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Ameriprise Financial

524 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $14.1B → $15.8B (+$1.75B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506524 (+18)

1.08% more ownership

Funds ownership: 87.13%88.21% (+1.1%)

3% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.8M

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

Holders
524
Holders Change
+18
Holders Change %
+3.56%
% of All Funds
16.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
56
Increased
157
Reduced
213
Closed
34
Calls
$23M
Puts
$23.8M
Net Calls
-$788K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$57M +$7.35M +83,241 +15%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$56M -$751K -8,508 -1%
TAM
53
Todd Asset Management
Kentucky
$55M +$15.5M +176,059 +41%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$54.8M -$8.26M -93,500 -13%
NI
55
Numeric Investors
Massachusetts
$52.2M -$2.38M -27,000 -4%
WHG
56
Westwood Holdings Group
Texas
$51.5M -$11.6M -131,349 -19%
Cohen & Steers
57
Cohen & Steers
New York
$51.3M -$1.7M -19,250 -3%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$50.7M +$2.4M +27,132 +5%
Invesco
59
Invesco
Georgia
$50.2M +$1.55M +17,603 +3%
GA
60
Geneva Advisors
Illinois
$49.5M +$12.4M +140,697 +35%
GLA
61
Great Lakes Advisors
Illinois
$46.2M -$2.04M -23,087 -4%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$44.8M +$8.41M +95,270 +24%
PPA
63
Parametric Portfolio Associates
Washington
$44.4M -$5.19M -58,713 -11%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$41.8M -$1.51M -17,105 -4%
Citadel Advisors
65
Citadel Advisors
Florida
$41.1M +$39.2M +443,418 +5,782%
CS
66
Credit Suisse
Switzerland
$40.8M -$1.16M -13,138 -3%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$39.7M +$38.5M +435,959 New
RIM
68
RS Investment Management
California
$38.3M -$8.06M -91,209 -18%
FWCM
69
Ferguson Wellman Capital Management
Oregon
$38.2M +$26.6M +301,002 +255%
BlackRock
70
BlackRock
New York
$37.8M +$1.63M +18,432 +5%
AllianceBernstein
71
AllianceBernstein
Tennessee
$37.5M +$1.21M +13,746 +3%
Charles Schwab
72
Charles Schwab
California
$37M +$486K +5,501 +1%
AQR Capital Management
73
AQR Capital Management
Connecticut
$36.6M -$71.8M -812,866 -67%
USAA
74
United Services Automobile Association
Texas
$36.3M +$1.41M +15,947 +4%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$35.9M +$24.9M +281,983 +252%

AMP Hedge Fund Activity: Q3 2013 in Review

524 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2013, worth a combined $15.8B — up 12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMP positions and 34 closed out — a net gain of 22 holders — while 157 added to existing stakes and 213 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $74.3M. The largest seller was Norges Bank, cutting an estimated $151M.

  • 524 institutional investors held Ameriprise Financial (AMP) as of Q3 2013, up from 506 in Q2 2013.
  • Funds reported $15.8B of Ameriprise Financial stock for Q3 2013, up 12% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q3 2013 and 34 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q3 2013 was OppenheimerFunds, an estimated $74.3M added.
  • The largest Ameriprise Financial seller in Q3 2013 was Norges Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.