AXP icon

American Express

1,449 hedge funds and large institutions have $76.6B invested in American Express in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 435 increasing their positions, 585 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
+22
Holders Change %
+1.54%
% of All Funds
33.18%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
106
Increased
435
Reduced
585
Closed
74
Calls
$433M
Puts
$726M
Net Calls
-$294M
Net Calls Change
+$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1151
Maryland Capital Management
Maryland
$285K -$26.7K -251 -9%
CM
1152
Castleark Management
Illinois
$285K
ACA
1153
Anchor Capital Advisors
Massachusetts
$285K +$285K +2,675 New
LJHT
1154
Laurie J. Hall Trustee
$283K -$5.95K -56 -2%
HAIM
1155
Hunter Associates Investment Management
Pennsylvania
$281K
PWPS
1156
Pinnacle Wealth Planning Services
Ohio
$281K +$2.77K +26 +1%
CWA
1157
Clarus Wealth Advisors
Arizona
$281K +$9.46K +89 +3%
Voloridge Investment Management
1158
Voloridge Investment Management
Florida
$280K +$280K +2,633 New
LA
1159
Legacy Advisors
Pennsylvania
$278K
NPA
1160
Nichols & Pratt Advisers
Massachusetts
$277K
CWS
1161
Cypress Wealth Services
California
$277K +$7.14K +67 +3%
OWP
1162
Obermeyer Wealth Partners
Colorado
$276K
AAM
1163
Aureus Asset Management
Massachusetts
$274K -$53.3K -500 -16%
DP
1164
Dearborn Partners
Illinois
$273K
IOOF
1165
Independent Order of Foresters
Ontario, Canada
$271K -$36.2K -340 -12%
PAS
1166
Partnervest Advisory Services
California
$270K -$14.3K -134 -5%
MIM
1167
Montgomery Investment Management
Maryland
$270K -$2.66K -25 -1%
BFM
1168
Boothbay Fund Management
New York
$270K +$42K +395 +18%
KA
1169
Kovack Advisors
Florida
$270K +$270K +2,531 New
SLA
1170
Silver Lake Advisory
Utah
$268K +$2.34K +22 +0.9%
CA
1171
Centerpoint Advisors
Massachusetts
$267K
HIM
1172
Harbour Investment Management
Washington
$266K
AIM
1173
Advantage Investment Management
Iowa
$266K +$90.3K +848 +51%
HH
1174
Hilltop Holdings
Texas
$265K +$265K +2,493 New
BOS
1175
Bingham Osborn & Scarborough
California
$264K