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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
USAA
101
United Services Automobile Association
Texas
$32M +$6.21M +55,535 +26%
MTB
102
Mizuho Trust & Banking
Japan
$31.8M -$2.27M -20,315 -7%
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$31.8M -$1.43M -12,803 -5%
SIA
104
Sit Investment Associates
Minnesota
$31.7M -$1.45M -12,965 -5%
CGM
105
Capital Growth Management
Massachusetts
$31.2M +$6.15M +55,000 +27%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$30.3M -$162K -1,451 -0.6%
CCMH
107
Cornerstone Capital Management Holdings
New York
$28.1M +$15.9M +141,746 +153%
ZIM
108
Zacks Investment Management
Illinois
$27.7M +$1.3M +11,634 +5%
BA
109
Boston Advisors
Massachusetts
$27.7M +$358K +3,202 +1%
Robeco Institutional Asset Management
110
Robeco Institutional Asset Management
Netherlands
$27M -$141K -1,263 -0.6%
DIA
111
Dana Investment Advisors
Wisconsin
$26.1M +$979K +8,753 +4%
GT
112
Glenmede Trust
Pennsylvania
$25.9M +$5.04M +45,096 +26%
Barclays
113
Barclays
United Kingdom
$25.9M +$1.41M +12,648 +6%
CRM
114
Cramer Rosenthal McGlynn
Connecticut
$24.5M +$22.8M +204,150 New
BJ
115
BlackRock Japan
Japan
$24.2M -$3.23M -28,912 -13%
Citigroup
116
Citigroup
New York
$23.5M -$1.61M -14,428 -7%
Macquarie Group
117
Macquarie Group
Australia
$22.9M -$198K -1,770 -0.9%
CC
118
Curian Capital
Colorado
$22.8M +$256K +2,290 +1%
PI
119
Putnam Investments
Massachusetts
$22.2M +$3.04M +27,156 +17%
IGIM
120
I.G. Investment Management
Manitoba, Canada
$22.1M +$21.8K +195 +0.1%
AAMU
121
Amundi Asset Management US
Massachusetts
$22M +$163K +1,454 +0.8%
HW
122
Hancock Whitney
Mississippi
$21.6M +$345K +3,081 +2%
Citadel Advisors
123
Citadel Advisors
Florida
$21.6M -$64.7M -578,302 -76%
Lazard Asset Management
124
Lazard Asset Management
New York
$21.1M +$244K +2,185 +1%
BCIM
125
British Columbia Investment Management
British Columbia, Canada
$20.8M +$6.07M +54,299 +46%

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.