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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
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$12.5K +78 +325%
TC
752
Trust Company
Kansas
$18K +$16.7K +104 New
BWL
753
Bogart Wealth LLC
Virginia
$17K
LNB
754
Ledyard National Bank
$17K
SMG
755
Spectrum Management Group
Indiana
$17K
DAM
756
Delta Asset Management
Tennessee
$17K +$16K +100 New
WOC
757
West Oak Capital
California
$16.9K +$16K +100 New
CBT
758
Capital Bank & Trust
California
$16K
EWM
759
Edge Wealth Management
New York
$16K
AIM
760
Advantage Investment Management
Iowa
$15K
VCM
761
Versant Capital Management
Arizona
$15K +$3.52K +22 +33%
MGIA
762
Moneta Group Investment Advisors
Missouri
$15K +$14.4K +90 New
MFBTD
763
MB Financial Bank - Trust Department
Illinois
$14K
SSB
764
Sandy Spring Bank
Maryland
$14K
CAC
765
Certified Advisory Corp
Florida
$14K +$14.7K +92 New
SBL
766
Sargent Bickham Lagudis
Colorado
$13K
AAP
767
Arax Advisory Partners
Colorado
$13K +$9.61K +60 +316%
WA
768
Waverly Advisors
Alabama
$13K +$11.9K +74 New
EARNEST Partners
769
EARNEST Partners
Georgia
$13K +$12.5K +78 New
CHP
770
Cable Hill Partners
Oregon
$12K
RBC
771
Roble Belko & Company
Pennsylvania
$12K
MSA
772
Marino Stram & Associates
Massachusetts
$12K +$11.4K +71 New
GI
773
Gradient Investments
Minnesota
$12K +$11.7K +73 New
APA
774
American Portfolios Advisors
New York
$11.2K +$10.6K +66 New
GT
775
Greenleaf Trust
Michigan
$11K