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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
FNB
726
Farmers National Bank
Kentucky
$30K +$28.2K +176 New
FGC
727
Financial Gravity Companies
Texas
$30K +$28.5K +178 New
LWA
728
Lowe Wealth Advisors
Maryland
$28K
SFSIG
729
San Francisco Sentry Investment Group
California
$28K
WPA
730
West Paces Advisors
Georgia
$28K
CP
731
Corbenic Partners
Pennsylvania
$27K
M
732
MOTCO
Texas
$27K
CB
733
Community Bank
New York
$25K
JWA
734
JFS Wealth Advisors
Pennsylvania
$25K
LC
735
Landaas & Company
Wisconsin
$25K
KA
736
Kaizen Advisory
Illinois
$25K +$23.2K +145 New
PA
737
Perennial Advisors
New York
$24K
UOTTAIMCU
738
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24K +$22.3K +139 New
PW
739
Price Wealth
Texas
$24K +$23.4K +146 New
SPI
740
Santori & Peters Inc
Pennsylvania
$24K +$25.5K +159 New
AIM
741
Anchor Investment Management
South Carolina
$22.4K
GSC
742
G&S Capital
Colorado
$22K +$20.8K +130 New
PWM
743
Perigon Wealth Management
California
$21K -$108K -675 -84%
TG
744
TLP Group
Illinois
$21K +$17.9K +112 +862%
BC
745
Bartlett & Co
Ohio
$20K
HI
746
Hudock Inc
Pennsylvania
$20K
AIL
747
AGF Investments LLC
Ontario, Canada
$20K +$8.65K +54 +82%
CCMW
748
Cypress Capital Management (Wyoming)
Wyoming
$19K +$17.6K +110 New
HFM
749
Harvest Fund Management
China
$19K +$18.3K +114 New
OC
750
Oakworth Capital
Alabama
$18K -$85.1K -531 -82%