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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
TSS
601
Two Sigma Securities
New York
$265K +$251K +1,564 New
GBT
602
Grove Bank & Trust
Florida
$260K
CC
603
Courier Capital
New York
$260K +$245K +1,532 New
KS
604
Karpas Strategies
Connecticut
$258K
PCM
605
Prelude Capital Management
New York
$258K +$35.7K +223 +17%
Lido Advisors
606
Lido Advisors
California
$257K -$9.61K -60 -4%
CNBT
607
Canandaigua National Bank & Trust
New York
$256K
FHA
608
Flagship Harbor Advisors
Massachusetts
$256K +$14.3K +89 +6%
MC
609
Muhlenkamp & Co
Pennsylvania
$254K -$16K -100 -6%
BCSB
610
Bristol County Savings Bank
Massachusetts
$254K
BFM
611
Boothbay Fund Management
New York
$251K -$26.1K -163 -10%
IAM
612
Impax Asset Management
New Hampshire
$251K +$237K +1,482 New
CBA
613
Coastal Bridge Advisors
Connecticut
$246K +$481 +3 +0.2%
BAS
614
Brown Advisory Securities
Maryland
$244K -$19.9K -124 -8%
LWM
615
Lyell Wealth Management
California
$242K
RCAG
616
Rehmann Capital Advisory Group
Michigan
$236K +$223K +1,394 New
Calamos Advisors
617
Calamos Advisors
Illinois
$234K
SCM
618
Shelton Capital Management
Colorado
$232K
Squarepoint
619
Squarepoint
New York
$230K -$1.19M -7,430 -85%
LCM
620
Logan Capital Management
Pennsylvania
$230K
FMLI
621
Fukoku Mutual Life Insurance
Japan
$227K -$16K -100 -7%
MCM
622
Manchester Capital Management
Vermont
$227K
PL
623
Parkwood LLC
Ohio
$227K +$215K +1,339 New
AWM
624
Altium Wealth Management
New York
$223K +$210K +1,313 New
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K +$212K +1,320 New