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American Express

1,449 hedge funds and large institutions have $76.6B invested in American Express in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 435 increasing their positions, 585 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
+22
Holders Change %
+1.54%
% of All Funds
33.18%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.98%
New
106
Increased
435
Reduced
585
Closed
74
Calls
$433M
Puts
$726M
Net Calls
-$294M
Net Calls Change
+$53.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
1301
Archford Capital Strategies
Illinois
$137K -$5.87K -55 -4%
ST
1302
Sageworth Trust
Pennsylvania
$133K +$109K +1,025 +456%
SWMG
1303
Signature Wealth Management Group
Georgia
$132K -$442K -4,356 -77%
TFS
1304
TrustCore Financial Services
Tennessee
$132K
MA
1305
MCF Advisors
Kentucky
$128K +$320 +3 +0.3%
CPIG
1306
Chicago Partners Investment Group
Illinois
$124K +$203 +2 +0.2%
SQA
1307
Simon Quick Advisors
New Jersey
$122K
MCM
1308
MV Capital Management
Maryland
$121K
FMTCOCP
1309
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K
VCM
1310
Versant Capital Management
Arizona
$120K -$528 -5 -0.4%
CAC
1311
Certified Advisory Corp
Florida
$119K
LWM
1312
Lenox Wealth Management
Ohio
$118K +$853 +8 +0.7%
PC
1313
Permit Capital
Pennsylvania
$117K
JFGIW
1314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K -$43.4K -408 -27%
LWA
1315
Lenox Wealth Advisors
New York
$114K +$105K +986 +1,174%
AC
1316
Avestar Capital
New York
$113K +$6.48K +74 +6%
WA
1317
WealthTrust-Arizona
Arizona
$112K -$3.51K -33 -3%
PCM
1318
Princeton Capital Management
New Jersey
$108K
MWM
1319
Mascoma Wealth Management
New Hampshire
$106K
SFFS
1320
Stonehage Fleming Financial Services
Jersey
$106K
AA
1321
Ancora Advisors
Ohio
$106K +$106K +992 New
JWA
1322
JFS Wealth Advisors
Pennsylvania
$104K
WC
1323
Whitney & Co
New York
$104K +$16.9K +155 +19%
THWM
1324
Taylor Hoffman Wealth Management
Virginia
$102K
CC
1325
Claybrook Capital
Massachusetts
$96K