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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 %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$653K +$127K +1,275 +24%
SSWM
927
Sheets Smith Wealth Management
North Carolina
$649K +$2.19K +22 +0.3%
CIA
928
Capital Investment Advisors
Georgia
$648K -$1.69K -17 -0.3%
MFG
929
Monte Financial Group
Connecticut
$648K +$648K +6,521 New
BTIS
930
BB&T Investment Services
North Carolina
$647K +$149K +1,487 +30%
RIM
931
Regent Investment Management
Kentucky
$646K
BA
932
Birinyi Associates
Connecticut
$643K
AC
933
Arjuna Capital
North Carolina
$640K +$640K +6,442 New
FWM
934
Frontier Wealth Management
Missouri
$638K -$1.01M -10,210 -61%
ABC
935
Associated Banc-Corp
Wisconsin
$638K +$3.77K +38 +0.6%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$635K -$74.8K -753 -11%
EB
937
Eastern Bank
Massachusetts
$634K +$119K +1,200 +23%
OCM
938
Osterweis Capital Management
California
$633K
BAM
939
Boyar Asset Management
New York
$633K +$5.07K +51 +0.8%
JFL
940
Jarislowsky, Fraser Ltd
Quebec, Canada
$630K +$42.5K +428 +7%
EM
941
Excalibur Management
Massachusetts
$627K
VIA
942
Vantage Investment Advisors
Pennsylvania
$627K +$4.37K +44 +0.7%
HA
943
Halsey Associates
Connecticut
$627K +$627K +6,309 New
IAA
944
Independent Advisor Alliance
North Carolina
$622K +$7.21K +72 +1%
AAM
945
Autus Asset Management
Arizona
$620K -$91.5K -923 -13%
SCP
946
Sandhill Capital Partners
New York
$617K +$10.2K +103 +2%
LNC
947
Lincoln National Corp
Pennsylvania
$613K +$315K +3,172 +106%
KFS
948
Kurt F. Somerville
$606K +$278K +2,800 +85%
CAMG
949
CWA Asset Management Group
Florida
$605K +$19.8K +200 +3%
CAG
950
Csenge Advisory Group
Florida
$604K +$11.7K +118 +2%