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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
PIM
551
Parasol Investment Management
Illinois
$56K
M
552
MOTCO
Texas
$53K
SEC
553
Seven Eight Capital
New York
$49.4K +$49.1K +400 New
DSC
554
Duncker Streett & Co
Missouri
$45K
LNB
555
Ledyard National Bank
$43K +$42.9K +350 New
GSC
556
Ground Swell Capital
South Carolina
$39K +$12.4K +101 +47%
WRM
557
Westport Resources Management
Connecticut
$37K
PCM
558
Prelude Capital Management
New York
$37K +$36.8K +300 New
CGT
559
Capital Guardian Trust
California
$34K +$33.5K +273 New
WEC
560
Winslow Evans & Crocker
Massachusetts
$33.8K -$6.26K -51 -16%
HR
561
Howe & Rusling
New York
$33K +$32.4K +264 New
CBT
562
Central Bank & Trust
Kentucky
$32K
CFN
563
Cordasco Financial Network
Florida
$31K +$30.7K +250 New
LWA
564
Lenox Wealth Advisors
New York
$30K
TWA
565
TCI Wealth Advisors
Arizona
$30K
MWP
566
MYCIO Wealth Partners
Pennsylvania
$30K +$14.7K +120 +97%
PMFA
567
Plante Moran Financial Advisors
Michigan
$29K -$4.79K -39 -14%
OC
568
Oakworth Capital
Alabama
$27K
RI
569
Redwood Investments
Massachusetts
$25K
PIA
570
Piedmont Investment Advisors
North Carolina
$24.9K +$24.8K +202 New
BC
571
Bartlett & Co
Ohio
$24K
VNB
572
Valley National Bancorp
New York
$22K
CP
573
Corbenic Partners
Pennsylvania
$20K
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$19K
PFO
575
Pathstone Family Office
New Jersey
$19K +$18.7K +152 New