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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 %
BWM
1201
Baystate Wealth Management
Massachusetts
$85K +$2.2K +24 +3%
KF
1202
Krilogy Financial
Missouri
$84K +$9.27K +102 +12%
OIA
1203
OneDigital Investment Advisors
Kansas
$76K -$39.1K -430 -34%
MFBTD
1204
MB Financial Bank - Trust Department
Illinois
$73K
Carson Wealth (CWM LLC)
1205
Carson Wealth (CWM LLC)
Nebraska
$73K +$37.6K +414 +106%
CBT
1206
Capital Bank & Trust
California
$72K
SIAS
1207
Shine Investment Advisory Services
Colorado
$72K
IDBONY
1208
Israel Discount Bank of New York
New York
$72K
TJHA
1209
Thomas J. Herzfeld Advisors
Florida
$72K +$271 +3 +0.4%
EWM
1210
Edge Wealth Management
New York
$69K
GAM
1211
Gemmer Asset Management
California
$68K
RFS
1212
Rockefeller Financial Services
New York
$66K +$66K +728 New
IWM
1213
IHT Wealth Management
Illinois
$65K -$11K -119 -14%
TDC
1214
Thompson Davis & Co
Virginia
$63K -$519K -5,700 -89%
RFA
1215
Reilly Financial Advisors
California
$63K +$4K +44 +7%
MAM
1216
Magellan Asset Management
Australia
$62K
JWA
1217
JFS Wealth Advisors
Pennsylvania
$62K
FA
1218
Financial Advantage
Maryland
$62K +$62K +680 New
FAM
1219
Fred Alger Management
New York
$61K
SGAM
1220
Smith Group Asset Management
Texas
$61K +$38.9K +430 +176%
LYV
1221
Live Your Vision
Pennsylvania
$60K
PMFA
1222
Plante Moran Financial Advisors
Michigan
$59K
JG
1223
Jefferies Group
New York
$58K +$58K +646 New
AA
1224
AlphaMark Advisors
Kentucky
$56K
LCM
1225
Liberty Capital Management
Michigan
$55K