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Ameriprise Financial

817 hedge funds and large institutions have $21.5B invested in Ameriprise Financial in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 272 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 34

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

13% more capital invested

Capital invested by funds: $19B → $21.5B (+$2.5B)

13% more funds holding

Funds holding: 724817 (+93)

0.69% more ownership

Funds ownership: 85.3%85.99% (+0.69%)

6% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 272

11% less call options, than puts

Call options by funds: $19.2M | Put options by funds: $21.7M

Holders
817
Holders Change
+93
Holders Change %
+12.85%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.36%
New
129
Increased
256
Reduced
272
Closed
34
Calls
$19.2M
Puts
$21.7M
Net Calls
-$2.48M
Net Calls Change
-$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$159M +$16.6M +103,666 +12%
Bank of America
27
Bank of America
North Carolina
$155M -$26.8M -167,533 -16%
EIP
28
Epoch Investment Partners
New York
$153M -$7.22M -45,064 -5%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$152M -$13.6M -84,900 -9%
AL
30
AJO LP
Pennsylvania
$145M -$18.7M -116,972 -12%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$143M +$20.7M +129,306 +18%
TA
32
Teachers Advisors
New York
$127M -$3.59M -22,392 -3%
Legal & General Group
33
Legal & General Group
United Kingdom
$126M -$5.02M -31,302 -4%
PPA
34
Parametric Portfolio Associates
Washington
$125M +$7.3M +45,574 +7%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$123M -$32.7M -204,373 -22%
UBS AM
36
UBS AM
Illinois
$118M -$4.45M -27,769 -4%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$112M -$20.4M -127,389 -16%
Victory Capital Management
38
Victory Capital Management
Texas
$111M +$16.5M +103,171 +19%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$110M +$41.8M +260,672 +68%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$105M +$21.5M +134,310 +28%
Charles Schwab
41
Charles Schwab
California
$103M +$7M +43,694 +8%
Principal Financial Group
42
Principal Financial Group
Iowa
$96.8M +$11.6M +72,466 +15%
BGC
43
Beutel, Goodman & Co
Ontario, Canada
$96.6M -$52M -324,379 -31%
GT
44
Glenmede Trust
Pennsylvania
$93.8M -$721K -4,500 -0.8%
ClearBridge Investments
45
ClearBridge Investments
New York
$93.6M -$1.99M -12,388 -2%
APG Asset Management
46
APG Asset Management
Netherlands
$88.6M -$37.8M -236,100 -27%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$87.9M +$1.54M +9,602 +2%
Prudential Financial
48
Prudential Financial
New Jersey
$85.2M -$10.8M -67,530 -12%
Axa
49
Axa
France
$84.3M +$16.6M +103,465 +26%
EAM
50
Eagle Asset Management
Florida
$83.4M +$9.75M +60,850 +14%