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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
GBBWRPM
651
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$143K +$801 +5 +0.6%
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K
SC
653
Slow Capital
California
$136K +$128K +800 New
PHK
654
Point72 Hong Kong
Hong Kong
$135K +$71.1K +444 +127%
PA
655
Parallel Advisors
California
$134K
CA
656
Crewe Advisors
Utah
$133K +$125K +783 New
WTC
657
WhitTier Trust Company
Nevada
$132K +$75K +468 +150%
OFS
658
Orrstown Financial Services
Pennsylvania
$130K -$2.4K -15 -2%
VCM
659
Virtue Capital Management
Tennessee
$128K +$121K +753 New
WT
660
Whittier Trust
California
$126K +$26.9K +168 +29%
AAC
661
Asset Advisors Corp
Georgia
$119K
LF
662
Lee Financial
Texas
$116K +$54.5K +340 +99%
AF
663
Advisornet Financial
Minnesota
$116K +$110K +687 New
BL
664
Balentine LLC
Georgia
$115K
BAM
665
Barrett Asset Management
New York
$108K
Carson Wealth (CWM LLC)
666
Carson Wealth (CWM LLC)
Nebraska
$102K -$1.6K -10 -2%
Fuller & Thaler Asset Management
667
Fuller & Thaler Asset Management
California
$102K
CCM
668
Covington Capital Management
California
$101K +$4.81K +30 +5%
IWP
669
Icon Wealth Partners
Texas
$101K +$95.3K +595 New
PMFA
670
Plante Moran Financial Advisors
Michigan
$99K +$60.1K +375 +179%
FBT
671
First Bank & Trust
South Dakota
$98K -$13.8K -86 -13%
CAL
672
Capital Analysts LLC
Pennsylvania
$96K
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$6.41K -40 -7%
VFA
674
Valeo Financial Advisors
Indiana
$94K -$16.7K -104 -16%
GRP
675
Global Retirement Partners
California
$94K -$1.12K -7 -1%