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American Express

1,556 hedge funds and large institutions have $68.7B invested in American Express in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 647 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
-17
Holders Change %
-1.08%
% of All Funds
31.48%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.71%
New
106
Increased
484
Reduced
647
Closed
109
Calls
$911M
Puts
$1.38B
Net Calls
-$472M
Net Calls Change
-$55M
Name Holding Trade Value Shares
Change
Shares
Change %
IEFM
526
IQ EQ Fund Management
Ireland
$2.82M -$36.1K -360 -1%
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.76M +$53.6K +535 +2%
RP
528
Rice Partnership
Hawaii
$2.76M +$2.76M +27,478 New
DADC
529
D.A. Davidson & Co
Montana
$2.74M -$1.37M -13,707 -33%
SLI
530
Sumitomo Life Insurance
Japan
$2.74M -$116K -1,161 -4%
RBA
531
Richard Bernstein Advisors
New York
$2.72M
BFEC
532
Benjamin F. Edwards & Company
Missouri
$2.7M -$44.4K -443 -2%
EIM
533
Essex Investment Management
Massachusetts
$2.68M -$224K -2,233 -8%
FNT
534
First National Trust
Pennsylvania
$2.68M +$91.4K +912 +4%
IA
535
IndexIQ Advisors
New York
$2.67M +$260K +2,588 +11%
AAS
536
Avantax Advisory Services
Texas
$2.66M +$1.42M +14,114 +114%
VCA
537
Verdence Capital Advisors
Maryland
$2.65M +$43.6K +435 +2%
X
538
Xponance
Pennsylvania
$2.65M -$44.7K -446 -2%
BWAM
539
Boyd Watterson Asset Management
Ohio
$2.64M +$316K +3,153 +14%
SWP
540
Stratos Wealth Partners
Ohio
$2.62M +$405K +4,041 +18%
CI
541
CX Institutional
Indiana
$2.6M -$1.7M -16,948 -39%
BZWA
542
Blue Zone Wealth Advisors
California
$2.59M +$676K +6,739 +35%
Mackenzie Financial
543
Mackenzie Financial
Ontario, Canada
$2.56M +$166K +1,654 +7%
FMTC
544
Farmers & Merchants Trust Company
California
$2.55M -$28.4K -283 -1%
MUAMU
545
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.51M
BL
546
Bleichroeder LP
New York
$2.51M
GFI
547
Global Frontier Investments
South Carolina
$2.51M
ADL
548
Asset Dedication LLC
California
$2.5M +$246K +2,429 +11%
TCOV
549
Trust Company of Vermont
Vermont
$2.45M +$72.5K +723 +3%
AP
550
Advisor Partners
California
$2.45M -$165K -1,643 -6%