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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 %
BIM
1101
Barton Investment Management
Pennsylvania
$387K
SBSB
1102
Sullivan, Bruyette, Speros & Blaney
Virginia
$387K
KA
1103
Kovack Advisors
Florida
$386K -$5.81K -58 -1%
SCM
1104
Stonebridge Capital Management
California
$385K
EB
1105
Eastern Bank
Massachusetts
$385K
KMWM
1106
Keudell/Morrison Wealth Management
Oregon
$383K -$5.81K -58 -1%
IWM
1107
IHT Wealth Management
Illinois
$383K +$383K +3,824 New
WMC
1108
Westwood Management Corporation
Illinois
$381K -$381K -3,800 -50%
SW
1109
SteelPeak Wealth
California
$381K -$239K -2,384 -39%
OC
1110
Oakworth Capital
Alabama
$379K -$2.21K -22 -0.6%
MWM
1111
Mission Wealth Management
California
$379K +$13.6K +136 +4%
AI
1112
Accredited Investors
Minnesota
$378K +$98.2K +980 +35%
SAM
1113
Strategy Asset Managers
California
$377K -$1.06M -10,560 -74%
IA
1114
IFP Advisors
Florida
$376K -$8.53K -84 -2%
Rafferty Asset Management
1115
Rafferty Asset Management
New York
$375K -$13.7M -136,907 -97%
WPC
1116
White Pine Capital
Minnesota
$374K
TMAM
1117
Tokio Marine Asset Management
Japan
$374K +$38K +379 +11%
BAM
1118
Beaumont Asset Management
Texas
$372K -$12.4K -124 -3%
SWA
1119
Sutton Wealth Advisors
Florida
$372K -$501 -5 -0.1%
PCM
1120
Palisade Capital Management
New Jersey
$370K
AIM
1121
Aspen Investment Management
Michigan
$370K
SWM
1122
SeaCrest Wealth Management
New York
$369K +$8.12K +81 +2%
JWBC
1123
John W. Bristol & Co
New York
$368K
RM
1124
Resource Management
Louisiana
$366K +$200 +2 +0.1%
WAM
1125
Wolverine Asset Management
Illinois
$363K -$483K -4,831 -57%