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Ameriprise Financial
AMP

594 hedge funds and large institutions have $18.5B invested in Ameriprise Financial in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 186 increasing their positions, 243 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 40

45% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $20.7M

2% more funds holding

Funds holding: 580 → 594 (+14)

0.14% more ownership

Funds ownership: 87.25% → 87.39% (+0.14%)

5% less capital invested

Capital invested by funds: $19.5B → $18.5B (-$975M)

23% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 243

29% less funds holding in top 10

Funds holding in top 10: 17 → 12 (-5)

Holders
594
Holders Change
+14
Holders Change %
+2.41%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.35%
New
62
Increased
186
Reduced
243
Closed
40
Calls
$30.1M
Puts
$20.7M
Net Calls
+$9.33M
Net Calls Change
+$4.37M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.4M
2
Millennium Management
Millennium Management
New York
+$80.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$65.9M
4
SB
Suntrust Banks
Georgia
+$58.4M
5
Invesco
Invesco
Georgia
+$50M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
3
O
OppenheimerFunds
New York
-$71M
4
PIM
Perkins Investment Management
Illinois
-$69.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B +$96.4M +880,428 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B +$4.08M +37,298 +0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.02B -$211M -1,924,590 -17%
State Street
4
State Street
Massachusetts
$929M -$34M -310,834 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$842M -$11.4M -103,944 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$667M -$2.52M -22,987 -0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$597M +$36.2M +330,740 +6%
BIT
8
BlackRock Institutional Trust
California
$560M +$853K +7,794 +0.2%
LSV Asset Management
9
LSV Asset Management
Illinois
$439M -$28.6M -261,432 -6%
Allianz Asset Management
10
Allianz Asset Management
Germany
$425M -$36.2M -330,958 -8%
Norges Bank
11
Norges Bank
Norway
$397M -$26.3M -240,089 -6%
TCIM
12
TIAA CREF Investment Management
New York
$331M -$627K -5,723 -0.2%
Northern Trust
13
Northern Trust
Illinois
$310M +$8.76M +80,049 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$298M +$5.61M +51,238 +2%
IIS
15
Ignis Investment Services
United Kingdom
$275M +$27.7M +252,617 New
BFA
16
BlackRock Fund Advisors
California
$268M -$4.03M -36,781 -1%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$262M -$23.2M -211,853 -8%
RP
18
RR Partners
New York
$252M +$9.42M +86,000 +4%
Deutsche Bank
19
Deutsche Bank
Germany
$216M +$11.9M +108,542 +6%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$215M -$8.14M -74,364 -4%
TG
21
TCW Group
California
$210M -$2.23M -20,409 -1%
JHIU
22
Janus Henderson Investors US
Colorado
$209M +$46M +420,500 +29%
Goldman Sachs
23
Goldman Sachs
New York
$182M +$22M +201,027 +14%
GE
24
General Electric
Ohio
$181M -$21.1M -192,902 -11%
O
25
OppenheimerFunds
New York
$167M -$71M -648,750 -30%
1
2 3 4 5

AMP Hedge Fund Activity: Q1 2014 in Review

594 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2014, worth a combined $18.5B — down 5% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new AMP positions and 40 closed out — a net gain of 22 holders — while 186 added to existing stakes and 243 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.4M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $344M sold.

  • 594 institutional investors held Ameriprise Financial (AMP) as of Q1 2014, up from 580 in Q4 2013.
  • Funds reported $18.5B of Ameriprise Financial stock for Q1 2014, down 5% quarter-over-quarter.
  • 62 funds opened new Ameriprise Financial positions in Q1 2014 and 40 closed out, a net change of +22 holders.
  • The largest Ameriprise Financial buyer in Q1 2014 was Fidelity Investments, an estimated $96.4M added.
  • The largest Ameriprise Financial seller in Q1 2014 was Davis Selected Advisers, an estimated $344M sold.

Based on aggregated 13F filings for Q1 2014.