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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
WAM
551
Weiss Asset Management
Massachusetts
$260K +$244K +1,748 New
ACM
552
AUA Capital Management
Pennsylvania
$259K
TH
553
TCTC Holdings
Texas
$255K
RWP
554
RWA Wealth Partners
Massachusetts
$254K +$4.19K +30 +2%
TF
555
Tompkins Financial
New York
$253K -$96.3K -690 -29%
GLRA
556
Gerald L. Ray & Associates
Texas
$252K
DWT
557
Dorsey & Whitney Trust
South Dakota
$251K +$838 +6 +0.4%
AWM
558
AE Wealth Management
Kansas
$251K +$236K +1,688 New
PNC
559
Park National Corp
Ohio
$250K
EGA
560
Eagle Global Advisors
Texas
$247K
Lido Advisors
561
Lido Advisors
California
$246K +$220K +1,577 New
BFM
562
Boothbay Fund Management
New York
$244K -$70.8K -507 -24%
PCMC
563
Paragon Capital Management (Colorado)
Colorado
$243K +$2.51K +18 +1%
CDH
564
Charles D. Hyman
$241K -$20.9K -150 -8%
CT
565
Cambridge Trust
Massachusetts
$238K
MC
566
Muhlenkamp & Co
Pennsylvania
$238K
BAS
567
Brown Advisory Securities
Maryland
$235K +$219K +1,572 New
IAA
568
Independent Advisor Alliance
North Carolina
$232K +$215K +1,543 New
GCP
569
GSA Capital Partners
United Kingdom
$230K -$1.62M -11,615 -88%
GBT
570
Grove Bank & Trust
Florida
$228K +$161K +1,150 +301%
KS
571
Karpas Strategies
Connecticut
$226K +$212K +1,520 New
TMAM
572
Tokio Marine Asset Management
Japan
$224K -$78K -559 -27%
CNBT
573
Canandaigua National Bank & Trust
New York
$224K +$211K +1,509 New
BCSB
574
Bristol County Savings Bank
Massachusetts
$223K +$209K +1,500 New
BHWM
575
Bar Harbor Wealth Management
New Hampshire
$222K -$43.4K -311 -17%