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American Express

1,522 hedge funds and large institutions have $68.3B invested in American Express in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 566 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+73
Holders Change %
+5.04%
% of All Funds
33.97%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
1.29%
New
185
Increased
464
Reduced
566
Closed
100
Calls
$462M
Puts
$738M
Net Calls
-$276M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1301
Toth Financial Advisory
Virginia
$205K +$7.73K +81 +4%
OLA
1302
Oliver Luxxe Assets
New Jersey
$204K
FWM
1303
Fairhaven Wealth Management
Illinois
$202K +$202K +2,120 New
9WM
1304
9258 Wealth Management
Ohio
$202K +$202K +2,123 New
LPWM
1305
Lake Point Wealth Management
Texas
$201K +$201K +2,104 New
QAM
1306
Questar Asset Management
Minnesota
$201K +$201K +2,107 New
GIP
1307
Granite Investment Partners
California
$200K
VCAM
1308
Van Cleef Asset Management
Ohio
$200K
HPWM
1309
Highland Private Wealth Management
Washington
$200K +$4.3K +45 +2%
FEM
1310
Fulcrum Equity Management
Texas
$200K +$200K +2,100 New
AW
1311
Alpha Windward
Massachusetts
$199K -$19.9K -209 -9%
CBT
1312
Central Bank & Trust
Kentucky
$198K -$7.36K -77 -4%
KTC
1313
Kistler-Tiffany Companies
Pennsylvania
$195K
FCB
1314
First Command Bank
Texas
$194K
FCFS
1315
First Command Financial Services
Texas
$194K
GLI
1316
Guardian Life Insurance
New York
$191K +$382 +4 +0.2%
LWM
1317
Liberty Wealth Management
California
$191K +$191K +2,008 New
Carson Wealth (CWM LLC)
1318
Carson Wealth (CWM LLC)
Nebraska
$190K +$60.6K +634 +47%
MWNA
1319
Marshall Wace North America
New York
$186K +$186K +1,956 New
KA
1320
Kaizen Advisory
Illinois
$183K +$19.5K +205 +12%
AAP
1321
Arax Advisory Partners
Colorado
$180K -$14.9K -157 -8%
TFS
1322
TrustCore Financial Services
Tennessee
$179K +$61K +640 +52%
CAL
1323
Capital Analysts LLC
Pennsylvania
$177K +$46.8K +492 +36%
PB
1324
Pinnacle Bancorp
Nebraska
$174K +$174K +1,830 New
WC
1325
Whitnell & Co
Illinois
$171K