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American Express

1,181 hedge funds and large institutions have $46.8B invested in American Express in 2016 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 389 increasing their positions, 507 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
-16
Holders Change %
-1.34%
% of All Funds
31.56%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.72%
New
90
Increased
389
Reduced
507
Closed
92
Calls
$841M
Puts
$840M
Net Calls
+$495K
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
751
Next Financial Group
Texas
$715K -$10K -165 -1%
EM
752
Excalibur Management
Massachusetts
$711K -$1.58K -26 -0.2%
EHC
753
Everett Harris & Co
California
$711K +$11.1K +182 +2%
HFS
754
HL Financial Services
Kentucky
$709K +$20.7K +341 +3%
BWM
755
Bernicke Wealth Management
Wisconsin
$701K +$5.17K +85 +0.7%
WP
756
WMS Partners
Maryland
$700K
TNAM
757
Terra Nova Asset Management
New York
$689K +$355K +5,850 +107%
KIA
758
Kopp Investment Advisors
Minnesota
$686K -$15.2K -250 -2%
LC
759
Lincoln Capital
Nebraska
$679K -$247K -4,064 -27%
LOAME
760
Lombard Odier Asset Management (Europe)
United Kingdom
$670K +$670K +11,033 New
FBC
761
Fairfield, Bush & Co
Connecticut
$657K +$243K +4,000 +59%
BSW
762
Buckingham Strategic Wealth
Missouri
$656K -$68.4K -1,125 -9%
DPIM
763
Duff & Phelps Investment Management
Illinois
$655K -$24.3K -400 -4%
MAM
764
Mizuho Asset Management
Japan
$655K +$267K +4,398 +69%
TCOT
765
Trust Company of Toledo
Ohio
$653K -$242K -3,973 -27%
BAM
766
Berkshire Asset Management
Pennsylvania
$653K
CDH
767
Charles D. Hyman
$651K +$114K +1,871 +21%
IPC
768
Independent Portfolio Consultants
Florida
$648K +$38.9K +640 +6%
HK
769
Horizon Kinetics
New York
$646K
BFG
770
Beacon Financial Group
Texas
$645K +$3.64K +61 +0.6%
BC
771
Banced Corp
Illinois
$639K +$639K +8,616 New
CB
772
Community Bank
New York
$637K -$7.6K -125 -1%
WTB
773
Washington Trust Bank
Washington
$634K -$25.9K -426 -4%
IC
774
Investment Counsel
Michigan
$631K +$82.6K +1,359 +15%
W
775
Wealthfront
California
$631K +$135K +2,223 +27%