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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 %
KWA
1001
KCS Wealth Advisory
California
$540K +$198K +1,973 +58%
Carson Wealth (CWM LLC)
1002
Carson Wealth (CWM LLC)
Nebraska
$531K
MFW
1003
Meristem Family Wealth
Minnesota
$530K -$4.11K -41 -0.8%
FNBOSM
1004
First National Bank of South Miami
Florida
$530K +$10.7K +107 +2%
BIA
1005
Bigelow Investment Advisors
Maine
$528K -$17.7K -177 -3%
OPS
1006
Orion Portfolio Solutions
Nebraska
$528K -$2.81K -28 -0.5%
BA
1007
Birinyi Associates
Connecticut
$527K -$4.42K -44 -0.8%
HC
1008
HNP Capital
New York
$524K
PK
1009
Pflug Koory
Nebraska
$522K
PGCM
1010
Prescott Group Capital Management
Oklahoma
$521K
Verition Fund Management
1011
Verition Fund Management
Connecticut
$518K +$158K +1,576 +44%
CIC
1012
Carnegie Investment Counsel
Ohio
$516K -$7.52K -75 -1%
MMG
1013
Monetary Management Group
Missouri
$514K -$100K -1,000 -16%
NICM
1014
Neo Ivy Capital Management
New York
$512K +$497K +4,966 +3,401%
TCM
1015
Tufton Capital Management
Maryland
$509K
WANY
1016
Wealthspire Advisors (New York)
New York
$506K +$118K +1,175 +30%
RCC
1017
Red Cedar Capital
Nebraska
$505K
LW
1018
Linscomb Wealth
Texas
$505K +$43.6K +435 +9%
IC
1019
IEQ Capital
California
$504K +$263K +2,619 +109%
TSS
1020
Two Sigma Securities
New York
$503K +$503K +5,015 New
BS
1021
Boenning & Scattergood
Pennsylvania
$500K -$18.1K -180 -3%
DA
1022
Doliver Advisors
Texas
$500K +$500K +4,992 New
CPO
1023
Cerity Partners OCIO
New York
$499K +$56K +559 +13%
QCG
1024
Quadrant Capital Group
Ohio
$498K +$23.4K +234 +5%
GWS
1025
Glassman Wealth Services
Virginia
$497K +$63.9K +637 +15%