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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
VIA
776
Vantage Investment Advisors
Pennsylvania
$11K
MCM
777
MV Capital Management
Maryland
$11K +$10.1K +63 New
Barrow, Hanley, Mewhinney & Strauss
778
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K -$11.2K -70 -53%
CPIG
779
Chicago Partners Investment Group
Illinois
$10K
FIB
780
First Interstate Bank
Montana
$10K
TCM
781
Tradewinds Capital Management
Washington
$10K
CLOS
782
Compagnie Lombard Odier SCmA
Switzerland
$10K +$4.81K +30 +100%
NC
783
NewSquare Capital
Pennsylvania
$9K -$2.88K -18 -26%
FRA
784
Front Row Advisors
California
$9K +$8.65K +54 New
MOS
785
MGO One Seven
Ohio
$8K +$8.01K +50 New
CPA
786
Clear Perspective Advisors
Illinois
$7K
FAM
787
Fred Alger Management
New York
$7K
MA
788
MCF Advisors
Kentucky
$7K
ME
789
McIlrath & Eck
Washington
$7K +$6.57K +41 New
WWM
790
Willingdon Wealth Management
North Carolina
$6K -$5.45K -34 -47%
WA
791
WealthTrust-Arizona
Arizona
$6K
MCM
792
Mainstay Capital Management
Michigan
$6K +$5.29K +33 New
SWA
793
Sutton Wealth Advisors
Florida
$5.93K
MUS
794
Mitsubishi UFJ Securities
Japan
$5K -$6.41K -40 -57%
HWP
795
Hefty Wealth Partners
Indiana
$5K
TIM
796
Tortoise Investment Management
New York
$5K
WAS
797
Winch Advisory Services
Wisconsin
$4K
FPS
798
Fieldpoint Private Securities
Connecticut
$3K -$59.9K -374 -95%
KF
799
Krilogy Financial
Missouri
$3K
FFG
800
Ford Financial Group
California
$3K +$3.21K +20 New