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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 %
BWM
1426
Baystate Wealth Management
Massachusetts
$110K +$6.06K +53 +6%
AssetMark Inc
1427
AssetMark Inc
California
$108K -$32.6K -299 -23%
IDBONY
1428
Israel Discount Bank of New York
New York
$108K
JWA
1429
JFS Wealth Advisors
Pennsylvania
$107K
RA
1430
Rational Advisors
New York
$106K +$26.4K +243 +33%
PC
1431
Permit Capital
Pennsylvania
$105K
HGWM
1432
Harvest Group Wealth Management
Massachusetts
$102K +$102K +937 New
FC
1433
Ferris Capital
Massachusetts
$100K +$31.3K +286 +46%
THWM
1434
Taylor Hoffman Wealth Management
Virginia
$99K
AIC
1435
Ameritas Investment Company
Nebraska
$97K -$411K -3,761 -81%
AC
1436
Avestar Capital
New York
$95K -$5.88K -66 -6%
DWM
1437
Destination Wealth Management
California
$94K -$8.21K -75 -8%
WCG
1438
Weaver Consulting Group
California
$92K +$92K +748 New
PCP
1439
Proficio Capital Partners
Massachusetts
$91K +$659 +6 +0.7%
TAIM
1440
TD Ameritrade Investment Management
Nebraska
$90K +$56.3K +515 +167%
GEA
1441
Glen Eagle Advisors
New Jersey
$88.5K +$63.2K +578 +249%
AP
1442
Arlington Partners
Alabama
$88K
IWA
1443
Intercontinental Wealth Advisors
Texas
$87K
LHC
1444
Little House Capital
Massachusetts
$87K +$87K +796 New
NWA
1445
New World Advisors
Massachusetts
$87K +$87K +800 New
EWM
1446
Endurance Wealth Management
Rhode Island
$85K -$8.23K -75 -9%
VNA
1447
Valley National Advisers
Pennsylvania
$84K +$10.9K +100 +15%
DSI
1448
Daiwa SB Investments
Japan
$83K +$83K +760 New
SIAS
1449
Shine Investment Advisory Services
Colorado
$81K -$1.43K -13 -2%
MWM
1450
Mascoma Wealth Management
New Hampshire
$81K