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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 %
CRC
851
Curi RMB Capital
Illinois
$842K +$113K +1,132 +16%
OSAM
852
O'Shaughnessy Asset Management
Connecticut
$839K +$253K +2,527 +43%
WC
853
Woodstock Corp
Massachusetts
$838K -$15K -150 -2%
PIM
854
Penobscot Investment Management
Massachusetts
$838K
SHWM
855
Silicon Hills Wealth Management
Texas
$838K
ANB
856
Amarillo National Bank
Texas
$833K
EHC
857
Everett Harris & Co
California
$831K
PP
858
Patten & Patten
Tennessee
$831K +$23.6K +235 +3%
PA
859
Parallel Advisors
California
$830K -$84.6K -844 -9%
PC
860
Pecaut & Co
Iowa
$829K -$30.1K -300 -4%
VCM
861
Virtue Capital Management
Tennessee
$826K +$81.5K +813 +11%
PT
862
Plimoth Trust
Massachusetts
$825K +$16.5K +165 +2%
FI
863
FormulaFolio Investments
Michigan
$825K +$534K +5,323 +183%
BCI
864
Brinker Capital Investments
Pennsylvania
$823K +$823K +8,211 New
TCOT
865
Trust Company of Toledo
Ohio
$822K
COF
866
Capital One Financial
Virginia
$820K
QI
867
Qtron Investments
Massachusetts
$817K
TIM
868
Triad Investment Management
California
$812K
TFCM
869
Taylor Frigon Capital Management
Arizona
$812K +$27.4K +273 +3%
NB
870
NBT Bank
New York
$809K -$70.6K -705 -8%
AA
871
Argent Advisors
Louisiana
$805K -$38.5K -384 -5%
Group One Trading
872
Group One Trading
Illinois
$804K -$1.67M -16,663 -68%
HCM
873
Hall Capital Management
Rhode Island
$796K -$274K -2,730 -26%
CCA
874
Checchi Capital Advisers
California
$796K +$36.8K +367 +5%
IAMOG
875
Investors Asset Management of Georgia
Georgia
$789K