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American Express

1,522 hedge funds and large institutions have $68.3B invested in American Express in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 566 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+73
Holders Change %
+5.04%
% of All Funds
33.97%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
1.29%
New
185
Increased
464
Reduced
566
Closed
100
Calls
$462M
Puts
$738M
Net Calls
-$276M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
1201
Nelson Capital Management
California
$266K
AI
1202
Accredited Investors
Minnesota
$264K -$9.54K -100 -3%
PTB
1203
Pioneer Trust Bank
Oregon
$264K
MCMT
1204
Moon Capital Management (Tennessee)
Tennessee
$264K +$95 +1 +0%
GBT
1205
Grove Bank & Trust
Florida
$263K +$1.34K +14 +0.5%
LJHT
1206
Laurie J. Hall Trustee
$262K -$23.4K -218 -8%
MWM
1207
Mission Wealth Management
California
$262K -$6.76K -71 -3%
AP
1208
Appleton Partners
Massachusetts
$261K -$8.1K -85 -3%
OA
1209
Oxbow Advisors
Texas
$261K
IWM
1210
IHT Wealth Management
Illinois
$261K +$72.1K +755 +38%
PCMC
1211
Paragon Capital Management (Colorado)
Colorado
$260K
GBBWRPM
1212
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$258K +$952 +10 +0.4%
NIM
1213
NuWave Investment Management
New Jersey
$258K +$49.8K +522 +24%
BFA
1214
Beaumont Financial Advisors
Massachusetts
$257K +$24.9K +261 +11%
IIC
1215
Integrated Investment Consultants
Michigan
$257K +$36.7K +385 +17%
KA
1216
Kovack Advisors
Florida
$256K +$14.7K +154 +6%
MCM
1217
Maryland Capital Management
Maryland
$255K
CM
1218
Castleark Management
Illinois
$255K
S
1219
Surevest
California
$254K +$254K +2,668 New
HAIM
1220
Hunter Associates Investment Management
Pennsylvania
$252K
LA
1221
Legacy Advisors
Pennsylvania
$249K +$1.05K +11 +0.4%
NA
1222
Navellier & Associates
Nevada
$248K -$19.1K -200 -7%
AIM
1223
Advantage Investment Management
Iowa
$248K +$9.64K +101 +4%
KLI
1224
Kelman-Lazarov Inc
Tennessee
$247K -$19.1K -200 -7%
OWP
1225
Obermeyer Wealth Partners
Colorado
$247K