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
N
201
Nuveen
North Carolina
$7.28M +$1.1M +9,859 +19%
FP
202
Foundry Partners
Minnesota
$7.04M -$9.72M -86,921 -60%
BCM
203
Bridgeway Capital Management
Texas
$7.03M +$6.55M +58,580 New
LBC
204
Lowe Brockenbrough & Co
Virginia
$6.98M -$36.9K -330 -0.6%
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.92M -$46.8K -418 -0.7%
Comerica Bank
206
Comerica Bank
Texas
$6.81M -$2.13M -19,074 -25%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$6.74M
Arrowstreet Capital
208
Arrowstreet Capital
Massachusetts
$6.73M -$33M -295,227 -84%
Ameriprise
209
Ameriprise
Minnesota
$6.73M -$119K -1,065 -2%
SG Americas Securities
210
SG Americas Securities
New York
$6.62M -$7.31M -65,374 -54%
ASRS
211
Arizona State Retirement System
Arizona
$6.38M -$101K -900 -2%
FAF
212
Fjarde Ap-fonden
Sweden
$6.15M -$530K -4,737 -8%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$6.06M -$223K -1,996 -4%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$6.05M -$774K -6,916 -12%
TTWM
215
TCV Trust & Wealth Management
Virginia
$6.01M -$198K -1,772 -3%
EAM
216
EverPoint Asset Management
Connecticut
$6M +$5.59M +50,000 New
Grantham, Mayo, Van Otterloo & Co (GMO)
217
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.84M -$1.73M -15,495 -24%
EIM
218
ExxonMobil Investment Management
Texas
$5.8M -$188K -1,678 -3%
IRF
219
IBM Retirement Fund
New York
$5.79M -$78.3K -700 -1%
KKRC
220
Kohlberg Kravis Roberts & Co
New York
$5.56M
SCM
221
Sterling Capital Management
North Carolina
$5.52M +$822K +7,350 +19%
SAM
222
Symphony Asset Management
California
$5.45M +$164K +1,465 +3%
DILH
223
Dai-ichi Life Holdings
Japan
$5.41M -$1.25M -11,183 -20%
WBC
224
Westpac Banking Corp
Australia
$5.36M -$252K -2,249 -5%
Royal London Asset Management
225
Royal London Asset Management
United Kingdom
$5.33M -$25.6K -229 -0.5%

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.