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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
PIM
526
Penobscot Investment Management
Massachusetts
$436K
CF
527
Copperwynd Financial
Arizona
$431K +$407K +2,543 New
FQ
528
First Quadrant
California
$424K
UWM
529
USAdvisors Wealth Management
Minnesota
$424K +$401K +2,500 New
CCG
530
Ceeto Capital Group
Florida
$424K
AAM
531
Auxier Asset Management
Oregon
$423K
Simplex Trading
532
Simplex Trading
Illinois
$420K -$212K -1,321 -35%
GH
533
GAM Holding
Switzerland
$418K +$177K +1,105 +81%
LSAG
534
Lake Street Advisors Group
New Hampshire
$414K +$391K +2,440 New
FIM
535
Freedom Investment Management
Connecticut
$411K +$389K +2,425 New
HCM
536
Hilton Capital Management
New York
$407K
AAP
537
Aristotle Atlantic Partners
Florida
$407K +$385K +2,400 New
CFA
538
Carroll Financial Associates
North Carolina
$400K
Verition Fund Management
539
Verition Fund Management
Connecticut
$398K +$149K +927 +65%
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$397K +$135K +844 +56%
FPCG
541
Fort Pitt Capital Group
Pennsylvania
$392K -$16K -100 -4%
ECM
542
Everence Capital Management
Indiana
$388K +$77.6K +484 +27%
MPI
543
Mairs & Power Inc
Minnesota
$380K
Fayez Sarofim & Co
544
Fayez Sarofim & Co
Texas
$379K
PCM
545
Perritt Capital Management
Illinois
$377K -$64.1K -400 -15%
IA
546
IFP Advisors
Florida
$377K -$50.6K -316 -12%
FBA
547
Front Barnett Associates
Illinois
$371K
TIM
548
Thompson Investment Management
Wisconsin
$365K
MBT
549
Montecito Bank & Trust
California
$364K -$47.1K -294 -12%
CG
550
Caprock Group
Idaho
$362K