We are live on ! Find out more
AMP icon

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
STC
176
SEI Trust Company
Pennsylvania
$9.43M -$3.13M -28,021 -26%
SOMRS
177
State of Michigan Retirement System
Michigan
$9.34M -$11.2K -100 -0.1%
PP
178
PDT Partners
New York
$9.34M +$2.01M +17,997 +30%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$9.33M -$1.6M -14,343 -16%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$9.27M -$526K -4,700 -6%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$9.14M +$176K +1,573 +2%
AIA
182
Avalon Investment & Advisory
Texas
$9.07M +$8.45M +75,562 New
EA
183
Euclid Advisors
Connecticut
$9.05M -$2.27M -20,330 -21%
ProShare Advisors
184
ProShare Advisors
Maryland
$9.02M -$284K -2,540 -3%
ARC
185
Absolute Return Capital
Massachusetts
$8.99M +$3.42M +30,538 +69%
AG
186
Aperio Group
California
$8.95M +$105K +939 +1%
Public Sector Pension Investment Board (PSP Investments)
187
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.58M +$179K +1,602 +2%
AP
188
Atwood & Palmer
Missouri
$8.49M -$3.1M -27,748 -28%
BPBT
189
Boston Private Bank & Trust
Massachusetts
$8.41M +$11.7K +105 +0.2%
Brown Advisory
190
Brown Advisory
Maryland
$8.33M +$680K +6,077 +10%
KFC
191
Klingenstein Fields & Co
New York
$8.07M
TSU
192
TD Securities (USA)
New York
$7.96M +$418K +3,741 +6%
RIM
193
Rainier Investment Management
Washington
$7.93M +$7.39M +66,070 New
Asset Management One
194
Asset Management One
Japan
$7.77M
AC
195
Allstate Corporation
Illinois
$7.68M +$3.98M +35,604 +125%
FG
196
FSI Group
Ohio
$7.65M +$7.13M +63,711 New
MI
197
Markston International
New York
$7.46M -$147K -1,315 -2%
OI
198
Oakbrook Investments
Illinois
$7.45M +$1.69M +15,125 +32%
Korea Investment Corp
199
Korea Investment Corp
South Korea
$7.44M -$3.03M -27,100 -30%
JAM
200
Jupiter Asset Management
United Kingdom
$7.43M +$6.92M +61,900 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.