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American Express

1,296 hedge funds and large institutions have $66.6B invested in American Express in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 381 increasing their positions, 545 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+36
Holders Change %
+2.86%
% of All Funds
32.36%
Holding in Top 10
59
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.46%
% of All Funds
1.47%
New
96
Increased
381
Reduced
545
Closed
50
Calls
$625M
Puts
$893M
Net Calls
-$268M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1151
Mission Wealth Management
California
$202K +$202K +2,238 New
CBN
1152
Cadence Bank NA
Texas
$201K +$201K +2,218 New
HWA
1153
HCR Wealth Advisors
California
$201K +$201K +2,221 New
CYG
1154
Clean Yield Group
Vermont
$200K +$200K +2,212 New
AssetMark Inc
1155
AssetMark Inc
California
$199K -$10.2K -113 -5%
LA
1156
Legacy Advisors
Pennsylvania
$191K +$3.61K +40 +2%
SC
1157
SRB Corp
Massachusetts
$189K -$24.2K -267 -11%
KTC
1158
Kistler-Tiffany Companies
Pennsylvania
$181K
SQA
1159
Simon Quick Advisors
New Jersey
$175K +$74.1K +818 +73%
AAP
1160
Arax Advisory Partners
Colorado
$167K +$2.44K +27 +1%
AFNAS
1161
American Financial Network Advisory Services
California
$165K +$165K +1,820 New
FNB
1162
Farmers National Bank
Kentucky
$156K
GLI
1163
Guardian Life Insurance
New York
$151K -$2.63K -29 -2%
M
1164
MOTCO
Texas
$149K -$154K -1,700 -51%
CHC
1165
City Holding Co
West Virginia
$144K +$1.9K +21 +1%
WIM
1166
Westside Investment Management
California
$144K +$3.03K +33 +2%
GH
1167
GAM Holding
Switzerland
$137K -$9.61M -106,023 -99%
VIM
1168
Veritas Investment Management
United Kingdom
$136K
BCM
1169
Blume Capital Management
California
$136K
CFG
1170
CKW Financial Group
Hawaii
$136K
SIAP
1171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$136K
APSP
1172
Asset Planning Services (Pennsylvania)
Pennsylvania
$132K
MCM
1173
MV Capital Management
Maryland
$130K -$1.09K -12 -0.8%
CAW
1174
Cornerstone Advisors (Washington)
Washington
$127K -$362 -4 -0.3%
CAL
1175
Capital Analysts LLC
Pennsylvania
$124K