We are live on ! Find out more
AMP icon

Ameriprise Financial

665 hedge funds and large institutions have $19.8B invested in Ameriprise Financial in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 239 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $18.1M

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 257

8% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 64

1.22% less ownership

Funds ownership: 88.87%87.64% (-1.2%)

2% less funds holding

Funds holding: 679665 (-14)

6% less capital invested

Capital invested by funds: $21.1B → $19.8B (-$1.35B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
665
Holders Change
-14
Holders Change %
-2.06%
% of All Funds
17.92%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.38%
New
59
Increased
239
Reduced
257
Closed
64
Calls
$34.3M
Puts
$18.1M
Net Calls
+$16.1M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
501
First American Bank
Illinois
$344K
RJT
502
Raymond James Trust
Florida
$332K -$5.74K -45 -2%
Fayez Sarofim & Co
503
Fayez Sarofim & Co
Texas
$331K
ALA
504
Atherton Lane Advisers
California
$329K -$39.8K -312 -11%
CPS
505
Counsel Portfolio Services
Ontario, Canada
$325K
GAM
506
Guinness Asset Management
United Kingdom
$325K +$76.5K +600 +30%
SI
507
SII Investments
Wisconsin
$318K +$29.3K +230 +10%
PAG
508
Private Advisor Group
New Jersey
$317K -$116K -907 -26%
SC
509
Savant Capital
Illinois
$317K +$10.2K +80 +3%
AAM
510
Auxier Asset Management
Oregon
$312K
PI
511
Pettee Investors
Connecticut
$312K
FPCG
512
Fort Pitt Capital Group
Pennsylvania
$304K -$4.33K -34 -1%
HCM
513
Hilton Capital Management
New York
$300K
MPI
514
Mairs & Power Inc
Minnesota
$299K
HPC
515
HM Payson & Co
Maine
$296K
GIM
516
Groesbeck Investment Management
New Jersey
$296K +$59.9K +470 +25%
FNB
517
First Niagara Bank
New York
$294K -$57.1K -448 -16%
PCA
518
Peddock Capital Advisors
Massachusetts
$294K +$58.5K +459 +24%
W
519
Wealthfront
California
$289K +$41.3K +324 +16%
FWM
520
Frontier Wealth Management
Missouri
$287K
FBA
521
Front Barnett Associates
Illinois
$283K
BJL
522
Brighton Jones LLC
Washington
$272K
TIM
523
Thompson Investment Management
Wisconsin
$269K
PC
524
Passport Capital
California
$267K +$273K +2,140 New
MC
525
Maverick Capital
Texas
$264K +$28K +220 +12%