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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
HCM
476
Howland Capital Management
Massachusetts
$462K
DWA
477
Dorsey Wright & Associates
California
$452K +$425K +3,044 New
MYAM
478
Meiji Yasuda Asset Management
Japan
$448K
TCOV
479
Trust Company of Vermont
Vermont
$447K -$7.54K -54 -2%
UB
480
UMB Bank
Missouri
$446K -$78K -559 -16%
PI
481
Pettee Investors
Connecticut
$446K
Capstone Investment Advisors
482
Capstone Investment Advisors
New York
$445K -$5.53M -39,600 -93%
MML Investors Services
483
MML Investors Services
Massachusetts
$444K +$139K +994 +50%
Dodge & Cox
484
Dodge & Cox
California
$437K
CSIC
485
Clifford Swan Investment Counsel
California
$435K -$106K -756 -21%
NIT
486
NumerixS Investment Technologies
British Columbia, Canada
$431K -$1.37M -9,798 -77%
FPCP
487
Fort Point Capital Partners
California
$431K +$405K +2,899 New
IR
488
Invictus RG
Bermuda
$427K +$216K +1,548 +116%
PFSC
489
Peoples Financial Services Corp
Pennsylvania
$425K
BCM
490
Bayesian Capital Management
New York
$419K +$394K +2,821 New
Cambridge Investment Research Advisors
491
Cambridge Investment Research Advisors
Iowa
$410K +$140K +1,004 +57%
ZCA
492
Zeke Capital Advisors
Pennsylvania
$405K +$134K +959 +54%
DW
493
Domani Wealth
Pennsylvania
$401K
HK
494
Horizon Kinetics
New York
$398K
PAG
495
Private Advisor Group
New Jersey
$397K -$96.9K -694 -21%
PCM
496
Perritt Capital Management
Illinois
$390K -$10.5K -75 -3%
BRWA
497
B. Riley Wealth Advisors
Florida
$389K -$77.8K -557 -18%
AZA
498
Arthur Zaske & Associates
Michigan
$388K
EGA
499
E&G Advisors
Texas
$386K +$83.8K +600 +30%
KI
500
Koch Industries
Kansas
$385K +$362K +2,591 New