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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
JIP
651
Jaffetilchin Investment Partners
Florida
-$233K -1,890 Closed
VFS
652
VSR Financial Services
Kansas
-$218K -1,764 Closed
WA
653
Waverly Advisors
Alabama
-$208K -1,685 Closed
SCP
654
Syntal Capital Partners
Texas
-$173K -1,406 Closed
PTC
655
Private Trust Company
Ohio
-$56K -450 Closed
SEC
656
Seven Eight Capital
New York
-$49.4K -400 Closed
LNB
657
Ledyard National Bank
-$43K -350 Closed
CGT
658
Capital Guardian Trust
California
-$34K -273 Closed
PFO
659
Pathstone Family Office
New Jersey
-$19K -152 Closed
Schroder Investment Management Group
660
Schroder Investment Management Group
United Kingdom
-$17.8K -144 Closed
WAS
661
Winch Advisory Services
Wisconsin
-$18K -144 Closed
ECM
662
Exchange Capital Management
Michigan
-$10K -81 Closed
PHK
663
Point72 Hong Kong
Hong Kong
-$10K -77 Closed
SFSIG
664
San Francisco Sentry Investment Group
California
-$9K -71 Closed
TFO
665
Tarbox Family Office
California
-$6K -46 Closed
CHC
666
City Holding Co
West Virginia
-$5K -41 Closed
MA
667
MCF Advisors
Kentucky
-$2K -22 Closed
OCM
668
One Capital Management
California
-$2K -20 Closed
IF
669
Ironwood Financial
Arizona
+$380 +3 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.