Ameriprise Financial
640 hedge funds and large institutions have $21.4B invested in Ameriprise Financial in 2014 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 259 reducing their positions, and 32 closing their positions.
138% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 32
6% more capital invested
Capital invested by funds: $20.2B → $21.4B (+$1.24B)
6% more funds holding
Funds holding: 604 → 640 (+36)
0.38% more ownership
Funds ownership: 87.46% → 87.85% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
29% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 259
33% less call options, than puts
Call options by funds: $14.5M | Put options by funds: $21.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$73.9M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$73.4M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$49.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$47.9M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
RR Partners
New York
|
-$214M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$98.9M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$56.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.5M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$55.2M |
AMP Hedge Fund Activity: Q4 2014 in Review
640 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2014, worth a combined $21.4B — up 6.1% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AMP positions and 32 closed out — a net gain of 44 holders — while 183 added to existing stakes and 259 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $73.9M. The largest seller was RR Partners, cutting an estimated $214M.
- 640 institutional investors held Ameriprise Financial (AMP) as of Q4 2014, up from 604 in Q3 2014.
- Funds reported $21.4B of Ameriprise Financial stock for Q4 2014, up 6.1% quarter-over-quarter.
- 76 funds opened new Ameriprise Financial positions in Q4 2014 and 32 closed out, a net change of +44 holders.
- The largest Ameriprise Financial buyer in Q4 2014 was Viking Global Investors, an estimated $73.9M added.
- The largest Ameriprise Financial seller in Q4 2014 was RR Partners, an estimated $214M sold.
Based on aggregated 13F filings for Q4 2014.