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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 %
WA
1051
Wheatland Advisors
Pennsylvania
$544K -$71K -600 -12%
KIA
1052
Kopp Investment Advisors
Minnesota
$543K -$38.2K -323 -7%
TAM
1053
Tiverton Asset Management
Delaware
$537K -$351K -2,970 -40%
WT
1054
Washington Trust
Rhode Island
$536K -$284K -2,419 -35%
HIIFS
1055
Harel Insurance Investments & Financial Services
Israel
$536K +$250K +2,110 +87%
SCM
1056
Stevens Capital Management
Pennsylvania
$535K +$535K +4,520 New
PFO
1057
Pathstone Family Office
New Jersey
$532K
FC
1058
Fulcrum Capital
Washington
$532K +$532K +4,500 New
LIM
1059
Leavell Investment Management
Alabama
$531K -$8.4K -71 -2%
Carson Wealth (CWM LLC)
1060
Carson Wealth (CWM LLC)
Nebraska
$531K
LWAC
1061
Laurel Wealth Advisors (California)
California
$530K +$33.6K +284 +7%
RMCM
1062
Reynders McVeigh Capital Management
Massachusetts
$528K +$8.28K +70 +2%
FM
1063
Foster & Motley
Ohio
$528K +$95.7K +808 +22%
PGAM
1064
Princeton Global Asset Management
New Jersey
$526K
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$524K -$99.4K -841 -16%
PWS
1066
Paragon Wealth Strategies
Florida
$524K +$162K +1,373 +45%
CP
1067
Covenant Partners
Tennessee
$523K
FAM
1068
Fred Alger Management
New York
$520K -$70.9K -600 -12%
V
1069
VeraBank
Texas
$520K -$35.5K -300 -6%
NFG
1070
Next Financial Group
Texas
$513K +$152K +1,287 +42%
S
1071
SignatureFD
Georgia
$511K -$20.7K -175 -4%
PP
1072
PagnatoKarp Partners
Virginia
$507K +$507K +4,289 New
MWP
1073
MYCIO Wealth Partners
Pennsylvania
$504K +$14.5K +123 +3%
SCM
1074
Stellar Capital Management
Arizona
$503K
NGA
1075
Naples Global Advisors
Florida
$503K +$284K +2,400 +130%