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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 %
QCMC
1376
Quantum Capital Management (California)
California
$213K
SAM
1377
Security Asset Management
New York
$213K
FA
1378
Financial Advisors
Massachusetts
$213K
AWM
1379
Aevitas Wealth Management
Massachusetts
$212K -$31.2K -264 -13%
GSBTD
1380
Glenview State Bank Trust Department
Illinois
$212K -$11.8K -100 -5%
OCM
1381
Osterweis Capital Management
California
$212K
SC
1382
Sawyer & Company
Massachusetts
$212K
WC
1383
Whitnell & Co
Illinois
$212K +$118 +1 +0.1%
LC
1384
Lavaca Capital
Texas
$211K -$336K -2,845 -61%
MIM
1385
Montgomery Investment Management
Maryland
$211K -$33.7K -285 -14%
CAL
1386
Capital Analysts LLC
Pennsylvania
$211K -$1.77K -15 -0.8%
CTA
1387
Colonial Trust Advisors
South Carolina
$211K
MCM
1388
Mengis Capital Management
Oregon
$211K
AIA
1389
Angeles Investment Advisors
California
$211K +$211K +1,782 New
ACA
1390
Anchor Capital Advisors
Massachusetts
$208K -$43.3K -367 -17%
DBIA
1391
Dumont & Blake Investment Advisors
New Jersey
$208K -$5.91K -50 -3%
BIM
1392
Baldwin Investment Management
Pennsylvania
$208K +$208K +1,760 New
CL
1393
Choreo LLC
Illinois
$207K -$132K -1,119 -39%
RP
1394
Riverbridge Partners
Minnesota
$207K
EGA
1395
Eagle Global Advisors
Texas
$207K
11A
1396
10-15 Associates
New York
$206K +$237 +2 +0.1%
DWM
1397
Destination Wealth Management
California
$206K +$81.4K +688 +65%
CAM
1398
Claret Asset Management
Quebec, Canada
$205K +$4.86K +41 +2%
SQA
1399
Simon Quick Advisors
New Jersey
$203K +$67.9K +574 +50%
EF
1400
Empirical Finance
Pennsylvania
$200K +$3.55K +30 +2%