We are live on ! Find out more
AMP icon

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
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$35.6M -$24.9M -281,886 -42%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$35.5M -$79.4K -899 -0.2%
AAMU
78
Amundi Asset Management US
Massachusetts
$35.1M -$20.9M -236,601 -38%
BIM
79
BlackRock Investment Management
Delaware
$34.9M +$769K +8,708 +2%
Canada Life
80
Canada Life
Manitoba, Canada
$34.8M +$2.38M +26,989 +8%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$34.5M +$1.49M +16,833 +5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$33.1M -$1.05M -11,883 -3%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$33M +$990K +11,211 +3%
Prudential Financial
84
Prudential Financial
New Jersey
$31.7M -$503K -5,691 -2%
MCM
85
McKinley Capital Management
Alaska
$30.7M -$253K -2,867 -0.8%
SIA
86
Sit Investment Associates
Minnesota
$29.5M -$177K -2,000 -0.6%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$28.9M +$1.16M +13,100 +4%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$28.6M +$6.71K +76 +0%
WCM
89
Wedge Capital Management
North Carolina
$28.5M -$1.12M -12,725 -4%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$28.3M -$1.01M -11,490 -4%
NFA
91
Nationwide Fund Advisors
Ohio
$28M -$1.1M -12,472 -4%
Bank of America
92
Bank of America
North Carolina
$27.9M -$1.69M -19,177 -6%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$27.4M -$13.4M -152,261 -34%
LAM
94
Lyrical Asset Management
New York
$27.4M +$5.18M +58,651 +24%
FIM
95
Foresters Investment Management
New York
$27.1M
EVM
96
Eaton Vance Management
Massachusetts
$27M -$14.3M -162,339 -35%
ACP
97
Ashfield Capital Partners
California
$26.7M -$1.22M -13,798 -4%
AL
98
AJO LP
Pennsylvania
$25.8M -$59.7M -676,400 -70%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$23.5M +$6.08M +68,868 +36%
Principal Financial Group
100
Principal Financial Group
Iowa
$23.5M -$610K -6,906 -3%

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.