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Ameriprise Financial

603 hedge funds and large institutions have $20.1B invested in Ameriprise Financial in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 190 increasing their positions, 241 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $15.4M

41% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 37

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 594603 (+9)

1% more capital invested

Capital invested by funds: $20B → $20.1B (+$128M)

0.37% less ownership

Funds ownership: 87.83%87.46% (-0.37%)

21% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 241

Holders
603
Holders Change
+9
Holders Change %
+1.52%
% of All Funds
17.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.35%
New
52
Increased
190
Reduced
241
Closed
37
Calls
$22.7M
Puts
$15.4M
Net Calls
+$7.29M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
SRB Corp
Massachusetts
$138K +$137K +1,115 New
GLI
527
Guardian Life Insurance
New York
$131K -$3.8K -31 -3%
BAM
528
Barrett Asset Management
New York
$126K
KT
529
Kanaly Trust
Texas
$115K
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$106K +$62.8K +512 +148%
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
SAMC
532
Shinko Asset Management Company
Japan
$97K
WT
533
Whittier Trust
California
$96K
MAM
534
Mizuho Asset Management
Japan
$94K +$43.8K +357 +88%
NFG
535
Next Financial Group
Texas
$85K -$7.98K -65 -9%
CAL
536
Capital Analysts LLC
Pennsylvania
$83.9K
BAM
537
Brave Asset Management
New Jersey
$81K
EP
538
Edinburgh Partners
United Kingdom
$77K
MFS
539
MSI Financial Services
Massachusetts
$75K -$4.17K -34 -5%
TF
540
Tompkins Financial
New York
$75K
EFSCE
541
Enterprise Financial Services Corp (EFSC)
Missouri
$74K -$22.3K -182 -23%
TCM
542
TD Capital Management
Tennessee
$74K +$74K +603 New
Bessemer Group
543
Bessemer Group
New Jersey
$73K -$24.4K -199 -25%
IMS
544
Index Management Solutions
Pennsylvania
$71K +$10.1K +82 +17%
OIA
545
Optimum Investment Advisors
Illinois
$69K -$8.59K -70 -11%
Manulife (Manufacturers Life Insurance)
546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.8K -$227K -1,853 -0.4%
BBPWM
547
Blue Bell Private Wealth Management
Pennsylvania
$59K
TCOV
548
Trust Company of Vermont
Vermont
$59K
JIC
549
Joel Isaacson & Co
New York
$57K
PTC
550
Private Trust Company
Ohio
$56K -$5.03K -41 -8%