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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 %
NWP
1151
Northstar Wealth Partners
Connecticut
$363K +$437 +4 +0.1%
KA
1152
Kovack Advisors
Florida
$363K +$69.3K +633 +24%
HPC
1153
Hobart Private Capital
North Carolina
$361K +$19.6K +179 +6%
GW
1154
GW & Wade
Massachusetts
$357K +$8.63K +79 +2%
OIA
1155
OneDigital Investment Advisors
Kansas
$356K
ATFA
1156
All Terrain Financial Advisors
Minnesota
$356K
GI
1157
Gradient Investments
Minnesota
$355K +$246K +2,248 +226%
PFM
1158
Parsec Financial Management
North Carolina
$354K -$144K -1,320 -29%
HI
1159
Horizon Investments
North Carolina
$353K +$353K +3,244 New
EWM
1160
Empirical Wealth Management
Washington
$352K +$352K +3,217 New
KMWM
1161
Keudell/Morrison Wealth Management
Oregon
$352K +$352K +3,222 New
SBWM
1162
Sunflower Bank Wealth Management
Arizona
$350K
HB
1163
Homrich & Berg
Georgia
$349K +$66.6K +609 +24%
CH
1164
Canton Hathaway
Rhode Island
$349K +$109K +1,000 +45%
KB
1165
Kimelman & Baird
New York
$348K -$22.3K -204 -6%
TSWM
1166
Triangle Securities Wealth Management
North Carolina
$347K -$14.3K -131 -4%
ATC
1167
Adirondack Trust Company
New York
$345K -$11.1K -95 -3%
APW
1168
Acima Private Wealth
Virginia
$343K
BWA
1169
Burt Wealth Advisors
Maryland
$343K +$4.15K +38 +1%
AI
1170
Accredited Investors
Minnesota
$338K +$35.6K +326 +12%
RIM
1171
Reliant Investment Management
Tennessee
$334K
NAMP
1172
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K
IUHSA
1173
Itau Unibanco Holding S.A.
Brazil
$334K
TL
1174
TrueWealth LLC
Georgia
$333K
FFBTD
1175
First Financial Bank - Trust Division
Ohio
$332K