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American Express

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
826
Outfitter Advisors
Virginia
$921K -$25.8K -260 -3%
GC
827
Grimes & Company
Massachusetts
$919K
CG
828
Cutler Group
California
$911K +$901K +9,080 +9,080%
CG
829
Caprock Group
Idaho
$909K -$23.6K -233 -3%
SBL
830
Sargent Bickham Lagudis
Colorado
$904K +$695 +7 +0.1%
PIM
831
Penobscot Investment Management
Massachusetts
$903K
BL
832
Balentine LLC
Georgia
$897K
TCOT
833
Trust Company of Toledo
Ohio
$896K -$109K -1,099 -11%
NAM
834
NTV Asset Management
West Virginia
$894K
FIG
835
FundX Investment Group
California
$894K
LCS
836
Levin Capital Strategies
New York
$893K -$3.18M -32,000 -78%
PA
837
Parallel Advisors
California
$891K -$2.48K -25 -0.3%
JA
838
JOYN Advisors
Georgia
$886K +$886K +8,918 New
KOCAA
839
Knights of Columbus Asset Advisors
Connecticut
$884K -$288K -2,900 -25%
KIA
840
Kopp Investment Advisors
Minnesota
$872K -$20.9K -210 -2%
CB
841
Community Bank
New York
$867K -$14.9K -150 -2%
HCC
842
Hirtle Callaghan & Co
Pennsylvania
$864K -$40.1K -404 -4%
VI
843
Versor Investments
New York
$864K +$864K +8,700 New
PC
844
Pecaut & Co
Iowa
$859K +$27.6K +278 +3%
IB
845
Intrust Bank
Kansas
$858K
LOAME
846
Lombard Odier Asset Management (Europe)
United Kingdom
$857K -$60.6K -610 -7%
SPC
847
Stewart & Patten Company
California
$854K
CCA
848
Checchi Capital Advisers
California
$848K +$222K +2,233 +35%
PWP
849
Private Wealth Partners
California
$847K
FNT
850
First National Trust
Pennsylvania
$845K -$79K -795 -9%