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Ameriprise Financial

524 hedge funds and large institutions have $15.8B invested in Ameriprise Financial in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 157 increasing their positions, 213 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $14.1B → $15.8B (+$1.75B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 506524 (+18)

1.08% more ownership

Funds ownership: 87.13%88.21% (+1.1%)

3% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.8M

26% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 213

Holders
524
Holders Change
+18
Holders Change %
+3.56%
% of All Funds
16.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
56
Increased
157
Reduced
213
Closed
34
Calls
$23M
Puts
$23.8M
Net Calls
-$788K
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
126
Daiwa SB Investments
Japan
$15.3M -$1.67M -18,926 -10%
PI
127
Putnam Investments
Massachusetts
$15.1M +$235K +2,662 +2%
ACI
128
AMP Capital Investors
Australia
$14.9M +$3.37M +38,205 +31%
WCM
129
Winton Capital Management
United Kingdom
$14.7M +$2.79M +31,605 +24%
CCM
130
Copeland Capital Management
Pennsylvania
$14.6M -$19K -215 -0.1%
Citigroup
131
Citigroup
New York
$14.4M +$257K +2,907 +2%
BA
132
BlackRock Advisors
Delaware
$13.9M -$113K -1,279 -0.8%
HI
133
Honeywell International
North Carolina
$13.5M
RCAMU
134
Rothschild & Co Asset Management US
Connecticut
$13.5M -$702K -7,949 -5%
PI
135
PGGM Investments
Netherlands
$13.3M +$389K +4,405 +3%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$13.1M +$75.5K +855 +0.6%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$12.8M +$2.85M +32,300 +30%
QBFM
138
QS Batterymarch Financial Management
New York
$12.7M -$17.7K -200 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
139
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.5M -$2.37M -26,800 -16%
US Bancorp
140
US Bancorp
Minnesota
$12.1M -$108K -1,218 -0.9%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$11.7M +$7.73M +87,540 +212%
MCM
142
Moore Capital Management
New York
$11.4M -$6.62M -75,000 -38%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$11.4M -$261K -2,957 -2%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$11.3M -$14.6M -164,982 -57%
CB
145
Commerce Bank
Missouri
$11.2M -$140K -1,589 -1%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$11.1M -$1.64M -18,536 -13%
WI
147
Wafra Inc
New York
$11.1M
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$10.7M -$226K -2,560 -2%
CCMH
149
Cornerstone Capital Management Holdings
New York
$10.6M +$1.91M +21,673 +23%
LI
150
LMCG Investments
Massachusetts
$10.2M +$1.36M +15,377 +16%

AMP Hedge Fund Activity: Q3 2013 in Review

524 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2013, worth a combined $15.8B — up 12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMP positions and 34 closed out — a net gain of 22 holders — while 157 added to existing stakes and 213 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $74.3M. The largest seller was Norges Bank, cutting an estimated $151M.

  • 524 institutional investors held Ameriprise Financial (AMP) as of Q3 2013, up from 506 in Q2 2013.
  • Funds reported $15.8B of Ameriprise Financial stock for Q3 2013, up 12% quarter-over-quarter.
  • 56 funds opened new Ameriprise Financial positions in Q3 2013 and 34 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q3 2013 was OppenheimerFunds, an estimated $74.3M added.
  • The largest Ameriprise Financial seller in Q3 2013 was Norges Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2013.