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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 %
NAM
826
NTV Asset Management
West Virginia
$892K
VFA
827
Voya Financial Advisors
Connecticut
$891K -$80.7K -826 -8%
BFA
828
Beaumont Financial Advisors
Massachusetts
$891K -$2.21K -22 -0.2%
OL
829
Optas LLC
Texas
$887K +$887K +8,839 New
FCCM
830
First City Capital Management
Georgia
$881K +$385K +3,676 +78%
RMAM
831
Raab & Moskowitz Asset Management
New Jersey
$880K -$77.8K -776 -8%
BHBT
832
Burke & Herbert Bank & Trust
Virginia
$877K -$301 -3 -0%
CFFP
833
Center for Financial Planning
Michigan
$875K
RE
834
RBC Europe
United Kingdom
$871K -$18.4K -184 -2%
TIM
835
Thompson Investment Management
Wisconsin
$871K
CCP
836
Corient Capital Partners
California
$868K -$71.6K -714 -8%
AAM
837
Auxier Asset Management
Oregon
$868K -$14.5K -145 -2%
WSC
838
Wellington Shields & Co
New York
$865K -$135K -1,350 -14%
DI
839
DFPG Investments
Utah
$861K +$132K +1,273 +18%
BOH
840
Bank of Hawaii
Hawaii
$857K -$29.4K -293 -3%
BAAM
841
Baker Avenue Asset Management
California
$857K -$11.5K -115 -1%
AIM
842
Anchor Investment Management
South Carolina
$856K -$43.1K -430 -5%
S
843
Seeyond
France
$850K -$28.6K -285 -3%
ECM
844
ETrade Capital Management
Virginia
$847K +$105K +1,047 +14%
FB
845
Fulton Bank
Pennsylvania
$845K -$97.5K -972 -10%
MFG
846
Monte Financial Group
Connecticut
$845K -$20.3K -202 -2%
SC
847
Scotia Capital
Ontario, Canada
$845K +$845K +8,429 New
TA
848
Tiedemann Advisors
New York
$843K -$200 -2 -0%
TWI
849
Thomas White International
Illinois
$842K -$602 -6 -0.1%
PAM
850
Palisade Asset Management
Minnesota
$842K