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Ameriprise Financial

580 hedge funds and large institutions have $19.5B invested in Ameriprise Financial in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 165 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 33

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

23% more capital invested

Capital invested by funds: $15.8B → $19.5B (+$3.66B)

16% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $30.7M

11% more funds holding

Funds holding: 524580 (+56)

0.96% less ownership

Funds ownership: 88.21%87.25% (-0.96%)

31% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 239

Holders
580
Holders Change
+56
Holders Change %
+10.69%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
91
Increased
165
Reduced
239
Closed
33
Calls
$35.6M
Puts
$30.7M
Net Calls
+$4.96M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Winton Capital Management
United Kingdom
$42.8M +$21.8M +211,136 +131%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$42.3M -$2.25M -21,774 -6%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$42.1M +$34.5M +333,753 +1,050%
BIM
79
BlackRock Investment Management
Delaware
$42M -$1.85M -17,953 -5%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$42M +$258K +2,500 +0.7%
Prudential Financial
81
Prudential Financial
New Jersey
$40.3M +$266K +2,580 +0.7%
MCM
82
McKinley Capital Management
Alaska
$39.1M +$291K +2,822 +0.8%
NFA
83
Nationwide Fund Advisors
Ohio
$38.7M +$2.99M +28,997 +9%
Citadel Advisors
84
Citadel Advisors
Florida
$38.7M -$11.9M -115,116 -26%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$38.5M +$7.89M +76,358 +30%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$37.3M +$702K +6,800 +2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$36.8M -$4.53M -43,819 -12%
Bank of America
88
Bank of America
North Carolina
$36.1M +$743K +7,197 +2%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$35.2M -$438K -4,240 -1%
GF
90
Gerstein Fisher
New York
$35.2M +$6.15M +59,564 New
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$35.1M +$454K +4,400 +1%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$34.7M -$9.22M -89,275 -23%
EVM
93
Eaton Vance Management
Massachusetts
$34.3M +$172K +1,665 +0.6%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$33.5M -$2.36M -22,846 -7%
FIM
95
Foresters Investment Management
New York
$33.4M -$806K -7,800 -3%
SIA
96
Sit Investment Associates
Minnesota
$33.3M -$3.55M -34,350 -11%
ACP
97
Ashfield Capital Partners
California
$33.1M -$594K -5,748 -2%
WCM
98
Wedge Capital Management
North Carolina
$32.8M -$2.91M -28,200 -9%
MTB
99
Mizuho Trust & Banking
Japan
$30.7M -$1.6M -15,523 -5%
Principal Financial Group
100
Principal Financial Group
Iowa
$29.4M -$280K -2,707 -1%

AMP Hedge Fund Activity: Q4 2013 in Review

580 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2013, worth a combined $19.5B — up 23% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMP positions and 33 closed out — a net gain of 58 holders — while 165 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Norges Bank, cutting an estimated $170M.

  • 580 institutional investors held Ameriprise Financial (AMP) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $19.5B of Ameriprise Financial stock for Q4 2013, up 23% quarter-over-quarter.
  • 91 funds opened new Ameriprise Financial positions in Q4 2013 and 33 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q4 2013 was Goldman Sachs, an estimated $68.4M added.
  • The largest Ameriprise Financial seller in Q4 2013 was Norges Bank, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.