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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 %
OFW
1351
Omnia Family Wealth
Florida
$128K
SGS
1352
Sterling Global Strategies
California
$124K +$124K +1,300 New
SFG
1353
SevenBridge Financial Group
Pennsylvania
$123K -$48.8K -510 -28%
AssetMark Inc
1354
AssetMark Inc
California
$123K -$30K -314 -20%
PMFA
1355
Plante Moran Financial Advisors
Michigan
$122K +$59.8K +625 +96%
MSA
1356
Marino Stram & Associates
Massachusetts
$121K -$7.6K -80 -6%
FLI
1357
Family Legacy Inc
South Carolina
$120K -$4.77K -50 -4%
ST
1358
Sageworth Trust
Pennsylvania
$119K
PCM
1359
Princeton Capital Management
New Jersey
$116K +$19.1K +200 +20%
MA
1360
MCF Advisors
Kentucky
$115K +$287 +3 +0.2%
MCM
1361
MV Capital Management
Maryland
$109K
FMTCOCP
1362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K
VCM
1363
Versant Capital Management
Arizona
$108K
LWM
1364
Lenox Wealth Management
Ohio
$108K +$2.11K +22 +2%
CAC
1365
Certified Advisory Corp
Florida
$107K
SQA
1366
Simon Quick Advisors
New Jersey
$106K -$2.76K -29 -3%
PC
1367
Permit Capital
Pennsylvania
$105K
WIM
1368
Westside Investment Management
California
$104K -$47.9K -502 -31%
JFGIW
1369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K +$479 +5 +0.5%
LWA
1370
Lenox Wealth Advisors
New York
$102K
WA
1371
WealthTrust-Arizona
Arizona
$100K
SFFS
1372
Stonehage Fleming Financial Services
Jersey
$95K
IDBONY
1373
Israel Discount Bank of New York
New York
$95K +$18.6K +195 +24%
GI
1374
Gradient Investments
Minnesota
$95K +$22.7K +238 +31%
LB
1375
Legacy Bridge
Iowa
$95K +$95K +1,000 New