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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 %
BCM
801
Boltwood Capital Management
California
$960K -$5.01K -50 -0.5%
CW
802
CreativeOne Wealth
Kansas
$959K -$5.51K -55 -0.6%
SWIG
803
Strategic Wealth Investment Group
Kentucky
$957K +$99.9K +996 +12%
WSFS
804
Wilmington Savings Fund Society
Delaware
$955K -$76.4K -762 -7%
HPCM
805
High Pointe Capital Management
Illinois
$951K -$19K -190 -2%
MME
806
Meag Munich Ergo
Germany
$947K -$383K -3,820 -29%
CT
807
Coastline Trust
Rhode Island
$944K -$82.2K -820 -8%
CS
808
Comerica Securities
Michigan
$943K -$124K -1,232 -12%
CPSC
809
Carl P. Sherr & Co
Massachusetts
$941K -$24.6K -245 -3%
HFS
810
Hantz Financial Services
Michigan
$940K +$34.8K +347 +4%
TFS
811
TrustCore Financial Services
Tennessee
$938K -$20K -200 -2%
EM
812
Excalibur Management
Massachusetts
$935K -$36.1K -360 -4%
CG
813
Caprock Group
Idaho
$930K +$103K +1,028 +12%
SWMG
814
Signature Wealth Management Group
Georgia
$929K +$36.1K +360 +4%
RWA
815
Ropes Wealth Advisors
Massachusetts
$928K -$4.51K -45 -0.5%
Assenagon Asset Management
816
Assenagon Asset Management
Luxembourg
$927K +$927K +9,247 New
MHIC
817
Marble Harbor Investment Counsel
Massachusetts
$926K +$87.7K +875 +10%
GAM
818
Gotham Asset Management
New York
$922K -$261K -2,605 -22%
FDCC
819
Foster Dykema Cabot & Co
Massachusetts
$909K
ACM
820
Ativo Capital Management
Illinois
$907K -$74.4K -742 -8%
OFS
821
Orrstown Financial Services
Pennsylvania
$907K -$59.2K -584 -6%
JWCA
822
J.W. Coons Advisors
Ohio
$905K -$84.4K -839 -9%
CB
823
Community Bank
New York
$898K -$72.8K -726 -7%
P
824
Pitcairn
Pennsylvania
$896K -$1.81K -18 -0.2%
ARMT
825
Amica Retiree Medical Trust
Rhode Island
$895K