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American Express

1,581 hedge funds and large institutions have $77.5B invested in American Express in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 519 increasing their positions, 606 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,581
Holders Change
+59
Holders Change %
+3.88%
% of All Funds
34.27%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
156
Increased
519
Reduced
606
Closed
77
Calls
$483M
Puts
$735M
Net Calls
-$252M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
1401
Private Ocean
California
$156K -$9.81K -90 -6%
CFG
1402
CKW Financial Group
Hawaii
$153K
PMFA
1403
Plante Moran Financial Advisors
Michigan
$150K +$10.7K +98 +8%
FHA
1404
First Horizon Advisors
Tennessee
$147K -$4.01K -37 -3%
OFW
1405
Omnia Family Wealth
Florida
$146K
JFGIW
1406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$24.4K +223 +21%
AF
1407
Allworth Financial
California
$142K +$45.4K +414 +47%
BCI
1408
Brinker Capital Investments
Pennsylvania
$142K +$93.9K +862 +195%
SFG
1409
SevenBridge Financial Group
Pennsylvania
$141K
TFS
1410
TrustCore Financial Services
Tennessee
$139K -$65.9K -604 -32%
MSA
1411
Marino Stram & Associates
Massachusetts
$139K
MA
1412
MCF Advisors
Kentucky
$132K
LB
1413
Legacy Bridge
Iowa
$130K +$20.8K +190 +19%
FNB
1414
Farmers National Bank
Kentucky
$130K +$130K +1,193 New
BMM
1415
Buffington Mohr McNeal
Idaho
$126K +$126K +1,155 New
CAC
1416
Certified Advisory Corp
Florida
$125K +$2.51K +23 +2%
FMTCOCP
1417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124K
MCM
1418
MV Capital Management
Maryland
$123K -$1.42K -13 -1%
LWM
1419
Lenox Wealth Management
Ohio
$123K
SQA
1420
Simon Quick Advisors
New Jersey
$122K
VCM
1421
Versant Capital Management
Arizona
$119K -$4.8K -44 -4%
LWA
1422
Lenox Wealth Advisors
New York
$117K
LFA
1423
Legacy Financial Advisors
Kentucky
$114K +$23.1K +212 +25%
PCM
1424
Princeton Capital Management
New Jersey
$111K -$21.9K -200 -16%
BCA
1425
Berman Capital Advisors
Georgia
$111K +$11.6K +107 +12%