We are live on ! Find out more
AMP icon

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
VFA
651
Virtus Fund Advisers
Connecticut
$27K +$25.8K +185 New
ADL
652
Asset Dedication LLC
California
$26K
OIA
653
OneDigital Investment Advisors
Kansas
$26K
TSW
654
Thompson Siegel & Walmsley
Virginia
$26K
M
655
MOTCO
Texas
$25K -$41.9K -300 -65%
LWA
656
Lowe Wealth Advisors
Maryland
$25K
WPA
657
West Paces Advisors
Georgia
$24.5K
CP
658
Corbenic Partners
Pennsylvania
$24K
SFSIG
659
San Francisco Sentry Investment Group
California
$24K
PFBT
660
Parkside Financial Bank & Trust
Missouri
$24K +$13.3K +95 +146%
BFEC
661
Benjamin F. Edwards & Company
Missouri
$23K
BWA
662
Burt Wealth Advisors
Maryland
$22K
CB
663
Community Bank
New York
$22K
JWA
664
JFS Wealth Advisors
Pennsylvania
$22K
LC
665
Landaas & Company
Wisconsin
$22K +$20.9K +150 New
PA
666
Perennial Advisors
New York
$21K -$9.08K -65 -32%
AIM
667
Anchor Investment Management
South Carolina
$19.6K +$1.68K +12 +10%
Barrow, Hanley, Mewhinney & Strauss
668
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K -$1.4K -10 -7%
BC
669
Bartlett & Co
Ohio
$18K
CG
670
Cutler Group
California
$18K +$17.7K +127 New
HI
671
Hudock Inc
Pennsylvania
$17K
LNB
672
Ledyard National Bank
$15K -$24.4K -175 -64%
EWM
673
Edge Wealth Management
New York
$15K
PO
674
Private Ocean
California
$15K
BWL
675
Bogart Wealth LLC
Virginia
$15K +$14K +100 New