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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
Canada Life
76
Canada Life
Manitoba, Canada
$46.6M -$1.81M -16,184 -4%
AllianceBernstein
77
AllianceBernstein
Tennessee
$46.4M -$12.1M -107,743 -22%
BIM
78
BlackRock Investment Management
Delaware
$46.4M +$1.93M +17,281 +5%
Cohen & Steers
79
Cohen & Steers
New York
$46.2M -$10.3M -92,250 -19%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$41.9M +$313K +2,800 +0.8%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$41.2M +$11.8M +105,201 +44%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$40.5M +$1.71M +15,245 +5%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$39.7M +$4.13M +36,900 +13%
NFA
84
Nationwide Fund Advisors
Ohio
$39.5M -$1.22M -10,904 -3%
RIM
85
RS Investment Management
California
$38.7M -$4.5M -40,246 -11%
RCM
86
Riverhead Capital Management
Delaware
$37.8M +$17M +152,300 +93%
Principal Financial Group
87
Principal Financial Group
Iowa
$37.8M -$60.6M -541,876 -63%
American Century Companies
88
American Century Companies
Missouri
$37.4M +$5.43M +48,538 +18%
GC
89
Guggenheim Capital
Illinois
$36.7M +$2.07M +18,543 +6%
APG Asset Management
90
APG Asset Management
Netherlands
$36.3M +$8.25M +73,741 +32%
Morgan Stanley
91
Morgan Stanley
New York
$36.1M -$3.85M -34,428 -10%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$36.1M +$279K +2,490 +0.8%
Bank of America
93
Bank of America
North Carolina
$35.8M -$1.6M -14,344 -5%
MCM
94
McKinley Capital Management
Alaska
$35.8M -$2.2M -19,643 -6%
EVM
95
Eaton Vance Management
Massachusetts
$35.6M -$224K -2,001 -0.7%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$35.2M -$211K -1,887 -0.6%
FIM
97
Foresters Investment Management
New York
$34.8M +$55.9K +500 +0.2%
WCM
98
Wedge Capital Management
North Carolina
$34M +$1.13M +10,100 +4%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$33.5M -$28.8M -257,119 -48%
FWCM
100
Ferguson Wellman Capital Management
Oregon
$33.2M -$18.2M -163,036 -37%

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.