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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 %
BB
926
Berkshire Bank
Massachusetts
$678K +$678K +6,757 New
TC
927
Telemus Capital
Michigan
$671K +$4.3K +41 +0.6%
SF
928
Symphony Financial
Texas
$671K +$49.7K +496 +8%
APW
929
Aurora Private Wealth
New Jersey
$669K
TCPWM
930
Traverso Chambers Private Wealth Management
California
$657K
BP
931
Ballentine Partners
Massachusetts
$655K -$37.6K -375 -5%
PFBT
932
Parkside Financial Bank & Trust
Missouri
$653K -$2.71K -27 -0.4%
PTC
933
Private Trust Company
Ohio
$652K +$2.7K +27 +0.4%
BAM
934
Belpointe Asset Management
Nevada
$650K +$99.9K +996 +18%
FPCG
935
Fort Pitt Capital Group
Pennsylvania
$649K -$37.2K -371 -5%
RT
936
Rockland Trust
Massachusetts
$649K -$35.3K -352 -5%
WA
937
WealthTrust Axiom
Pennsylvania
$642K
Federated Hermes
938
Federated Hermes
Pennsylvania
$638K -$376K -3,748 -37%
NO
939
Ninety One
South Africa
$636K +$636K +6,349 New
CAG
940
Crestwood Advisors Group
Massachusetts
$635K +$4.21K +42 +0.7%
GC
941
Grimes & Company
Massachusetts
$634K +$100 +1 +0%
LOAME
942
Lombard Odier Asset Management (Europe)
United Kingdom
$634K +$634K +6,321 New
GC
943
GFG Capital
Florida
$630K -$196K -1,960 -24%
RA
944
RFG Advisory
Alabama
$630K -$40.1K -400 -6%
11A
945
10-15 Associates
New York
$630K +$200 +2 +0%
CCM
946
Compton Capital Management
Rhode Island
$627K
PGWM
947
Parisi Gray Wealth Management
New Jersey
$627K +$2.51K +25 +0.4%
CPA
948
Capital Planning Advisors
California
$626K -$677K -6,755 -52%
LFAS
949
Level Four Advisory Services
Texas
$624K -$153K -1,530 -20%
SP
950
Symmetry Partners
Connecticut
$624K +$208K +2,075 +50%