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American Express

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1226
Toth Financial Advisory
Virginia
$221K -$55.6K -559 -20%
FCFS
1227
First Command Financial Services
Texas
$221K -$15.8K -159 -7%
FCB
1228
First Command Bank
Texas
$221K -$15.8K -159 -7%
PL
1229
Perpetual Ltd
Australia
$220K -$60.1K -600 -21%
ACA
1230
Anchor Capital Advisors
Massachusetts
$220K -$26.8K -270 -11%
CBN
1231
Cadence Bank NA
Texas
$220K
CYG
1232
Clean Yield Group
Vermont
$220K
BAAM
1233
Baker Avenue Asset Management
California
$220K +$220K +2,220 New
PL
1234
Parkwood LLC
Ohio
$219K -$134K -1,350 -38%
BG
1235
Bahl & Gaynor
Ohio
$219K +$219K +2,207 New
MWM
1236
Mission Wealth Management
California
$218K -$4.47K -45 -2%
OIA
1237
Optimum Investment Advisors
Illinois
$218K +$218K +2,195 New
FCAG
1238
First Capital Advisors Group
New Jersey
$218K +$218K +2,200 New
ABTD
1239
Arvest Bank Trust Division
Oklahoma
$215K +$215K +2,167 New
WA
1240
Wealth Architects
California
$214K -$15.3K -154 -7%
APP
1241
Avantax Planning Partners
Iowa
$209K -$84.5K -850 -29%
VCAM
1242
Van Cleef Asset Management
Ohio
$209K +$209K +2,100 New
GIP
1243
Granite Investment Partners
California
$209K +$209K +2,100 New
FCBT
1244
First Citizens Bank & Trust
North Carolina
$209K +$209K +2,106 New
PL
1245
Plancorp LLC
Missouri
$209K +$209K +2,123 New
WPW
1246
Waldron Private Wealth
Pennsylvania
$208K +$208K +2,096 New
SC
1247
SRB Corp
Massachusetts
$207K
IRC
1248
Investors Research Corp
Georgia
$207K +$207K +2,088 New
LA
1249
Legacy Advisors
Pennsylvania
$206K -$3.97K -40 -2%
CA
1250
Capital Advantage
California
$205K -$39.9K -402 -16%