AXP icon

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 %
PG
1101
Patten Group
Tennessee
$328K
ZAM
1102
Zevin Asset Management
Massachusetts
$327K -$21.4K -215 -6%
TIA
1103
Tiemann Investment Advisors
California
$327K -$3.88K -39 -1%
PTB
1104
Pioneer Trust Bank
Oregon
$325K -$126K -1,270 -28%
TSS
1105
Two Sigma Securities
New York
$325K -$55.2K -555 -15%
SBWM
1106
Sunflower Bank Wealth Management
Arizona
$323K -$4.98K -50 -2%
DCM
1107
Donaldson Capital Management
Indiana
$323K -$298 -3 -0.1%
SCM
1108
SKBA Capital Management
California
$323K
NWP
1109
Northstar Wealth Partners
Connecticut
$323K +$323K +3,220 New
MHS
1110
M Holdings Securities
Oregon
$321K -$22.7K -228 -7%
AB
1111
Atlas Brown
Kentucky
$320K +$3.58K +36 +1%
OC
1112
Oakworth Capital
Alabama
$319K -$203K -2,079 -39%
B
1113
Brightworth
Georgia
$318K -$63.6K -640 -17%
TSWM
1114
Triangle Securities Wealth Management
North Carolina
$318K
1IA
1115
1834 Investment Advisors
Wisconsin
$318K +$318K +3,200 New
LFAS
1116
Level Four Advisory Services
Texas
$316K -$106K -1,071 -25%
SMH
1117
Sanders Morris Harris
Texas
$315K
LOAMS
1118
Lombard Odier Asset Management (Switzerland)
Switzerland
$314K
AAM
1119
Aureus Asset Management
Massachusetts
$314K +$5.96K +60 +2%
ATFA
1120
All Terrain Financial Advisors
Minnesota
$314K +$314K +3,160 New
FNBOH
1121
First National Bank of Hutchinson
Kansas
$310K
SWM
1122
SeaCrest Wealth Management
New York
$309K +$309K +3,108 New
CCMD
1123
Cypress Capital Management (Delaware)
Delaware
$308K
GW
1124
GW & Wade
Massachusetts
$308K +$8.74K +88 +3%
STA
1125
Summit Trail Advisors
New York
$308K +$308K +3,102 New