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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
PA
601
Parallel Advisors
California
$124K +$1.81K +13 +2%
ST
602
Smithfield Trust
Pennsylvania
$123K -$77.5K -555 -40%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K +$2.65K +19 +2%
PWM
604
Perigon Wealth Management
California
$119K
BTIS
605
BB&T Investment Services
North Carolina
$118K +$41.5K +297 +58%
OFS
606
Orrstown Financial Services
Pennsylvania
$117K +$3.49K +25 +3%
AAC
607
Asset Advisors Corp
Georgia
$104K -$97.7K -700 -50%
BL
608
Balentine LLC
Georgia
$101K
FBT
609
First Bank & Trust
South Dakota
$99K -$1.12K -8 -1%
VFA
610
Valeo Financial Advisors
Indiana
$98K +$91.9K +658 New
BAM
611
Barrett Asset Management
New York
$95K
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$91K +$31.7K +227 +59%
EFSCE
613
Enterprise Financial Services Corp (EFSC)
Missouri
$89K
OC
614
Oakworth Capital
Alabama
$89K
Fuller & Thaler Asset Management
615
Fuller & Thaler Asset Management
California
$89K +$83.8K +600 New
WT
616
Whittier Trust
California
$85K +$21.6K +155 +37%
CAL
617
Capital Analysts LLC
Pennsylvania
$84K
CCM
618
Covington Capital Management
California
$84K +$79K +566 New
GRP
619
Global Retirement Partners
California
$83K -$2.65K -19 -3%
DCM
620
Dupont Capital Management
Delaware
$75K
SIAS
621
Shine Investment Advisory Services
Colorado
$74K
MCIA
622
Mountain Capital Investment Advisors
Colorado
$71K
WB
623
Webster Bank
Connecticut
$63K -$34.9K -250 -37%
PCP
624
Proficio Capital Partners
Massachusetts
$60K -$16.3K -117 -22%
FPS
625
Fieldpoint Private Securities
Connecticut
$59K +$55K +394 New