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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 %
EWA
1076
EP Wealth Advisors
California
$354K +$12.2K +123 +4%
SNT
1077
Security National Trust
West Virginia
$353K
LA
1078
LVW Advisors
New York
$350K -$21.4K -216 -6%
FMLI
1079
Fukoku Mutual Life Insurance
Japan
$348K
EVM
1080
Evelyn V. Moreno
$348K
PFS
1081
Physicians Financial Services
North Carolina
$348K
SC
1082
Saybrook Capital
North Carolina
$348K +$348K +3,500 New
MWP
1083
MYCIO Wealth Partners
Pennsylvania
$347K -$20.2K -204 -6%
SIC
1084
Sigma Investment Counselors
Michigan
$347K +$893 +9 +0.3%
BTNA
1085
Bremer Trust National Association
Minnesota
$345K -$102K -1,028 -23%
ATC
1086
Adirondack Trust Company
New York
$345K -$4.97K -50 -1%
BWA
1087
Burt Wealth Advisors
Maryland
$345K +$113K +1,139 +49%
WCM
1088
Weik Capital Management
Pennsylvania
$343K
CTA
1089
Colonial Trust Advisors
South Carolina
$343K +$343K +3,450 New
NA
1090
Nottingham Advisors
New York
$340K +$2.28K +23 +0.7%
MOS
1091
MGO One Seven
Ohio
$339K +$339K +3,413 New
BRWA
1092
B. Riley Wealth Advisors
Florida
$338K -$219K -2,192 -39%
CSA
1093
Cottage Street Advisors
Massachusetts
$338K
DWM
1094
Doyle Wealth Management
Florida
$338K +$12.8K +129 +4%
BFC
1095
Bedel Financial Consulting
Indiana
$338K +$338K +3,406 New
MRCM
1096
M&R Capital Management
New Jersey
$336K -$14.7K -148 -4%
AWM
1097
Aries Wealth Management
Maine
$334K +$334K +3,412 New
RM
1098
Resource Management
Louisiana
$334K +$334K +3,534 New
CBT
1099
Central Bank & Trust
Kentucky
$333K -$12.4K -125 -4%
MCTIC
1100
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$332K