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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 %
PP
851
Patten & Patten
Tennessee
$839K -$39.7K -400 -5%
PAM
852
Palisade Asset Management
Minnesota
$839K
SFS
853
Sowell Financial Services
Arkansas
$838K +$838K +8,396 New
IHL
854
Investment House LLC
California
$837K -$49.7K -500 -6%
TAM
855
Tiverton Asset Management
Delaware
$836K +$836K +8,412 New
IA
856
IFP Advisors
Florida
$824K -$164K -1,648 -17%
SLT
857
St Louis Trust
Missouri
$822K +$536K +5,400 +188%
EFS
858
Essex Financial Services
Connecticut
$821K -$90.3K -910 -10%
MAA
859
Mraz Amerine & Associates
California
$819K -$99.5K -1,002 -11%
WTB
860
Washington Trust Bank
Washington
$815K +$49.7K +500 +6%
BIM
861
Barton Investment Management
Pennsylvania
$814K -$1.52M -15,267 -65%
WCM
862
Windsor Capital Management
Arizona
$812K +$35.3K +356 +5%
DPIM
863
Duff & Phelps Investment Management
Illinois
$810K -$23.3K -235 -3%
CCT
864
Chemung Canal Trust
New York
$803K
MA
865
MANA Advisors
New York
$795K +$795K +8,001 New
MHIC
866
Marble Harbor Investment Counsel
Massachusetts
$792K
RWA
867
Ropes Wealth Advisors
Massachusetts
$790K -$1.19K -12 -0.2%
SCM
868
Shelton Capital Management
Colorado
$790K
WIC
869
Whitegate Investment Counselors
New Hampshire
$788K
CFP
870
Cornerstone Financial Partners
North Carolina
$785K +$177K +1,788 +29%
IAMOG
871
Investors Asset Management of Georgia
Georgia
$782K
SC
872
Savant Capital
Illinois
$781K +$19.4K +195 +3%
AAM
873
Auxier Asset Management
Oregon
$779K -$9.93K -100 -1%
APA
874
American Portfolios Advisors
New York
$777K +$777K +7,820 New
HCMT
875
Highland Capital Management (Tennessee)
Tennessee
$775K