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American Express

1,440 hedge funds and large institutions have $67.5B invested in American Express in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 459 increasing their positions, 592 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
+13
Holders Change %
+0.91%
% of All Funds
33.05%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.99%
New
107
Increased
459
Reduced
592
Closed
83
Calls
$469M
Puts
$671M
Net Calls
-$202M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
1401
SWS Partners
Ohio
$15K
BG
1402
Bollard Group
Massachusetts
$15K +$91 +1 +0.6%
WDL
1403
Well Done LLC
Michigan
$15K +$15K +159 New
BL
1404
Balentine LLC
Georgia
$14K -$802K -8,881 -98%
CIM
1405
Contravisory Investment Management
Massachusetts
$14K
PWAG
1406
Polaris Wealth Advisory Group
California
$14K +$14K +147 New
OGC
1407
Oak Grove Capital
New Hampshire
$14K +$14K +150 New
BWL
1408
Bogart Wealth LLC
Virginia
$13K -$1.48K -16 -10%
FRA
1409
Front Row Advisors
California
$12K +$992 +11 +9%
AFIA
1410
America First Investment Advisors
Nebraska
$11K
BBA
1411
Braun-Bostich & Associates
Pennsylvania
$11K
TFA
1412
Transamerica Financial Advisors
Florida
$10K -$8.09M -84,994 -100%
HR
1413
Howe & Rusling
New York
$10K -$2.52K -28 -20%
TWMP
1414
Taylor Wealth Management Partners
Massachusetts
$9K
SCA
1415
Stuart Chaussee & Associates
California
$9K
ME
1416
McIlrath & Eck
Washington
$9K +$474 +5 +6%
PFO
1417
Pathstone Family Office
New Jersey
$9K +$9K +97 New
POIA
1418
Pin Oak Investment Advisors
Texas
$8K
TJHA
1419
Thomas J. Herzfeld Advisors
Florida
$8K
CBT
1420
Capital Bank & Trust
California
$7K -$79.3K -850 -92%
WWM
1421
Willingdon Wealth Management
North Carolina
$7K
LWA
1422
Lenox Wealth Advisors
New York
$7K +$7K +70 New
CCA
1423
Clearwater Capital Advisors
Illinois
$7K +$7K +80 New
Nomura Holdings
1424
Nomura Holdings
Japan
$6.86K +$1.73K +18,501 +34%
BCP
1425
Blackhawk Capital Partners
Wisconsin
$6K