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American Express

1,581 hedge funds and large institutions have $77.5B invested in American Express in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 519 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,581
Holders Change
+59
Holders Change %
+3.88%
% of All Funds
34.27%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
156
Increased
519
Reduced
606
Closed
77
Calls
$483M
Puts
$735M
Net Calls
-$252M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
551
CAPTRUST Financial Advisors
North Carolina
$3.24M +$156K +1,428 +5%
PGIM
552
Pacific Global Investment Management
California
$3.23M -$1.75K -16 -0.1%
BCM
553
Birmingham Capital Management
Alabama
$3.22M -$79.2K -725 -2%
SWM
554
SVA Wealth Management
Wisconsin
$3.21M +$665K +6,080 +26%
OCM
555
One Capital Management
California
$3.2M +$7.32K +67 +0.2%
SAM
556
Strategy Asset Managers
California
$3.2M +$2.49M +22,813 +356%
SLI
557
Sumitomo Life Insurance
Japan
$3.19M -$323K -2,958 -9%
HFS
558
HL Financial Services
Kentucky
$3.16M -$3.57M -32,669 -53%
DT
559
Diversified Trust
Tennessee
$3.13M +$504K +4,612 +19%
GFPC
560
Global Financial Private Capital
Florida
$3.12M +$8.31K +76 +0.3%
SGA
561
Strategic Global Advisors
California
$3.12M +$1.42M +12,988 +84%
VCA
562
Verdence Capital Advisors
Maryland
$3.09M -$549K -5,022 -15%
VIA
563
Vident Investment Advisory
Georgia
$3.08M -$760K -6,951 -20%
FMWA
564
Forvis Mazars Wealth Advisors
Missouri
$3.07M +$113K +1,036 +4%
GCA
565
Guardian Capital Advisors
Ontario, Canada
$3.04M +$237K +2,088 +8%
CI
566
Conning Inc
Connecticut
$3.03M -$37.2K -340 -1%
QI
567
QS Investors
New York
$3.02M -$59.4K -543 -2%
PSUF
568
People's United Financial
Connecticut
$3.01M -$38.8K -355 -1%
RWM
569
Rench Wealth Management
Texas
$3M -$7.76K -71 -0.3%
CPA
570
Capital Planning Advisors
California
$2.95M +$243K +2,223 +9%
HTC
571
Haverford Trust Company
Pennsylvania
$2.94M +$332K +3,039 +13%
CB
572
Cadence Bank
Mississippi
$2.93M +$46K +421 +2%
Mercer Global Advisors
573
Mercer Global Advisors
Colorado
$2.92M +$2.92M +26,706 New
TCM
574
Tradition Capital Management
New Jersey
$2.92M +$659K +6,030 +29%
MME
575
Meag Munich Ergo
Germany
$2.91M +$2.91M +26,668 New