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American Express

1,578 hedge funds and large institutions have $82.3B invested in American Express in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 608 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
Holders Change %
0%
% of All Funds
34.66%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
1.21%
New
105
Increased
535
Reduced
608
Closed
95
Calls
$530M
Puts
$832M
Net Calls
-$303M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
976
Weil Company
California
$718K
WWM
977
Western Wealth Management
Colorado
$717K +$20.3K +172 +3%
WA
978
WBH Advisory
Maryland
$714K -$11.7K -99 -2%
SWRP
979
Summit Wealth & Retirement Planning
California
$710K
RIM
980
Regent Investment Management
Kentucky
$710K +$118K +1,000 +20%
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
$701K +$591 +5 +0.1%
WA
982
WealthTrust Axiom
Pennsylvania
$699K -$85.8K -726 -11%
SCI
983
S&CO Inc
Massachusetts
$698K
DTL
984
Dynamic Technology Lab
Singapore
$696K +$696K +5,881 New
SBL
985
Sargent Bickham Lagudis
Colorado
$693K -$278K -2,353 -29%
EM
986
Excalibur Management
Massachusetts
$681K
KOCAA
987
Knights of Columbus Asset Advisors
Connecticut
$678K -$159K -1,341 -19%
FPA
988
First Pacific Advisors
California
$674K
JT
989
Jump Trading
Illinois
$673K -$819K -6,919 -55%
SFS
990
Sowell Financial Services
Arkansas
$669K +$669K +5,655 New
BOTW
991
Bank of the West
California
$661K -$26.9K -227 -4%
CS
992
Cannell & Spears
New York
$657K
GFS
993
GYL Financial Synergies
Connecticut
$657K +$657K +5,555 New
YWP
994
YorkBridge Wealth Partners
New York
$656K -$23K -194 -3%
BSA
995
Bull Street Advisors
Georgia
$655K +$655K +5,535 New
MOS
996
MGO One Seven
Ohio
$653K +$15.5K +131 +2%
OIA
997
OneDigital Investment Advisors
Kansas
$653K +$228K +1,924 +54%
AF
998
Advisornet Financial
Minnesota
$651K -$40.8K -345 -6%
EB
999
Eastern Bank
Massachusetts
$651K -$592 -5 -0.1%
RC
1000
RegentAtlantic Capital
New Jersey
$650K -$7.93K -67 -1%