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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 %
RWA
876
Ropes Wealth Advisors
Massachusetts
$945K +$37.3K +341 +4%
IHL
877
Investment House LLC
California
$943K
AWA
878
Arete Wealth Advisors
Illinois
$943K +$87K +796 +10%
TI
879
Tidal Investments
Wisconsin
$940K -$183K -1,677 -16%
CB
880
Community Bank
New York
$939K -$2.4K -22 -0.3%
RWP
881
RWA Wealth Partners
Massachusetts
$938K -$15.5K -142 -2%
BAM
882
Belpointe Asset Management
Nevada
$937K +$532K +4,867 +131%
CG
883
Caprock Group
Idaho
$934K +$52.8K +483 +6%
WIC
884
Whitegate Investment Counselors
New Hampshire
$927K
PIM
885
Penobscot Investment Management
Massachusetts
$925K -$32.8K -300 -3%
NAM
886
NTV Asset Management
West Virginia
$918K
LCM
887
Leisure Capital Management
California
$909K -$112K -1,028 -11%
ANB
888
Amarillo National Bank
Texas
$909K
SA
889
Strategic Advisors
New York
$906K +$171K +1,566 +23%
TCOT
890
Trust Company of Toledo
Ohio
$895K -$84.3K -772 -9%
MHIC
891
Marble Harbor Investment Counsel
Massachusetts
$894K +$82K +750 +10%
YIA
892
YHB Investment Advisors
Connecticut
$887K -$16.4K -150 -2%
MAA
893
Mraz Amerine & Associates
California
$887K -$13.7K -125 -2%
KIA
894
Kopp Investment Advisors
Minnesota
$887K +$1.53K +14 +0.2%
PAM
895
Palisade Asset Management
Minnesota
$880K -$41K -375 -4%
SPC
896
Stewart & Patten Company
California
$876K +$34K +311 +4%
PP
897
Patten & Patten
Tennessee
$869K
RIA
898
Realta Investment Advisors
Delaware
$864K +$864K +7,900 New
NB
899
NBT Bank
New York
$863K +$27.7K +253 +3%
IAMOG
900
Investors Asset Management of Georgia
Georgia
$861K