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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
AC
801
Avestar Capital
New York
$3K +$4.49K +28 New
1832 Asset Management
802
1832 Asset Management
Ontario, Canada
$2K
CMBA
803
C.M. Bidwell & Associates
Hawaii
$2K
CFD
804
Creative Financial Designs
Indiana
$2K
TFO
805
Tarbox Family Office
California
$2K
CB
806
CNB Bank
Pennsylvania
$2K +$1.44K +9 New
SWMG
807
Signature Wealth Management Group
Georgia
$2K +$1.76K +11 New
PGWM
808
Parisi Gray Wealth Management
New Jersey
$2K +$1.92K +12 New
THWM
809
Taylor Hoffman Wealth Management
Virginia
$2K +$1.92K +12 New
Financial Engines Advisors
810
Financial Engines Advisors
California
$2K +$2.08K +13 New
KJWM
811
Kiley Juergens Wealth Management
Washington
$2K +$2.56K +16 New
Walleye Trading
812
Walleye Trading
New York
$1.95K +$715K +4,461 +64%
GWS
813
Glassman Wealth Services
Virginia
$1K +$481 +3 New
AWA
814
Acorn Wealth Advisors
Michigan
$1K +$801 +5 New
AWM
815
Avior Wealth Management
Nebraska
$1K +$961 +6 New
PCG
816
Private Capital Group
Connecticut
$304 +$48.1K +300 New
NFA
817
Nationwide Fund Advisors
Ohio
-$47.3M -318,220 Closed
SC
818
Samlyn Capital
New York
-$32M -215,564 Closed
N
819
Natixis
France
-$19.2M -129,451 Closed
WMSA
820
Weiss Multi-Strategy Advisers
New York
-$8.01M -50,000 Closed
Two Sigma Investments
821
Two Sigma Investments
New York
-$6.86M -46,176 Closed
PI
822
PGGM Investments
Netherlands
-$6.58M -44,340 Closed
CA
823
Cullinan Associates
Kentucky
-$3.43M -23,095 Closed
BIM
824
Bogle Investment Management
Massachusetts
-$3.16M -21,288 Closed
UR
825
USCA RIA
Texas
-$2.65M -20,850 Closed