AXP icon

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 %
BFM
876
Boston Financial Management
Massachusetts
$785K +$3.51K +35 +0.4%
MSAM
877
Moloney Securities Asset Management
Missouri
$784K -$128K -1,275 -14%
SKK
878
Shepherd Kaplan Krochuk
Massachusetts
$782K -$20.1K -200 -3%
WAM
879
Wealthspire Advisors (Maryland)
Maryland
$781K +$91.4K +912 +13%
BIC
880
Beach Investment Counsel
Pennsylvania
$775K
DPIM
881
Duff & Phelps Investment Management
Illinois
$773K
AC
882
Allstate Corporation
Illinois
$769K -$962K -9,598 -56%
SS
883
Simplicity Solutions
Minnesota
$768K +$30.3K +302 +4%
IHL
884
Investment House LLC
California
$762K -$67K -668 -8%
SCA
885
Sippican Capital Advisors
Massachusetts
$759K +$130K +1,296 +21%
CAG
886
Csenge Advisory Group
Florida
$755K -$103K -1,014 -12%
ASC
887
Atalanta Sosnoff Capital
New York
$754K +$754K +7,519 New
MAFM
888
Mid Atlantic Financial Management
Pennsylvania
$752K +$47.8K +407 +7%
WIC
889
Whitegate Investment Counselors
New Hampshire
$748K -$501 -5 -0.1%
MA
890
Mutual Advisors
Nebraska
$748K +$50.5K +504 +7%
CWP
891
Capital Wealth Planning
Florida
$747K -$89.2K -889 -11%
FPCP
892
Fort Point Capital Partners
California
$743K -$17.5K -175 -2%
AWA
893
Arete Wealth Advisors
Illinois
$738K +$4.57K +45 +0.6%
YIA
894
YHB Investment Advisors
Connecticut
$737K -$75.2K -750 -9%
CBA
895
Coastal Bridge Advisors
Connecticut
$737K -$49.5K -494 -6%
MAM
896
Morse Asset Management
Connecticut
$736K -$819K -8,166 -53%
MAA
897
Mraz Amerine & Associates
California
$732K -$4.71K -47 -0.6%
SVWAG
898
Sound View Wealth Advisors Group
Georgia
$731K +$125K +1,245 +21%
HKAM
899
Horizon Kinetics Asset Management
New York
$729K -$302K -3,016 -29%
BCM
900
Becker Capital Management
Oregon
$729K -$3.61K -36 -0.5%