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American Express

1,578 hedge funds and large institutions have $82.3B invested in American Express in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 608 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
Holders Change %
0%
% of All Funds
34.66%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
1.21%
New
105
Increased
535
Reduced
608
Closed
95
Calls
$530M
Puts
$832M
Net Calls
-$303M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
1176
Keudell/Morrison Wealth Management
Oregon
$363K -$2.13K -18 -0.6%
NAMP
1177
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$361K
NP
1178
NorthRock Partners
Minnesota
$361K +$361K +3,053 New
FFBTD
1179
First Financial Bank - Trust Division
Ohio
$360K
TL
1180
TrueWealth LLC
Georgia
$360K
PFS
1181
Prospera Financial Services
Texas
$359K -$36.8K -311 -9%
DWM
1182
Dorchester Wealth Management
Quebec, Canada
$359K
VCM
1183
Violich Capital Management
California
$355K
ACM
1184
AUA Capital Management
Pennsylvania
$355K
1IA
1185
1834 Investment Advisors
Wisconsin
$355K
PHAM
1186
Palisades Hudson Asset Management
Florida
$354K
AAM
1187
Autus Asset Management
Arizona
$354K +$59.1K +500 +20%
WWM
1188
Windsor Wealth Management
Indiana
$351K -$95.7K -847 -21%
PWPS
1189
Pinnacle Wealth Planning Services
Ohio
$351K +$95.2K +805 +37%
ACM
1190
Advisors Capital Management
New Jersey
$350K +$350K +2,960 New
GBBWRPM
1191
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$348K
HAIM
1192
Hunter Associates Investment Management
Pennsylvania
$348K +$35.5K +300 +11%
PFM
1193
Parsec Financial Management
North Carolina
$344K
SBWM
1194
Sunflower Bank Wealth Management
Arizona
$342K -$35.5K -300 -9%
PTB
1195
Pioneer Trust Bank
Oregon
$342K
CAM
1196
Close Asset Management
United Kingdom
$341K
WIA
1197
Westbourne Investment Advisors
Maryland
$341K +$106K +900 +45%
MAA
1198
Matrix Asset Advisors
New York
$340K
ATC
1199
Adirondack Trust Company
New York
$340K
SAM
1200
SignalPoint Asset Management
Missouri
$339K +$1.42K +12 +0.4%