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Ameriprise Financial
AMP

594 hedge funds and large institutions have $18.5B invested in Ameriprise Financial in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 243 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $20.7M

2% more funds holding

Funds holding: 580 → 594 (+14)

0.14% more ownership

Funds ownership: 87.25% → 87.39% (+0.14%)

5% less capital invested

Capital invested by funds: $19.5B → $18.5B (-$975M)

23% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 243

29% less funds holding in top 10

Funds holding in top 10: 17 → 12 (-5)

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.35%
New
62
Increased
186
Reduced
243
Closed
40
Calls
$30.1M
Puts
$20.7M
Net Calls
+$9.33M
Net Calls Change
+$4.37M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.4M
2
Millennium Management
Millennium Management
New York
+$80.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$65.9M
4
SB
Suntrust Banks
Georgia
+$58.4M
5
Invesco
Invesco
Georgia
+$50M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
3
O
OppenheimerFunds
New York
-$71M
4
PIM
Perkins Investment Management
Illinois
-$69.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$27.9M +$864K +7,887 +3%
AL
102
AJO LP
Pennsylvania
$26.4M -$1.51M -13,760 -5%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$26.2M -$6.97M -63,665 -21%
BJ
104
BlackRock Japan
Japan
$25.4M +$343K +3,130 +1%
APG Asset Management
105
APG Asset Management
Netherlands
$25.1M +$356K +3,255 +1%
BA
106
Boston Advisors
Massachusetts
$25M +$1.12M +10,230 +5%
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$24.9M +$944K +8,621 +4%
ZIM
108
Zacks Investment Management
Illinois
$24.1M +$1.95M +17,827 +9%
USAA
109
United Services Automobile Association
Texas
$23.3M -$2.12M -19,379 -8%
Citigroup
110
Citigroup
New York
$23.1M +$11.8M +108,182 +106%
DIA
111
Dana Investment Advisors
Wisconsin
$23M +$18.9M +172,899 +481%
CGM
112
Capital Growth Management
Massachusetts
$22.6M -$46.5M -425,000 -67%
Barclays
113
Barclays
United Kingdom
$22.3M -$27.6M -252,479 -55%
Macquarie Group
114
Macquarie Group
Australia
$21.2M +$118K +1,080 +0.6%
Two Sigma Investments
115
Two Sigma Investments
New York
$21.1M +$15.2M +139,273 +264%
CC
116
Curian Capital
Colorado
$20.6M -$530K -4,837 -3%
IGIM
117
I.G. Investment Management
Manitoba, Canada
$20.3M +$98.5K +900 +0.5%
AAMU
118
Amundi Asset Management US
Massachusetts
$20.1M +$507K +4,633 +3%
HW
119
Hancock Whitney
Mississippi
$19.5M -$506K -4,618 -3%
ACI
120
AMP Capital Investors
Australia
$19.2M -$1.85M -16,869 -9%
SCM
121
Stevens Capital Management
Pennsylvania
$19.1M +$19M +173,704 New
Lazard Asset Management
122
Lazard Asset Management
New York
$19.1M -$524K -4,783 -3%
GT
123
Glenmede Trust
Pennsylvania
$18.8M +$5.76M +52,595 +45%
RCM
124
Riverhead Capital Management
Delaware
$17.9M +$8.81M +80,452 +97%
Fisher Asset Management
125
Fisher Asset Management
Washington
$17.9M -$661K -6,041 -4%
3 4
5
6 7

AMP Hedge Fund Activity: Q1 2014 in Review

594 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2014, worth a combined $18.5B — down 5% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMP positions and 40 closed out — a net gain of 22 holders — while 186 added to existing stakes and 243 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.4M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $344M sold.

  • 594 institutional investors held Ameriprise Financial (AMP) as of Q1 2014, up from 580 in Q4 2013.
  • Funds reported $18.5B of Ameriprise Financial stock for Q1 2014, down 5% quarter-over-quarter.
  • 62 funds opened new Ameriprise Financial positions in Q1 2014 and 40 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q1 2014 was Fidelity Investments, an estimated $96.4M added.
  • The largest Ameriprise Financial seller in Q1 2014 was Davis Selected Advisers, an estimated $344M sold.

Based on aggregated 13F filings for Q1 2014.