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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 %
EA
1301
Edge Advisors
Georgia
$111K
PC
1302
Permit Capital
Pennsylvania
$109K
IWM
1303
IHT Wealth Management
Illinois
$102K +$31.7K +318 +45%
LWM
1304
Lenox Wealth Management
Ohio
$101K +$296 +3 +0.3%
CPIG
1305
Chicago Partners Investment Group
Illinois
$101K +$396 +4 +0.4%
CAC
1306
Certified Advisory Corp
Florida
$101K +$101K +1,022 New
SIA
1307
SeaBridge Investment Advisors
New Jersey
$100K
SFSIG
1308
San Francisco Sentry Investment Group
California
$100K
HIIFS
1309
Harel Insurance Investments & Financial Services
Israel
$99K -$129K -1,300 -57%
HCM
1310
Highlander Capital Management
New Jersey
$99K
GWS
1311
Glassman Wealth Services
Virginia
$99K
THWM
1312
Taylor Hoffman Wealth Management
Virginia
$95K +$95K +955 New
OIA
1313
OneDigital Investment Advisors
Kansas
$93K +$9.5K +95 +11%
NSB
1314
Norway Savings Bank
Maine
$92K -$5.74K -58 -6%
MWM
1315
Mascoma Wealth Management
New Hampshire
$92K
CBT
1316
Capital Bank & Trust
California
$92K +$12.4K +125 +16%
BWM
1317
Baystate Wealth Management
Massachusetts
$89K -$2.36K -24 -3%
FHA
1318
First Horizon Advisors
Tennessee
$87K -$20.8K -209 -19%
AC
1319
Avestar Capital
New York
$85K +$85K +994 New
KF
1320
Krilogy Financial
Missouri
$82K -$9.73K -98 -11%
MFBTD
1321
MB Financial Bank - Trust Department
Illinois
$80K
MAM
1322
Magellan Asset Management
Australia
$80K +$12K +121 +18%
SIAS
1323
Shine Investment Advisory Services
Colorado
$79K
IDBONY
1324
Israel Discount Bank of New York
New York
$79K
GI
1325
Gradient Investments
Minnesota
$76K +$76K +770 New