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Ameriprise Financial

603 hedge funds and large institutions have $20.1B invested in Ameriprise Financial in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 241 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $15.4M

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 594603 (+9)

1% more capital invested

Capital invested by funds: $20B → $20.1B (+$128M)

0.37% less ownership

Funds ownership: 87.83%87.46% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 241

Holders
603
Holders Change
+9
Holders Change %
+1.52%
% of All Funds
17.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
52
Increased
190
Reduced
241
Closed
37
Calls
$22.7M
Puts
$15.4M
Net Calls
+$7.29M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B -$76.3M -621,669 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2B +$11.1M +90,415 +0.9%
State Street
3
State Street
Massachusetts
$1.05B +$25.4M +207,406 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$904M -$170M -1,387,009 -16%
JP Morgan Chase
5
JP Morgan Chase
New York
$820M -$106M -866,708 -12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$746M -$25.4M -207,174 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$620M -$36.5M -297,407 -6%
BIT
8
BlackRock Institutional Trust
California
$602M -$24.9M -202,967 -4%
Allianz Asset Management
9
Allianz Asset Management
Germany
$483M -$22.3M -181,889 -4%
LSV Asset Management
10
LSV Asset Management
Illinois
$449M -$15.1M -123,400 -3%
IC
11
Institutional Capital
Illinois
$447M +$319M +2,598,997 +254%
TCIM
12
TIAA CREF Investment Management
New York
$372M -$463K -3,774 -0.1%
Northern Trust
13
Northern Trust
Illinois
$339M +$6.75M +54,991 +2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$333M -$1.61M -13,092 -0.5%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$313M +$22.2M +180,609 +8%
BFA
16
BlackRock Fund Advisors
California
$308M +$6.08M +49,552 +2%
RP
17
RR Partners
New York
$287M
Invesco
18
Invesco
Georgia
$271M +$7.54M +61,442 +3%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$256M +$4.12M +33,603 +2%
TG
20
TCW Group
California
$238M +$13.3M +108,674 +6%
Deutsche Bank
21
Deutsche Bank
Germany
$211M -$43.1M -351,115 -17%
VFA
22
Virtus Fund Advisers
Connecticut
$206M -$9.68M -78,864 -5%
GE
23
General Electric
Ohio
$179M -$23.1M -188,001 -11%
BG
24
BlackRock Group
United Kingdom
$177M -$2.97M -24,222 -2%
Goldman Sachs
25
Goldman Sachs
New York
$168M -$42.1M -342,902 -20%