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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 %
CBB
751
Citizens Business Bank
California
$1.12M
SOAMC
752
Spirit of America Management Corp
New York
$1.12M +$25.1K +250 +2%
RIL
753
Rothschild Investment LLC
Illinois
$1.12M -$37.6K -375 -3%
IFWM
754
Institute for Wealth Management
Colorado
$1.12M -$17.9K -179 -2%
LNC
755
Lincoln National Corp
Pennsylvania
$1.12M +$112K +1,120 +11%
FNBT
756
FineMark National Bank & Trust
Florida
$1.11M -$15.1K -151 -1%
JI
757
Jeereddi Investments
California
$1.11M
BFG
758
Beacon Financial Group
Texas
$1.11M -$29.5K -294 -3%
TNA
759
True North Advisors
Texas
$1.1M -$12.6K -126 -1%
GFA
760
Gifford Fong Associates
California
$1.1M
MWM
761
Madison Wealth Management
Ohio
$1.1M +$22.2K +221 +2%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$51.5K -514 -5%
SC
763
Savant Capital
Illinois
$1.09M -$9.82K -98 -0.9%
GT
764
Greenleaf Trust
Michigan
$1.09M +$64.7K +645 +6%
EWM
765
Evermay Wealth Management
Virginia
$1.09M +$229K +2,280 +27%
CC
766
Chicago Capital
Illinois
$1.08M
BWM
767
Buckley Wealth Management
Nevada
$1.08M -$347K -3,465 -24%
IA
768
Icon Advisers
Colorado
$1.07M
OIS
769
Okabena Investment Services
Minnesota
$1.07M
RWP
770
RWA Wealth Partners
Massachusetts
$1.07M -$368K -3,670 -26%
TAIM
771
Te Ahumairangi Investment Management
New Zealand
$1.06M +$1.06M +10,591 New
RIA
772
Realta Investment Advisors
Delaware
$1.06M +$17.3K +173 +2%
MCM
773
McMillion Capital Management
North Carolina
$1.06M
APA
774
American Portfolios Advisors
New York
$1.05M +$24.6K +245 +2%
LC
775
Lincoln Capital
Nebraska
$1.05M -$5.02K -50 -0.5%