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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 %
SMFS
1401
Squar Milner Financial Services
California
$69K +$21.3K +224 +45%
BWM
1402
BerganKDV Wealth Management
Minnesota
$67K
HCM
1403
Highlander Capital Management
New Jersey
$67K
LYV
1404
Live Your Vision
Pennsylvania
$65K
NSB
1405
Norway Savings Bank
Maine
$64K -$9.55K -100 -13%
EWM
1406
Elmwood Wealth Management
California
$64K
VNA
1407
Valley National Advisers
Pennsylvania
$64K +$14.4K +151 +29%
APC
1408
Aspire Private Capital
North Carolina
$64K +$64K +671 New
FA
1409
Financial Advantage
Maryland
$64K +$64K +680 New
LC
1410
Lindbrook Capital
California
$63K +$63K +666 New
AIA
1411
Alera Investment Advisors
Illinois
$62K +$62K +651 New
PWMG
1412
Prestige Wealth Management Group
New Jersey
$61K +$61K +642 New
VRM
1413
Vectors Research Management
New York
$60K -$466K -4,850 -89%
FC
1414
Ferris Capital
Massachusetts
$60K -$2.39K -25 -4%
BAM
1415
Bruderman Asset Management
New York
$54K +$35K +365 +184%
BHWM
1416
Bay Harbor Wealth Management
Maryland
$53K +$53K +561 New
TFO
1417
Tarbox Family Office
California
$52K
FTI
1418
Fiduciary Trust International
Massachusetts
$51K +$51K +532 New
FMII
1419
Farmers & Merchants Investments Inc
Nebraska
$50K
CQS
1420
Credential Qtrade Securities
$48.1K
PAI
1421
Pittenger & Anderson Inc
Nebraska
$48K
WCMN
1422
Westchester Capital Management (Nebraska)
Nebraska
$48K
PCFFS
1423
Pacific Center for Financial Services
California
$45K
CIM
1424
Contravisory Investment Management
Massachusetts
$43K +$28.1K +291 +188%
BCI
1425
Brinker Capital Investments
Pennsylvania
$42K