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Ameriprise Financial

580 hedge funds and large institutions have $19.5B invested in Ameriprise Financial in 2013 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 165 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 33

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

23% more capital invested

Capital invested by funds: $15.8B → $19.5B (+$3.66B)

16% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $30.7M

11% more funds holding

Funds holding: 524580 (+56)

0.96% less ownership

Funds ownership: 88.21%87.25% (-0.96%)

31% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 239

Holders
580
Holders Change
+56
Holders Change %
+10.69%
% of All Funds
16.83%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.49%
New
91
Increased
165
Reduced
239
Closed
33
Calls
$35.6M
Puts
$30.7M
Net Calls
+$4.96M
Net Calls Change
+$5.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.28B -$80M -774,693 -6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B +$58.3M +564,055 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.08B +$8.42M +81,562 +0.9%
State Street
4
State Street
Massachusetts
$1.01B +$758K +7,335 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$892M -$57.3M -554,854 -7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$700M +$35.7M +345,844 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$586M +$17M +164,603 +3%
BIT
8
BlackRock Institutional Trust
California
$585M -$13.6M -131,972 -3%
LSV Asset Management
9
LSV Asset Management
Illinois
$489M -$58.9M -570,297 -12%
Allianz Asset Management
10
Allianz Asset Management
Germany
$482M -$61M -591,112 -12%
Norges Bank
11
Norges Bank
Norway
$443M -$170M -1,645,950 -30%
TCIM
12
TIAA CREF Investment Management
New York
$346M +$2.84M +27,513 +0.9%
DSA
13
Davis Selected Advisers
Arizona
$344M -$13.3M -129,001 -4%
Northern Trust
14
Northern Trust
Illinois
$315M +$3.04M +29,394 +1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$305M -$22.1M -213,725 -7%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$298M +$2.08M +20,142 +0.8%
BFA
17
BlackRock Fund Advisors
California
$285M -$6.31M -61,073 -2%
RP
18
RR Partners
New York
$254M +$5.16M +50,000 +2%
O
19
OppenheimerFunds
New York
$249M -$1.55M -15,050 -0.7%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$233M +$2.04M +19,796 +1%
TG
21
TCW Group
California
$221M -$5.5M -53,260 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$214M -$20.3M -196,817 -10%
GE
23
General Electric
Ohio
$211M -$16.3M -157,749 -8%
JHIU
24
Janus Henderson Investors US
Colorado
$170M +$14.5M +140,625 +11%
Goldman Sachs
25
Goldman Sachs
New York
$167M +$68.4M +662,266 +84%

AMP Hedge Fund Activity: Q4 2013 in Review

580 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2013, worth a combined $19.5B — up 23% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMP positions and 33 closed out — a net gain of 58 holders — while 165 added to existing stakes and 239 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Norges Bank, cutting an estimated $170M.

  • 580 institutional investors held Ameriprise Financial (AMP) as of Q4 2013, up from 524 in Q3 2013.
  • Funds reported $19.5B of Ameriprise Financial stock for Q4 2013, up 23% quarter-over-quarter.
  • 91 funds opened new Ameriprise Financial positions in Q4 2013 and 33 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q4 2013 was Goldman Sachs, an estimated $68.4M added.
  • The largest Ameriprise Financial seller in Q4 2013 was Norges Bank, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.