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American Express

1,581 hedge funds and large institutions have $77.5B invested in American Express in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 519 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,581
Holders Change
+59
Holders Change %
+3.88%
% of All Funds
34.27%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
156
Increased
519
Reduced
606
Closed
77
Calls
$483M
Puts
$735M
Net Calls
-$252M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
1126
Glassman Wealth Services
Virginia
$395K +$25.3K +231 +7%
LP
1127
LGL Partners
Pennsylvania
$395K +$395K +3,611 New
CCM
1128
Cadence Capital Management
Massachusetts
$392K
PWP
1129
Principle Wealth Partners
Connecticut
$392K +$141K +1,287 +56%
SRC
1130
Sage Rhino Capital
California
$390K +$390K +3,566 New
BCM
1131
BTR Capital Management
California
$389K
AWM
1132
Aevitas Wealth Management
Massachusetts
$387K +$1.31K +12 +0.3%
FMLI
1133
Fukoku Mutual Life Insurance
Japan
$383K
SC
1134
Saybrook Capital
North Carolina
$383K
PFS
1135
Physicians Financial Services
North Carolina
$383K
SM
1136
SG3 Management
Puerto Rico
$383K +$383K +3,500 New
AWM
1137
Aries Wealth Management
Maine
$382K
WPW
1138
Waldron Private Wealth
Pennsylvania
$382K +$25.6K +234 +7%
CWM
1139
Cornerstone Wealth Management
Missouri
$381K +$75.3K +1,281 +25%
SWM
1140
SeaCrest Wealth Management
New York
$379K -$3.94K -36 -1%
GBT
1141
Grove Bank & Trust
Florida
$379K +$77.1K +705 +26%
SIC
1142
Sigma Investment Counselors
Michigan
$378K -$27.4K -250 -7%
BPWA
1143
Beacon Pointe Wealth Advisors
California
$378K
FCBT
1144
First Citizens Bank & Trust
North Carolina
$374K +$32.9K +301 +10%
CSA
1145
Cottage Street Advisors
Massachusetts
$368K
SNT
1146
Security National Trust
West Virginia
$368K +$5.48K +50 +2%
LW
1147
Linscomb Wealth
Texas
$367K -$48.2K -441 -12%
WCM
1148
Weik Capital Management
Pennsylvania
$366K -$2.73K -25 -0.7%
DI
1149
Diligent Investors
California
$366K
SRC
1150
Shufro Rose & Co
New York
$364K