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American Express

1,277 hedge funds and large institutions have $60.1B invested in American Express in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 435 increasing their positions, 558 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-14
Holders Change %
-1.08%
% of All Funds
35.69%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.34%
New
75
Increased
435
Reduced
558
Closed
79
Calls
$1.43B
Puts
$1.2B
Net Calls
+$224M
Net Calls Change
+$693M
Name Holding Trade Value Shares
Change
Shares
Change %
BKA
1251
Brick & Kyle Associates
Pennsylvania
$15K +$15K +205 New
CFA
1252
CT Financial Advisors
Pennsylvania
$14.8K
JFA
1253
JNBA Financial Advisors
Minnesota
$14K
FMII
1254
Farmers & Merchants Investments Inc
Nebraska
$13K -$22K -300 -63%
FPFS
1255
First Personal Financial Services
North Carolina
$12K
SIM
1256
Sonora Investment Management
Arizona
$12K +$12K +162 New
DLHL
1257
Donald L. Hagan LLC
Florida
$12K +$12K +165 New
UFA
1258
US Financial Advisors
Massachusetts
$11K
IMS
1259
Index Management Solutions
Pennsylvania
$10K
AFIA
1260
America First Investment Advisors
Nebraska
$9K
LWA
1261
Lenox Wealth Advisors
New York
$9K +$2.78K +38 +45%
AC
1262
Alexandria Capital
Virginia
$9K +$4.25K +60 +90%
MA
1263
MCF Advisors
Kentucky
$8K
VIA
1264
Vident Investment Advisory
Georgia
$7K -$44K -622 -86%
AIM
1265
Advantage Investment Management
Iowa
$6K -$122K -1,625 -95%
AA
1266
ALPS Advisors
Colorado
$5.24K +$12 +16 +0.2%
CFSG
1267
Community Financial Services Group
Vermont
$5K
PFO
1268
Pathstone Family Office
New Jersey
$5K +$5K +370 New
NC
1269
NewSquare Capital
Pennsylvania
$4K
MUS
1270
Mitsubishi UFJ Securities
Japan
$3K -$3.75K -50 -56%
HCM
1271
Horrell Capital Management
Arkansas
$3K
RWM
1272
Rezny Wealth Management
Florida
$2K
VNA
1273
Valley National Advisers
Pennsylvania
$2K
BWFA
1274
Baltimore-Washington Financial Advisors
Maryland
$2K +$65 +1 +3%
BCMIO
1275
Beacon Capital Management Inc (Ohio)
Ohio
$1K