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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
WTB
701
Washington Trust Bank
Washington
$52K
MFW
702
Mosaic Family Wealth
Missouri
$52K +$34.6K +216 +245%
RWA
703
Ropes Wealth Advisors
Massachusetts
$47K +$6.89K +43 +18%
KTC
704
Kistler-Tiffany Companies
Pennsylvania
$46K
CBT
705
Central Bank & Trust
Kentucky
$44K
SQA
706
Simon Quick Advisors
New Jersey
$42K +$40.2K +251 New
GFP
707
Gryphon Financial Partners
Ohio
$41K +$39.3K +245 New
BBA
708
Braun-Bostich & Associates
Pennsylvania
$38K +$36.1K +225 New
LFA
709
Legacy Financial Advisors
Kentucky
$38K +$36.9K +230 New
WIM
710
Westside Investment Management
California
$37.5K -$1.92K -12 -5%
OFW
711
Omnia Family Wealth
Florida
$37K
RFS
712
Rockefeller Financial Services
New York
$36K
CA
713
Calton & Associates
Florida
$36K +$33.2K +207 New
SP
714
SWS Partners
Ohio
$36K +$34.5K +215 New
WEC
715
Winslow Evans & Crocker
Massachusetts
$34.6K
DCM
716
Dupont Capital Management
Delaware
$34K -$48.7K -304 -60%
FFC
717
First Financial Corp
Indiana
$34K
FMTCOCP
718
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33.6K
PFBT
719
Parkside Financial Bank & Trust
Missouri
$33K +$5.13K +32 +20%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$33K +$6.57K +41 +26%
PO
721
Private Ocean
California
$32K +$14.6K +91 +91%
VFA
722
Virtus Fund Advisers
Connecticut
$31K
ADL
723
Asset Dedication LLC
California
$30K
TSW
724
Thompson Siegel & Walmsley
Virginia
$30K
OIA
725
OneDigital Investment Advisors
Kansas
$30K +$160 +1 +0.6%