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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.62B +$161M +1,443,799 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.15B +$15.4M +137,576 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.05B -$58M -518,716 -6%
State Street
4
State Street
Massachusetts
$998M -$13.4M -119,889 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$902M -$15.6M -139,333 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$751M +$22.2M +198,861 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$639M -$10.5M -93,982 -2%
BIT
8
BlackRock Institutional Trust
California
$610M -$974K -8,709 -0.2%
Allianz Asset Management
9
Allianz Asset Management
Germany
$492M +$26.7M +238,817 +6%
LSV Asset Management
10
LSV Asset Management
Illinois
$452M -$25.3M -226,363 -6%
Norges Bank
11
Norges Bank
Norway
$397M -$33.7M -300,979 -8%
TCIM
12
TIAA CREF Investment Management
New York
$362M +$1.12M +10,040 +0.3%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$325M +$703K +6,289 +0.2%
Northern Trust
14
Northern Trust
Illinois
$323M -$13.7M -122,483 -4%
BFA
15
BlackRock Fund Advisors
California
$294M +$1.43M +12,819 +0.5%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$282M -$3.2M -28,623 -1%
RP
17
RR Partners
New York
$279M +$4.14M +37,000 +2%
Invesco
18
Invesco
Georgia
$256M +$87.6M +783,056 +58%
Deutsche Bank
19
Deutsche Bank
Germany
$247M +$10.6M +94,867 +5%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$245M +$9.76M +87,292 +4%
TG
21
TCW Group
California
$219M -$9.25M -82,713 -4%
VFA
22
Virtus Fund Advisers
Connecticut
$210M +$195M +1,746,090 New
Goldman Sachs
23
Goldman Sachs
New York
$204M +$5.2M +46,511 +3%
GE
24
General Electric
Ohio
$196M -$589K -5,270 -0.3%
BG
25
BlackRock Group
United Kingdom
$175M +$12.2M +108,918 +8%

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.