AXP icon

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 %
IF
1451
Ironwood Financial
Arizona
$80K
KFS
1452
Kelly Financial Services
Massachusetts
$79.3K +$79.3K +726 New
SMFS
1453
Squar Milner Financial Services
California
$79K
TCM
1454
Tradewinds Capital Management
Washington
$79K +$110 +1 +0.1%
HCM
1455
Highlander Capital Management
New Jersey
$77K
BWM
1456
BerganKDV Wealth Management
Minnesota
$77K
LC
1457
Lindbrook Capital
California
$77K +$4.47K +41 +6%
LYV
1458
Live Your Vision
Pennsylvania
$75K
SCM
1459
Shelton Capital Management
Colorado
$74.4K -$522K -57,097 -88%
FA
1460
Financial Advantage
Maryland
$74K
EWM
1461
Elmwood Wealth Management
California
$74K
GAM
1462
Gemmer Asset Management
California
$73K -$279K -2,562 -79%
APC
1463
Aspire Private Capital
North Carolina
$73K
NSB
1464
Norway Savings Bank
Maine
$73K
TA
1465
Thor Advisors
New York
$70K +$70K +642 New
PFGIA
1466
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$102K -474 -60%
HCA
1467
Horan Capital Advisors
Ohio
$67K +$67K +610 New
FMB
1468
Field & Main Bank
Kentucky
$66K +$66K +600 New
VC
1469
Vestor Capital
Illinois
$65K +$65K +599 New
BAM
1470
Bruderman Asset Management
New York
$62K +$110 +1 +0.2%
FMII
1471
Farmers & Merchants Investments Inc
Nebraska
$62K +$4.47K +41 +8%
GT
1472
Glenmede Trust
Pennsylvania
$61.1K +$14.2K +129,769 +30%
BHWM
1473
Bay Harbor Wealth Management
Maryland
$61K
TFO
1474
Tarbox Family Office
California
$60K
AIA
1475
Alera Investment Advisors
Illinois
$57K -$13.7K -126 -19%