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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 %
BFO
651
Boston Family Office
Massachusetts
$2.01M -$101K -923 -5%
ACM
652
Azimuth Capital Management
Michigan
$2M +$50.3K +460 +3%
KIA
653
KCM Investment Advisors
California
$1.99M +$91.4K +836 +5%
BFEC
654
Benjamin F. Edwards & Company
Missouri
$1.98M +$5.47K +50 +0.3%
BBA
655
BLB&B Advisors
Pennsylvania
$1.97M
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$1.97M -$3.5K -32 -0.2%
BA
657
Bennicas & Associates
California
$1.97M -$27.3K -250 -1%
PT
658
Plimoth Trust
Massachusetts
$1.97M -$296K -2,710 -13%
WOC
659
West Oak Capital
California
$1.95M +$43.2K +395 +2%
MCP
660
Martin Capital Partners
Oregon
$1.95M +$206K +1,880 +12%
TU
661
TDAM USA
Ontario, Canada
$1.94M +$44.5K +407 +2%
BFIM
662
Beese Fulmer Investment Management
Ohio
$1.9M
JCM
663
Jacobi Capital Management
Pennsylvania
$1.9M +$3.5K +32 +0.2%
CAN
664
Cetera Advisor Networks
California
$1.9M -$186K -1,701 -9%
RCG
665
Rock Creek Group
District of Columbia
$1.9M +$1.9M +17,334 New
BDWM
666
Brewin Dolphin Wealth Management
Ireland
$1.88M -$71K -650 -4%
Lido Advisors
667
Lido Advisors
California
$1.87M -$30.1K -275 -2%
OPCM
668
Osborne Partners Capital Management
California
$1.87M +$616K +5,639 +49%
TCOV
669
Trust Company of Vermont
Vermont
$1.86M -$15.2K -139 -0.8%
Acadian Asset Management
670
Acadian Asset Management
Massachusetts
$1.86M +$171K +1,562 +10%
JCM
671
Jag Capital Management
Missouri
$1.86M +$111K +1,014 +6%
MVA
672
Mount Vernon Associates
Maryland
$1.86M -$10.9K -100 -0.6%
HCM
673
Howland Capital Management
Massachusetts
$1.86M -$4.7K -43 -0.3%
PI
674
Putnam Investments
Massachusetts
$1.85M -$5.77M -52,773 -76%
BFA
675
Brendel Financial Advisors
New Hampshire
$1.84M