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Ameriprise Financial

665 hedge funds and large institutions have $19.8B invested in Ameriprise Financial in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 239 increasing their positions, 257 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $18.1M

7% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 257

8% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 64

1.22% less ownership

Funds ownership: 88.87%87.64% (-1.2%)

2% less funds holding

Funds holding: 679665 (-14)

6% less capital invested

Capital invested by funds: $21.1B → $19.8B (-$1.35B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
665
Holders Change
-14
Holders Change %
-2.06%
% of All Funds
17.92%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.38%
New
59
Increased
239
Reduced
257
Closed
64
Calls
$34.3M
Puts
$18.1M
Net Calls
+$16.1M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
626
Old Second National Bank of Aurora
Illinois
$19K
BWA
627
Burt Wealth Advisors
Maryland
$18K
WAS
628
Winch Advisory Services
Wisconsin
$18K +$127 +1 +0.7%
TRCT
629
Tower Research Capital (TRC)
New York
$16K +$3.57K +28 +29%
GWM
630
Gupta Wealth Management
California
$16K +$11.2K +88 +220%
WIC
631
Woodmont Investment Counsel
Tennessee
$14K +$14K +110 New
CGT
632
Capital Guardian Trust
California
$13K
LWA
633
Lenox Wealth Advisors
New York
$12K -$18.2K -143 -59%
PO
634
Private Ocean
California
$12K
WTC
635
WhitTier Trust Company
Nevada
$12K
AC
636
Alexandria Capital
Virginia
$12K +$3.44K +27 +40%
FANJ
637
Financial Architects (New Jersey)
New Jersey
$11K
TCM
638
Tradewinds Capital Management
Washington
$11K
AF
639
Arrow Financial
New York
$10K
RA
640
Rational Advisors
New York
$10K
WP
641
WealthPLAN Partners
Nebraska
$9K -$4.97K -39 -34%
CHP
642
Cable Hill Partners
Oregon
$9K
IMS
643
Index Management Solutions
Pennsylvania
$9K +$892 +7 +10%
NC
644
NewSquare Capital
Pennsylvania
$9K +$8.92K +70 New
VIA
645
Vantage Investment Advisors
Pennsylvania
$8K -$8.41K -66 -50%
SSB
646
Sandy Spring Bank
Maryland
$8K +$255 +2 +3%
S
647
SignatureFD
Georgia
$7K -$2.17K -17 -23%
FAM
648
Formidable Asset Management
Ohio
$7K
OFS
649
Orrstown Financial Services
Pennsylvania
$7K +$7.65K +60 New
ATC
650
Adirondack Trust Company
New York
$5K