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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
SMG
676
Spectrum Management Group
Indiana
$15K +$14K +100 New
CBT
677
Capital Bank & Trust
California
$14K
AIM
678
Advantage Investment Management
Iowa
$13K
MFW
679
Mosaic Family Wealth
Missouri
$13K +$5.58K +40 +83%
SBL
680
Sargent Bickham Lagudis
Colorado
$12K -$4.89K -35 -31%
FPFS
681
First Personal Financial Services
North Carolina
$12K
MFBTD
682
MB Financial Bank - Trust Department
Illinois
$12K
SSB
683
Sandy Spring Bank
Maryland
$12K
WWM
684
Willingdon Wealth Management
North Carolina
$11K +$10.1K +72 New
CHP
685
Cable Hill Partners
Oregon
$10K
MUS
686
Mitsubishi UFJ Securities
Japan
$10K
NC
687
NewSquare Capital
Pennsylvania
$10K
RBC
688
Roble Belko & Company
Pennsylvania
$10K
VIA
689
Vantage Investment Advisors
Pennsylvania
$10K
AIL
690
AGF Investments LLC
Ontario, Canada
$10K +$9.21K +66 New
FIB
691
First Interstate Bank
Montana
$9K -$1.4K -10 -14%
JCM
692
Jacobi Capital Management
Pennsylvania
$9K
TCM
693
Tradewinds Capital Management
Washington
$9K
VCM
694
Versant Capital Management
Arizona
$9K
CPIG
695
Chicago Partners Investment Group
Illinois
$9K +$8.52K +61 New
GT
696
Greenleaf Trust
Michigan
$9K +$8.8K +63 New
PSC
697
Prentiss Smith & Co
Vermont
$7K +$6.56K +47 New
FAM
698
Fred Alger Management
New York
$6K
CPA
699
Clear Perspective Advisors
Illinois
$6K +$5.58K +40 New
MA
700
MCF Advisors
Kentucky
$6K +$5.86K +42 New