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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
Fisher Asset Management
126
Fisher Asset Management
Washington
$20.7M +$1.06M +9,465 +6%
Alyeska Investment Group
127
Alyeska Investment Group
Illinois
$20.2M +$1.68M +15,003 +10%
CCM
128
Copeland Capital Management
Pennsylvania
$19.2M +$638K +5,701 +4%
ACI
129
AMP Capital Investors
Australia
$18.9M -$2.08M -18,627 -11%
HI
130
Honeywell International
North Carolina
$18.1M
Renaissance Technologies
131
Renaissance Technologies
New York
$17.8M +$16.6M +148,700 New
MSA
132
Mason Street Advisors
Wisconsin
$17.3M +$268K +2,394 +2%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$17M -$766K -6,850 -5%
BA
134
BlackRock Advisors
Delaware
$16.9M -$247K -2,205 -2%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$16.6M -$1.83M -16,344 -11%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$16.5M -$330K -2,954 -2%
US Bancorp
137
US Bancorp
Minnesota
$16.1M -$422K -3,775 -3%
Marshall Wace
138
Marshall Wace
United Kingdom
$15.3M +$14.3M +127,723 New
AAM
139
Aberdeen Asset Management
United Kingdom
$15.3M +$10.7M +95,877 +307%
DSI
140
Daiwa SB Investments
Japan
$15.1M +$497K +4,447 +4%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$14.7M -$86.2K -771 -0.6%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$14.7M +$1.66M +14,862 +14%
First Trust Advisors
143
First Trust Advisors
Illinois
$14.4M -$2.5M -22,390 -16%
CNAM
144
Campbell Newman Asset Management
Wisconsin
$14.4M +$486K +4,349 +4%
Aviva
145
Aviva
United Kingdom
$14.3M -$70.9K -634 -0.5%
NLGIA
146
Nippon Life Global Investors Americas
New York
$14.3M +$6.23M +55,670 +88%
WI
147
Wafra Inc
New York
$14.1M -$520K -4,650 -4%
Daiwa Securities Group
148
Daiwa Securities Group
Japan
$14.1M +$5.5M +49,200 +72%
QBFM
149
QS Batterymarch Financial Management
New York
$14.1M -$4.02M -35,895 -23%
SGAM
150
Smith Group Asset Management
Texas
$13.7M +$12.8M +114,300 New

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.