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American Express

1,291 hedge funds and large institutions have $63.3B invested in American Express in 2015 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 512 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-24
Holders Change %
-1.83%
% of All Funds
34.82%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
1.16%
New
92
Increased
473
Reduced
512
Closed
101
Calls
$790M
Puts
$1.26B
Net Calls
-$470M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
1201
Formidable Asset Management
Ohio
$75K
LS
1202
Lupo Securities
Illinois
$74K -$1.45M -18,615 -95%
RFA
1203
Reilly Financial Advisors
California
$71K -$297K -3,818 -81%
VCM
1204
Vigilant Capital Management
Maine
$66K
WA
1205
WealthTrust-Arizona
Arizona
$66K
NSIM
1206
North Star Investment Management
Illinois
$64K
HA
1207
Harfst & Associates
Wyoming
$63K +$63K +810 New
ASN
1208
Advisory Services Network
Georgia
$58K -$87.5K -1,123 -60%
OSNBOA
1209
Old Second National Bank of Aurora
Illinois
$58K
DOA
1210
D'Orazio & Associates
Virginia
$56K
VIA
1211
Vident Investment Advisory
Georgia
$56K +$56K +721 New
FA
1212
Financial Advantage
Maryland
$53K
HF
1213
Hoxton Financial
West Virginia
$52K
CF
1214
CenterStar Fund
Illinois
$52K
MBT
1215
Monroe Bank & Trust
Michigan
$51K -$372K -4,784 -88%
PC
1216
Permit Capital
Pennsylvania
$51K
OC
1217
Oakworth Capital
Alabama
$51K
BAM
1218
Bruderman Asset Management
New York
$50K
EDRE
1219
Edmond de Rothschild (Europe)
Luxembourg
$50K +$50K +643 New
CHP
1220
Cable Hill Partners
Oregon
$48K +$23.8K +294 +98%
SAM
1221
Solaris Asset Management
New York
$47K -$27.4K -350 -37%
WCM
1222
Wealthcare Capital Management
Virginia
$47K -$2.88K -37 -6%
SAC
1223
Smith Affiliated Capital
New York
$44.7K -$44.9K
SFWA
1224
Summit Financial Wealth Advisors
Louisiana
$44K
AWM
1225
AllSquare Wealth Management
New York
$44K