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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 %
MIH
1001
Meitav Investment House
Israel
$627K -$271K -2,484 -30%
LFAS
1002
Level Four Advisory Services
Texas
$626K -$38.3K -350 -6%
FPA
1003
First Pacific Advisors
California
$623K
MOS
1004
MGO One Seven
Ohio
$623K +$130K +1,190 +26%
SVWA
1005
Sound View Wealth Advisors
Georgia
$621K -$15.8K -145 -2%
BOTW
1006
Bank of the West
California
$617K -$55.2K -505 -8%
HCM
1007
Hall Capital Management
Rhode Island
$616K +$67.8K +620 +12%
EB
1008
Eastern Bank
Massachusetts
$613K -$71.7K -655 -10%
RC
1009
RegentAtlantic Capital
New Jersey
$613K +$39K +357 +7%
GCA
1010
Gideon Capital Advisors
New York
$610K +$205K +1,878 +51%
CS
1011
Cannell & Spears
New York
$607K
HIM
1012
Hillsdale Investment Management
Ontario, Canada
$602K +$178K +1,625 +42%
SWA
1013
Stratos Wealth Advisors
Ohio
$600K -$57.7K -528 -9%
ITIM
1014
Indiana Trust & Investment Management
Indiana
$597K -$45.4K -415 -7%
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$597K +$5.03K +46 +0.8%
BP
1016
Ballentine Partners
Massachusetts
$594K -$2.73K -25 -0.5%
SSWM
1017
Sheets Smith Wealth Management
North Carolina
$588K -$2.84K -26 -0.5%
OCM
1018
Osterweis Capital Management
California
$587K
DSC
1019
Duncker Streett & Co
Missouri
$581K
MFW
1020
Meristem Family Wealth
Minnesota
$581K
RCC
1021
Red Cedar Capital
Nebraska
$579K
Mackenzie Financial
1022
Mackenzie Financial
Ontario, Canada
$578K -$15.6M -143,178 -96%
QI
1023
Qtron Investments
Massachusetts
$577K
HC
1024
HNP Capital
New York
$574K -$41K -375 -7%
VRM
1025
Vectors Research Management
New York
$574K +$506K +4,625 +740%