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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 %
BBI
951
Baxter Bros Inc
Connecticut
$601K -$12.3K -124 -2%
PVWM
952
Point View Wealth Management
New Jersey
$600K -$33.1K -333 -5%
MHIM
953
MacNealy Hoover Investment Management
Ohio
$596K
WC
954
Weil Company
California
$596K +$596K +6,000 New
IFAM
955
Institutional & Family Asset Management
Colorado
$592K -$47.5K -478 -7%
MA
956
Montag & Associates
Georgia
$591K
PC
957
Palo Capital
California
$588K
GC
958
Garde Capital
Washington
$585K -$8.44K -85 -1%
EIM
959
Essex Investment Management
Massachusetts
$581K +$34.6K +348 +6%
GT
960
Greenleaf Trust
Michigan
$576K +$18.1K +182 +3%
AWA
961
Arete Wealth Advisors
Illinois
$573K -$143K -1,444 -20%
MGIA
962
Moneta Group Investment Advisors
Missouri
$567K
PFBT
963
Parkside Financial Bank & Trust
Missouri
$566K -$397 -4 -0.1%
CC
964
Cognios Capital
Kansas
$564K +$564K +5,686 New
FB
965
Fulton Bank
Pennsylvania
$559K +$50.2K +505 +10%
DSC
966
Duncker Streett & Co
Missouri
$557K
GAM
967
Garrison Asset Management
Arkansas
$556K
CS
968
Cannell & Spears
New York
$551K
ACG
969
Allen Capital Group
Nebraska
$546K +$546K +5,494 New
IH
970
IFC Holdings
Florida
$545K -$157K -1,577 -22%
SBH
971
Segall Bryant & Hamill
Illinois
$544K -$9.73K -98 -2%
BP
972
Ballentine Partners
Massachusetts
$543K -$369K -3,710 -40%
SCM
973
Stellar Capital Management
Arizona
$543K -$32.3K -325 -6%
PFS
974
Prospera Financial Services
Texas
$540K +$8.27K +83 +2%
MCM
975
Manchester Capital Management
Vermont
$537K