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Ameriprise Financial

724 hedge funds and large institutions have $19B invested in Ameriprise Financial in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 228 increasing their positions, 268 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

86% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 43

28% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $25.8M

16% more capital invested

Capital invested by funds: $16.3B → $19B (+$2.62B)

4% more funds holding

Funds holding: 697724 (+27)

1.13% more ownership

Funds ownership: 84.17%85.3% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 268

Holders
724
Holders Change
+27
Holders Change %
+3.87%
% of All Funds
18.05%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.25%
New
80
Increased
228
Reduced
268
Closed
43
Calls
$33.1M
Puts
$25.8M
Net Calls
+$7.29M
Net Calls Change
+$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
426
Poplar Forest Capital
California
$683K +$223K +1,600 +53%
FBFS
427
First Business Financial Services
Wisconsin
$670K +$61.6K +441 +11%
OAM
428
Oppenheimer Asset Management
New York
$669K +$27.9K +200 +5%
II
429
IFM Investors
Australia
$666K
PAM
430
Paradigm Asset Management
New York
$662K -$218K -1,559 -26%
BWA
431
BDO Wealth Advisors
Florida
$651K -$27.9K -200 -4%
AP
432
Advisor Partners
California
$647K +$1.96K +14 +0.3%
FB
433
Fulton Bank
Pennsylvania
$644K -$41.6K -298 -6%
SG Americas Securities
434
SG Americas Securities
New York
$634K -$3.16M -22,601 -84%
AT
435
Arden Trust
Delaware
$634K -$74.7K -535 -11%
WI
436
Wintrust Investments
Illinois
$622K -$2.09K -15 -0.4%
SWP
437
Stratos Wealth Partners
Ohio
$618K +$96.1K +688 +20%
GC
438
Globeflex Capital
California
$615K -$966K -6,922 -63%
JIC
439
Johnson Investment Counsel
Ohio
$613K -$31.4K -225 -5%
W
440
Wealthfront
California
$612K -$14.2K -102 -2%
CFA
441
Camarda Financial Advisors
Florida
$608K -$28.5K -204 -5%
IRF
442
IBM Retirement Fund
New York
$608K
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$599K -$20.1K -144 -3%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$594K +$14K +100 +3%
USGIU
445
U.S. Global Investors (USGI)
Texas
$594K +$78.5K +562 +16%
WA
446
Wasatch Advisors
Utah
$589K +$168K +1,200 +43%
CTC
447
Central Trust Company
Missouri
$582K
CAPTRUST Financial Advisors
448
CAPTRUST Financial Advisors
North Carolina
$580K +$517K +3,702 New
FWM
449
Frontier Wealth Management
Missouri
$576K -$24K -172 -4%
MERSOM
450
Municipal Employees' Retirement System of Michigan
Michigan
$575K -$183K -1,310 -25%