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Ameriprise Financial

639 hedge funds and large institutions have $21.4B invested in Ameriprise Financial in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $20.1B → $21.4B (+$1.27B)

6% more funds holding

Funds holding: 603639 (+36)

0.38% more ownership

Funds ownership: 87.46%87.85% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 259

33% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $21.5M

Holders
639
Holders Change
+36
Holders Change %
+5.97%
% of All Funds
17.04%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
76
Increased
183
Reduced
259
Closed
32
Calls
$14.5M
Puts
$21.5M
Net Calls
-$7.03M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
76
Westfield Capital Management
Massachusetts
$51M -$10.3M -81,645 -17%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$50.7M -$5.95K -47 -0%
BIM
78
BlackRock Investment Management
Delaware
$50.5M +$292K +2,305 +0.6%
ACP
79
Ashfield Capital Partners
California
$50.3M -$1.28M -10,145 -3%
Canada Life
80
Canada Life
Manitoba, Canada
$50.2M -$147K -1,162 -0.3%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$49.9M -$10.7M -84,760 -18%
ACM
82
Americafirst Capital Management
California
$49.6M +$47.4K +375 New
NP
83
NorthRock Partners
Minnesota
$49.3M +$47.1M +372,408 New
USAA
84
United Services Automobile Association
Texas
$49.1M +$9.41M +74,357 +25%
Morgan Stanley
85
Morgan Stanley
New York
$48.4M -$1.56M -12,344 -3%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$47.8M +$421K +3,331 +0.9%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$46.9M +$735K +5,812 +2%
DIA
88
Dana Investment Advisors
Wisconsin
$46.3M +$16.1M +127,204 +57%
Capital International Investors
89
Capital International Investors
California
$46.1M +$25.6M +202,000 +138%
Principal Financial Group
90
Principal Financial Group
Iowa
$41.9M -$1.25M -9,866 -3%
Bank of America
91
Bank of America
North Carolina
$41.6M -$195K -1,543 -0.5%
NFA
92
Nationwide Fund Advisors
Ohio
$40.9M -$570K -4,502 -1%
EVM
93
Eaton Vance Management
Massachusetts
$40.8M +$845K +6,682 +2%
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$39.4M -$20.9M -164,856 -36%
GC
95
Guggenheim Capital
Illinois
$38.9M -$4.72M -37,277 -11%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$38.7M +$3.19M +25,248 +9%
FIM
97
Foresters Investment Management
New York
$38.7M +$253K +2,000 +0.7%
Nordea Investment Management
98
Nordea Investment Management
Sweden
$38.4M -$31.6M -249,405 -46%
MTB
99
Mizuho Trust & Banking
Japan
$38.3M +$5.59M +44,172 +18%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$37.8M +$63K +498 +0.2%

AMP Hedge Fund Activity: Q4 2014 in Review

639 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2014, worth a combined $21.4B — up 6.3% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AMP positions and 32 closed out — a net gain of 44 holders — while 183 added to existing stakes and 259 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $73.9M. The largest seller was RR Partners, cutting an estimated $214M.

  • 639 institutional investors held Ameriprise Financial (AMP) as of Q4 2014, up from 603 in Q3 2014.
  • Funds reported $21.4B of Ameriprise Financial stock for Q4 2014, up 6.3% quarter-over-quarter.
  • 76 funds opened new Ameriprise Financial positions in Q4 2014 and 32 closed out, a net change of +44 holders.
  • The largest Ameriprise Financial buyer in Q4 2014 was Viking Global Investors, an estimated $73.9M added.
  • The largest Ameriprise Financial seller in Q4 2014 was RR Partners, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2014.