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American Express

1,578 hedge funds and large institutions have $82.3B invested in American Express in 2019 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 535 increasing their positions, 608 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
Holders Change %
0%
% of All Funds
34.66%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
1.21%
New
105
Increased
535
Reduced
608
Closed
95
Calls
$530M
Puts
$832M
Net Calls
-$303M
Net Calls Change
-$54.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NNP
1251
Nachman Norwood & Parrott
South Carolina
$295K -$8.29K -70 -3%
CI
1252
CX Institutional
Indiana
$295K +$10.2K +86 +4%
MCM
1253
Maryland Capital Management
Maryland
$294K -$23.2K -196 -7%
KB
1254
Kimelman & Baird
New York
$293K
TIS
1255
Tortoise Index Solutions
Kansas
$292K +$96.8K +819 +50%
LWM
1256
Liberty Wealth Management
California
$291K -$33.3K -282 -10%
JFA
1257
JNBA Financial Advisors
Minnesota
$291K -$10.8K -91 -4%
CIC
1258
Carnegie Investment Counsel
Ohio
$290K -$13K -110 -4%
NEGWA
1259
New England Guild Wealth Advisors
Connecticut
$290K
MFT
1260
Moisand Fitzgerald Tamayo
Florida
$290K
MA
1261
MANA Advisors
New York
$289K +$289K +2,447 New
WIP
1262
Wellesley Investment Partners
Massachusetts
$288K +$288K +2,435 New
CPA
1263
Clear Perspective Advisors
Illinois
$286K -$86.5K -619 -23%
CIP
1264
Convergence Investment Partners
Florida
$285K -$1.2M -10,104 -81%
MWA
1265
Meridian Wealth Advisors
Texas
$285K -$10K -85 -3%
MC
1266
Montag & Caldwell
Georgia
$284K
VWM
1267
Valley Wealth Managers
New Jersey
$284K +$24.2K +205 +9%
GA
1268
Geller Advisors
New York
$284K +$284K +2,402 New
BCM
1269
Brookstone Capital Management
Illinois
$283K -$87.8K -742 -24%
DP
1270
Dearborn Partners
Illinois
$283K
WTB
1271
Washington Trust Bank
Washington
$281K
KLI
1272
Kelman-Lazarov Inc
Tennessee
$281K
OAM
1273
Oak Asset Management
California
$280K +$3.19K +27 +1%
IIC
1274
Integrated Investment Consultants
Michigan
$279K -$39.6K -335 -12%
LJHT
1275
Laurie J. Hall Trustee
$277K