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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 %
CAM
1201
Close Asset Management
United Kingdom
$315K -$108M -988,099 -100%
SLT
1202
St Louis Trust
Missouri
$315K
MAA
1203
Matrix Asset Advisors
New York
$314K -$1.79M -16,399 -85%
AAS
1204
Avantax Advisory Services
Texas
$314K +$8.42K +77 +3%
AB
1205
Atlas Brown
Kentucky
$312K -$26K -238 -8%
MWM
1206
Meridian Wealth Management
Kentucky
$312K +$312K +2,858 New
VBFG
1207
Vishria Bird Financial Group
Tennessee
$311K
CCMD
1208
Cypress Capital Management (Delaware)
Delaware
$307K -$53.5K -490 -15%
CA
1209
Cambridge Advisors
Nebraska
$307K -$10.9K -100 -3%
SFS
1210
Strategic Financial Services
New York
$307K
OIA
1211
Optimum Investment Advisors
Illinois
$307K +$66.8K +610 +28%
MIP
1212
Marietta Investment Partners
Wisconsin
$306K
TL
1213
Tirschwell & Loewy
New York
$306K
NFG
1214
Nations Financial Group
Iowa
$306K +$328 +3 +0.1%
NCM
1215
Nelson Capital Management
California
$305K
IWP
1216
Icon Wealth Partners
Texas
$303K -$25.4K -232 -8%
SICM
1217
Sustainable Insight Capital Management
New York
$303K -$24.9K -228 -8%
MCMT
1218
Moon Capital Management (Tennessee)
Tennessee
$303K +$109 +1 +0%
RHAM
1219
Round Hill Asset Management
California
$301K -$5.46K -50 -2%
OA
1220
Oxbow Advisors
Texas
$299K
HWA
1221
HCR Wealth Advisors
California
$299K +$61.3K +561 +26%
PCMC
1222
Paragon Capital Management (Colorado)
Colorado
$298K
CL
1223
Choreo LLC
Illinois
$298K +$298K +2,722 New
AA
1224
Advisory Alpha
Michigan
$297K
NFC
1225
Northeast Financial Consultants
Connecticut
$297K +$297K +2,713 New