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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 %
BMA
976
Brooks Moore & Associates
Tennessee
$672K -$76.5K -700 -10%
WT
977
Washington Trust
Rhode Island
$671K +$8.82K +75 +1%
CIA
978
Capital Investment Advisors
Georgia
$668K -$35K -320 -5%
HF
979
HRT Financial
New York
$667K +$667K +6,107 New
LCS
980
Levin Capital Strategies
New York
$663K -$48.5K -444 -7%
PGWM
981
Parisi Gray Wealth Management
New Jersey
$663K -$32.8K -300 -5%
PVWM
982
Point View Wealth Management
New Jersey
$663K -$109 -1 -0%
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$663K
YWP
984
YorkBridge Wealth Partners
New York
$660K -$602K -5,509 -48%
BA
985
Birinyi Associates
Connecticut
$658K -$54.7K -500 -8%
EM
986
Excalibur Management
Massachusetts
$657K -$14.5K -133 -2%
BHB
987
Bank Hapoalim BM
Israel
$657K
WC
988
Weil Company
California
$656K
SWRP
989
Summit Wealth & Retirement Planning
California
$656K +$656K +6,003 New
RIG
990
Roosevelt Investment Group
New York
$655K -$99.5K -910 -13%
LSAG
991
Lake Street Advisors Group
New Hampshire
$653K +$286K +2,620 +78%
Rockefeller Capital Management
992
Rockefeller Capital Management
New York
$652K +$634K +5,803 +3,538%
AF
993
Advisornet Financial
Minnesota
$649K +$114K +1,045 +21%
GC
994
Garde Capital
Washington
$648K -$6.99K -64 -1%
ECM
995
Estabrook Capital Management
New York
$647K -$54.7K -500 -8%
SCI
996
S&CO Inc
Massachusetts
$645K
IAA
997
Independent Advisor Alliance
North Carolina
$644K +$18.3K +167 +3%
CS
998
Comerica Securities
Michigan
$639K +$28.4K +260 +5%
BSPF
999
British Steel Pension Fund
United Kingdom
$634K +$634K +5,800 New
QCM
1000
Quest Capital Management
Texas
$633K +$633K +5,769 New