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American Express

1,578 hedge funds and large institutions have $82.3B invested in American Express in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 608 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
Holders Change %
0%
% of All Funds
34.66%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
1.21%
New
105
Increased
535
Reduced
608
Closed
95
Calls
$530M
Puts
$832M
Net Calls
-$303M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Shares
Change %
UFF
551
USA Financial Formulas
Michigan
$3.59M +$3.59M +30,320 New
VIA
552
Vantis Investment Advisers
Florida
$3.58M +$3.58M +30,300 New
PPSG
553
Princeton Portfolio Strategies Group
New Jersey
$3.58M -$74.5K -630 -2%
SCM
554
Silvant Capital Management
Georgia
$3.55M -$481K -4,069 -12%
SW
555
SVB Wealth
Massachusetts
$3.54M +$38.6K +326 +1%
PGIM
556
Pacific Global Investment Management
California
$3.47M -$9.82K -83 -0.3%
CCM
557
Coldstream Capital Management
Washington
$3.45M -$135K -1,145 -4%
CIBC World Market
558
CIBC World Market
Ontario, Canada
$3.45M +$77.5K +655 +2%
CB
559
Cadence Bank
Mississippi
$3.45M +$54.2K +458 +2%
RIM
560
Rampart Investment Management
Connecticut
$3.41M -$291K -2,462 -8%
ACC
561
Accident Compensation Corp
New Zealand
$3.38M +$355K +3,000 +12%
BCM
562
Birmingham Capital Management
Alabama
$3.34M -$147K -1,240 -4%
LIA
563
LS Investment Advisors
Michigan
$3.33M +$183K +1,544 +6%
FNT
564
First National Trust
Pennsylvania
$3.32M -$63.3K -535 -2%
Fiera Capital (Canada)
565
Fiera Capital (Canada)
Quebec, Canada
$3.32M -$45.1K -381 -1%
WIA
566
Wealthstreet Investment Advisors
Texas
$3.32M -$305K -2,600 -8%
FNFDCM
567
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.31M +$131K +1,105 +4%
OCM
568
One Capital Management
California
$3.31M -$59.1K -500 -2%
RWM
569
Rench Wealth Management
Texas
$3.28M +$51K +431 +2%
SLI
570
Sumitomo Life Insurance
Japan
$3.25M -$420K -3,548 -11%
RJT
571
Raymond James Trust
Florida
$3.25M +$155K +1,313 +5%
EGM
572
Engineers Gate Manager
New York
$3.25M +$3.25M +27,462 New
GCA
573
Guardian Capital Advisors
Ontario, Canada
$3.21M +$118K +1,045 +4%
AS
574
Altshuler Shaham
Israel
$3.18M +$1.23M +10,408 +63%
FMWA
575
Forvis Mazars Wealth Advisors
Missouri
$3.17M -$17.9K -151 -0.6%