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American Express

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
1076
Private Capital Group
Connecticut
$365K -$57.2K -669 -14%
TWA
1077
TCI Wealth Advisors
Arizona
$364K -$9.34K -109 -3%
HBT
1078
Hills Bank & Trust
Iowa
$364K +$1.2K +14 +0.3%
SIG
1079
Sargent Investment Group
Maryland
$364K +$15.1K +177 +4%
LSA
1080
L & S Advisors
California
$362K -$3.92M -45,827 -92%
HCMNY
1081
Howard Capital Management (New York)
New York
$361K
EB
1082
Eastern Bank
Massachusetts
$360K -$60.5K -705 -14%
LWM
1083
Lyell Wealth Management
California
$360K -$257 -3 -0.1%
PPP
1084
Private Portfolio Partners
New Jersey
$359K -$73K -854 -17%
BJL
1085
Brighton Jones LLC
Washington
$359K -$19.9K -232 -5%
RCA
1086
Resonant Capital Advisors
Wisconsin
$358K +$358K +4,187 New
HIM
1087
Hillsdale Investment Management
Ontario, Canada
$357K -$69.3K -810 -16%
IC
1088
Intersect Capital
California
$356K -$240K -2,811 -40%
DI
1089
Diligent Investors
California
$354K +$85.7K +1,000 +32%
LP
1090
LGL Partners
Pennsylvania
$353K +$43K +502 +14%
ITIM
1091
Indiana Trust & Investment Management
Indiana
$352K -$45.2K -529 -11%
EF
1092
Empirical Finance
Pennsylvania
$344K +$119K +1,391 +53%
CPO
1093
Cerity Partners OCIO
New York
$342K -$74.8K -874 -18%
SCP
1094
Silverleafe Capital Partners
Tennessee
$342K -$14.1K -165 -4%
FMLI
1095
Fukoku Mutual Life Insurance
Japan
$342K
FM
1096
Foster & Motley
Ohio
$339K -$43.2K -504 -11%
TIS
1097
Tortoise Index Solutions
Kansas
$339K +$42.9K +501 +14%
PP
1098
PagnatoKarp Partners
Virginia
$335K -$32.6K -380 -9%
SP
1099
Symmetry Partners
Connecticut
$331K -$597K -6,977 -64%
BIM
1100
Barton Investment Management
Pennsylvania
$331K