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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 %
KPWS
601
Kestra Private Wealth Services
Texas
$1.96M +$1.96M +19,548 New
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$1.92M -$15.7K -157 -0.8%
PPSG
603
Princeton Portfolio Strategies Group
New Jersey
$1.92M -$882K -8,800 -31%
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$1.91M -$311K -3,104 -14%
Primecap Management
605
Primecap Management
California
$1.89M
COI
606
Connable Office Inc
Michigan
$1.88M -$3.31K -33 -0.2%
BFIM
607
Beese Fulmer Investment Management
Ohio
$1.87M +$1.1K +11 +0.1%
BBWA
608
Bell & Brown Wealth Advisors
California
$1.86M +$61.3K +601 +3%
BRWA
609
B. Riley Wealth Advisors
Florida
$1.86M +$188K +1,876 +11%
PCI
610
Pacifica Capital Investments
Texas
$1.85M
MVA
611
Mount Vernon Associates
Maryland
$1.83M -$10K -100 -0.5%
PI
612
PFS Investments
Georgia
$1.83M +$424K +4,231 +30%
PRS
613
Pinkerton Retirement Specialists
Idaho
$1.82M -$2.41K -24 -0.1%
JCM
614
Jag Capital Management
Missouri
$1.81M +$46.1K +460 +3%
LIA
615
LS Investment Advisors
Michigan
$1.81M +$31.6K +315 +2%
RC
616
Roundview Capital
New Jersey
$1.81M -$50.5K -504 -3%
WA
617
WP Advisors
California
$1.8M +$1.25M +12,518 +229%
CCM
618
Condor Capital Management
New Jersey
$1.8M -$23.2K -231 -1%
RIM
619
Redpoint Investment Management
Australia
$1.78M -$3.36M -33,548 -65%
BB
620
Busey Bank
Illinois
$1.78M -$27.6K -275 -2%
CA
621
Callahan Advisors
Texas
$1.78M
HIM
622
Hotaling Investment Management
Pennsylvania
$1.77M -$34.8K -347 -2%
BDWM
623
Brewin Dolphin Wealth Management
Ireland
$1.77M
EHWM
624
Eads & Heald Wealth Management
Georgia
$1.76M -$135K -1,344 -7%
SCM
625
Snow Capital Management
Pennsylvania
$1.76M -$18.1K -181 -1%