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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
PGA
626
Portland Global Advisors
Maine
$221K +$209K +1,302 New
EGA
627
E&G Advisors
Texas
$220K -$208K -1,300 -50%
FWM
628
Focused Wealth Management
New York
$220K +$208K +1,300 New
CA
629
Clearstead Advisors
Ohio
$218K +$206K +1,287 New
Mariner
630
Mariner
Kansas
$214K +$202K +1,263 New
WIP
631
Wellesley Investment Partners
Massachusetts
$213K +$202K +1,260 New
WAM
632
Weiss Asset Management
Massachusetts
$207K -$84.1K -525 -30%
PPSG
633
Princeton Portfolio Strategies Group
New Jersey
$207K +$195K +1,220 New
PVWM
634
Point View Wealth Management
New Jersey
$207K +$196K +1,224 New
AIA
635
Avalon Investment & Advisory
Texas
$206K +$195K +1,218 New
WB
636
WesBanco Bank
West Virginia
$205K -$22.1K -138 -10%
CT
637
Cambridge Trust
Massachusetts
$203K -$64.3K -401 -25%
SC
638
SRB Corp
Massachusetts
$203K -$13.8K -86 -7%
WC
639
Weil Company
California
$203K +$192K +1,200 New
FCCM
640
First City Capital Management
Georgia
$202K +$191K +1,191 New
EA
641
Edge Advisors
Georgia
$192K +$9.78K +61 +6%
DBT
642
Dubuque Bank & Trust
Iowa
$189K +$4.65K +29 +3%
CAM
643
ClariVest Asset Management
California
$182K +$172K +1,074 New
GWM
644
Geneos Wealth Management
Colorado
$181K +$2.08K +13 +1%
ST
645
Smithfield Trust
Pennsylvania
$180K +$38.1K +238 +29%
ARMT
646
Amica Retiree Medical Trust
Rhode Island
$175K
BTIS
647
BB&T Investment Services
North Carolina
$166K +$26.8K +167 +21%
AWM
648
Aevitas Wealth Management
Massachusetts
$156K +$147K +919 New
STA
649
Summit Trail Advisors
New York
$155K +$139K +866 New
RE
650
RBC Europe
United Kingdom
$153K