AXP icon

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 %
ACG
1026
Allen Capital Group
Nebraska
$569K -$75K -687 -12%
ERIM
1027
Eagle Ridge Investment Management
Connecticut
$568K
PGCM
1028
Prescott Group Capital Management
Oklahoma
$568K
WA
1029
Wheatland Advisors
Pennsylvania
$568K +$120K +1,100 +27%
AL
1030
Aspiriant LLC
California
$567K -$11.4K -104 -2%
LA
1031
Legacy Advisors
Pennsylvania
$562K +$276K +2,533 +97%
TCM
1032
Tufton Capital Management
Maryland
$555K +$555K +5,078 New
EWM
1033
Evermay Wealth Management
Virginia
$554K -$10.9K -100 -2%
FAM
1034
Fred Alger Management
New York
$554K -$6.88K -63 -1%
BAMF
1035
BI Asset Management Fondsmaeglerselskab
Denmark
$547K -$1.13M -10,300 -67%
ER
1036
Enlightenment Research
Florida
$547K -$481K -4,400 -47%
RIM
1037
Regent Investment Management
Kentucky
$547K -$120K -1,100 -18%
DCM
1038
Donaldson Capital Management
Indiana
$547K +$3.28K +30 +0.6%
FCCM
1039
First City Capital Management
Georgia
$545K
BC
1040
Burney Company
Virginia
$544K -$361K -3,299 -40%
AF
1041
Arrow Financial
New York
$541K
FSA
1042
Fort Sheridan Advisors
Illinois
$535K
BRWA
1043
B. Riley Wealth Advisors
Florida
$534K +$104K +950 +24%
MWP
1044
MYCIO Wealth Partners
Pennsylvania
$533K +$82.1K +752 +18%
Carson Wealth (CWM LLC)
1045
Carson Wealth (CWM LLC)
Nebraska
$531K +$202K +1,223 +61%
LNC
1046
Lincoln National Corp
Pennsylvania
$529K +$205K +1,877 +63%
MHS
1047
M Holdings Securities
Oregon
$522K +$141K +1,295 +37%
RIL
1048
Rothschild Investment LLC
Illinois
$520K
V
1049
VeraBank
Texas
$519K
MFG
1050
Magnus Financial Group
New York
$511K +$546 +5 +0.1%