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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 %
BCM
1051
Brasada Capital Management
Texas
$397K +$397K +4,000 New
TPWA
1052
TRUE Private Wealth Advisors
Oregon
$391K +$6.25K +63 +2%
HBT
1053
Hills Bank & Trust
Iowa
$387K
KA
1054
Kovack Advisors
Florida
$387K +$118K +1,434 +44%
LWM
1055
Lyell Wealth Management
California
$386K -$21.4K -215 -5%
CA
1056
Continuum Advisory
Idaho
$386K +$3.88K +39 +1%
WEC
1057
Winslow Evans & Crocker
Massachusetts
$386K
CPO
1058
Cerity Partners OCIO
New York
$384K -$35.7K -373 -9%
WIM
1059
Wittenberg Investment Management
Massachusetts
$383K
WPC
1060
White Pine Capital
Minnesota
$383K
MWNA
1061
Marshall Wace North America
New York
$382K -$1.55M -15,567 -80%
PHAM
1062
Palisades Hudson Asset Management
Florida
$381K
WF
1063
WealthTrust Fairport
Ohio
$381K +$8.94K +90 +2%
AIM
1064
Aspen Investment Management
Michigan
$380K
TF
1065
Tompkins Financial
New York
$378K
WMC
1066
Westwood Management Corporation
Illinois
$377K
VDBMI
1067
Van Den Berg Management I
Texas
$369K -$3.48K -35 -0.9%
SWA
1068
Sutton Wealth Advisors
Florida
$366K
BI
1069
Bredin Investment
Delaware
$365K +$365K +3,694 New
KLI
1070
Kelman-Lazarov Inc
Tennessee
$363K -$78.2K -787 -18%
IBOK
1071
Independence Bank of Kentucky
Kentucky
$363K +$363K +3,655 New
DI
1072
Diligent Investors
California
$362K
CAM
1073
Cypress Asset Management
Texas
$360K +$7.45K +75 +2%
TNB
1074
Thomasville National Bank
Georgia
$358K -$632K -6,368 -64%
EAM
1075
Evanson Asset Management
California
$356K -$3.57K -36 -1%