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American Express

1,181 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 392 increasing their positions, 501 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
392
Reduced
501
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1126
Carson Wealth (CWM LLC)
Nebraska
$22K +$20K +308 +994%
ANBT
1127
American National Bank & Trust
Texas
$21K
NSIM
1128
North Star Investment Management
Illinois
$21K
ACS
1129
Archford Capital Strategies
Illinois
$20K +$122 +2 +0.6%
AII
1130
AGF Investments Inc
Ontario, Canada
$19K +$6.33K +100 +50%
CFA
1131
Camarda Financial Advisors
Florida
$18K
KPCM
1132
Kings Point Capital Management
New York
$18K
FPB
1133
First PREMIER Bank
South Dakota
$18K +$9K +140 +100%
PCP
1134
Proficio Capital Partners
Massachusetts
$17K +$2.23K +34 +15%
AF
1135
Allworth Financial
California
$16K
PWM
1136
Perigon Wealth Management
California
$15K +$15K +235 New
AWMS
1137
Advocacy Wealth Management Services
Georgia
$14K
AWM
1138
AllSquare Wealth Management
New York
$14K
SA
1139
SRH Advisors
Kansas
$13K
BKA
1140
Brick & Kyle Associates
Pennsylvania
$13K
TC
1141
Trust Company
Kansas
$13K
CPA
1142
Cowen Prime Advisors
New York
$13K
MMG
1143
Monetary Management Group
Missouri
$13K
ICOM
1144
Investment Counselors of Maryland
Maryland
$13K
SGAM
1145
Smith Group Asset Management
Texas
$13K +$1.9K +30 +17%
RWG
1146
Regal Wealth Group
California
$12K
PCTC
1147
Perkins Coie Trust Company
Washington
$11K
TIM
1148
Tortoise Investment Management
New York
$11K
LWM
1149
LBA Wealth Management
Florida
$11K
HR
1150
Howe & Rusling
New York
$11K +$2.9K +44 +36%