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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$70.5M +$3.72M +33,300 +6%
GA
52
Geneva Advisors
Illinois
$69.9M +$2.39M +21,376 +4%
SAM
53
Silvercrest Asset Management
New York
$64.8M -$4.4M -39,321 -7%
AL
54
AJO LP
Pennsylvania
$64.5M +$33.3M +297,640 +124%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.3M +$10M +89,427 +21%
BlackRock
56
BlackRock
New York
$62.1M +$8.84K +79 +0%
TAM
57
Todd Asset Management
Kentucky
$61.6M -$958K -8,563 -2%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$60.3M -$671K -6,000 -1%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$60.1M +$13.3M +118,953 +31%
CS
60
Credit Suisse
Switzerland
$59.6M +$425K +3,796 +0.8%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$57.8M -$39.3M -351,628 -42%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$57.8M -$2.8M -25,067 -5%
PPA
63
Parametric Portfolio Associates
Washington
$57.3M -$1.01M -9,069 -2%
RFC
64
Russell Frank Company
Washington
$57.1M +$20.2M +180,362 +61%
CCM
65
Cornerstone Capital Management
Minnesota
$55.8M +$52M +465,187 New
Westfield Capital Management
66
Westfield Capital Management
Massachusetts
$55M -$7.42M -66,360 -13%
BNP Paribas Asset Management
67
BNP Paribas Asset Management
France
$55M +$6.05M +54,047 +13%
GLA
68
Great Lakes Advisors
Illinois
$54.8M +$2.05M +18,286 +4%
Charles Schwab
69
Charles Schwab
California
$50.6M -$29.8M -266,725 -39%
Lord, Abbett & Co
70
Lord, Abbett & Co
New Jersey
$49.4M +$33.7M +301,200 +272%
Credit Agricole
71
Credit Agricole
France
$48.4M -$49.5M -442,386 -52%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$48.1M +$1.13M +10,093 +3%
ACP
73
Ashfield Capital Partners
California
$48M +$13.4M +119,527 +43%
TRSOTSOK
74
Teachers Retirement System of the State of Kentucky
Kentucky
$47.7M -$2.09M -18,700 -4%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$47.7M -$2.56M -22,870 -5%

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.