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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 %
BHWM
1051
Bar Harbor Wealth Management
New Hampshire
$464K -$68.7K -686 -13%
AL
1052
Aspiriant LLC
California
$462K +$299 +3 +0.1%
LC
1053
Lavaca Capital
Texas
$462K +$201K +2,000 +77%
PFO
1054
Pathstone Family Office
New Jersey
$459K
DI
1055
Diligent Investors
California
$459K
ECM
1056
Estabrook Capital Management
New York
$459K -$8.52K -85 -2%
LTI
1057
Laffer Tengler Investments
Tennessee
$458K +$240K +2,390 +110%
SLF
1058
Sun Life Financial
Ontario, Canada
$457K +$457K +4,562 New
ED
1059
Exane Derivatives
France
$450K -$359K -3,581 -44%
TLP
1060
Trinity Legacy Partners
Texas
$444K
KHLMTHM
1061
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$443K
TWA
1062
TCI Wealth Advisors
Arizona
$442K -$4.01K -40 -0.9%
ONB
1063
Old National Bancorp
Indiana
$436K -$52.4K -523 -11%
EWM
1064
Empirical Wealth Management
Washington
$435K +$59.9K +598 +16%
IA
1065
IFG Advisors
Missouri
$432K +$1.7K +17 +0.4%
KFS
1066
Kurt F. Somerville
$431K
TAM
1067
Trillium Asset Management
Massachusetts
$431K +$198K +1,974 +85%
V
1068
VeraBank
Texas
$430K
SIG
1069
Sargent Investment Group
Maryland
$425K +$3.01K +30 +0.7%
AB
1070
Atlas Brown
Kentucky
$424K +$100 +1 +0%
HCMNY
1071
Howard Capital Management (New York)
New York
$423K
PWP
1072
Principle Wealth Partners
Connecticut
$423K
ITIM
1073
Indiana Trust & Investment Management
Indiana
$423K +$29.4K +293 +7%
LWM
1074
Lyell Wealth Management
California
$422K
FMBTD
1075
First Midwest Bank Trust Division
Illinois
$420K -$257K -2,560 -38%