AXP icon

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 %
BIC
876
Beach Investment Counsel
Pennsylvania
$768K -$31.9K -321 -4%
CCP
877
Corient Capital Partners
California
$764K -$6.65K -67 -0.9%
FPCG
878
Fort Pitt Capital Group
Pennsylvania
$763K -$14.9K -150 -2%
CA
879
Calton & Associates
Florida
$760K +$760K +7,757 New
ED
880
Exane Derivatives
France
$758K -$407K -4,104 -35%
WA
881
WBH Advisory
Maryland
$752K -$8.54K -86 -1%
CBA
882
Coastal Bridge Advisors
Connecticut
$750K -$67.3K -680 -8%
KWM
883
Kingsview Wealth Management
Oregon
$750K
Cerity Partners
884
Cerity Partners
New York
$748K -$374K -3,769 -33%
EWM
885
Evercore Wealth Management
New York
$743K -$48.4K -487 -6%
RE
886
RBC Europe
United Kingdom
$739K
AWM
887
Altium Wealth Management
New York
$737K +$737K +7,422 New
IIM
888
Ipswich Investment Management
Massachusetts
$734K
ITIM
889
Indiana Trust & Investment Management
Indiana
$734K +$38.3K +385 +5%
BPCE
890
Bank Pictet & Cie (Europe)
Germany
$732K -$491K -4,939 -40%
NSIM
891
North Star Investment Management
Illinois
$731K
WSC
892
Wellington Shields & Co
New York
$725K -$119K -1,200 -14%
Verition Fund Management
893
Verition Fund Management
Connecticut
$723K +$723K +7,278 New
BSW
894
Buckingham Strategic Wealth
Missouri
$722K +$126K +1,267 +21%
GWM
895
Geneos Wealth Management
Colorado
$715K +$34.7K +350 +5%
SCA
896
Sippican Capital Advisors
Massachusetts
$710K
FCI
897
Financial Counselors Inc
Kansas
$705K -$42.8K -431 -6%
MMG
898
Monetary Management Group
Missouri
$705K -$24.8K -250 -3%
PK
899
Pflug Koory
Nebraska
$705K -$12.4K -125 -2%
FPCM
900
Financial Partners Capital Management
New York
$704K -$66.2K -666 -9%