California
$2K
CFA
633
Camarda Financial Advisors
Florida
$1K
NG
634
NatWest Group
United Kingdom
$626 -$8.73K -69 -1%
FTC
635
Farmers Trust Company
Ohio
$212 +$127 +1 New
BRWA
636
B. Riley Wealth Advisors
Florida
$140 +$134K +1,061 New
BIM
637
BRC Investment Management
Colorado
-$18.9M -152,884 Closed
AIA
638
Avalon Investment & Advisory
Texas
-$9.56M -77,449 Closed
PP
639
PDT Partners
New York
-$6.12M -49,610 Closed
LOAMS
640
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.56M -20,643 Closed
QT
641
Quantbot Technologies
New York
-$2.34M -18,990 Closed
MFS
642
Monetta Financial Services
Illinois
-$1.97M -16,000 Closed
DCM
643
Dupont Capital Management
Delaware
-$1.13M -9,170 Closed
SSWM
644
Sheets Smith Wealth Management
North Carolina
-$1.03M -8,359 Closed
AIM
645
abrdn Investment Management
United Kingdom
-$966K -7,829 Closed
SIP
646
Stoneridge Investment Partners
Pennsylvania
-$494K -4,000 Closed
HI
647
HBK Investments
Texas
-$407K -3,300 Closed
LBG
648
Lloyds Banking Group
United Kingdom
-$377K -3,057 Closed
Verition Fund Management
649
Verition Fund Management
Connecticut
-$358K -2,902 Closed
BF
650
BOK Financial
Oklahoma
-$285K -2,310 Closed

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.