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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
BBHC
676
Brown Brothers Harriman & Co
New York
$90K +$41.2K +257 +93%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K -$57.2K -357 -41%
SWM
678
SeaCrest Wealth Management
New York
$86K +$81.7K +510 New
SIAS
679
Shine Investment Advisory Services
Colorado
$85K
GLI
680
Guardian Life Insurance
New York
$82K +$22.3K +139 +40%
JCM
681
Jacobi Capital Management
Pennsylvania
$79K +$64.3K +401 +668%
CAM
682
CenterStar Asset Management
Illinois
$78K
PCM
683
Penserra Capital Management
California
$78K +$26.9K +168 +57%
WB
684
Webster Bank
Connecticut
$72K
WCM
685
Whitener Capital Management
North Carolina
$70K +$67K +418 New
TL
686
TrueWealth LLC
Georgia
$68K +$63.9K +399 New
PCP
687
Proficio Capital Partners
Massachusetts
$67K -$1.6K -10 -2%
ZB
688
Zions Bancorporation
Utah
$67K +$3.04K +19 +5%
BWA
689
Burt Wealth Advisors
Maryland
$65K +$38.5K +240 +164%
DSC
690
Duncker Streett & Co
Missouri
$62K
TWA
691
TCI Wealth Advisors
Arizona
$61K
TFS
692
TrustCore Financial Services
Tennessee
$61K +$57.7K +360 New
C
693
Cerebellum
California
$58K +$55.3K +345 New
SLF
694
Sun Life Financial
Ontario, Canada
$55K -$125K -777 -71%
PCA
695
Providence Capital Advisors
North Carolina
$55K +$52.4K +327 New
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$55K +$52.6K +328 New
CTA
697
Carillon Tower Advisers
Florida
$54.8K +$51.8M +323,257 New
IWM
698
IHT Wealth Management
Illinois
$54K
CAW
699
Cornerstone Advisors (Washington)
Washington
$53K
PG
700
Patten Group
Tennessee
$53K