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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 %
DCM
1151
Donaldson Capital Management
Indiana
$342K +$3.11K +31 +0.9%
TAM
1152
Trust Asset Management
Texas
$339K +$339K +3,384 New
GW
1153
GW & Wade
Massachusetts
$337K +$17.9K +179 +6%
SIA
1154
Strategic Investment Advisors
Michigan
$337K +$64.6K +644 +24%
RI
1155
Ridgewood Investments
New Jersey
$334K -$24.3K -243 -7%
NP
1156
NorthRock Partners
Minnesota
$332K -$19.3K -193 -6%
NFG
1157
Next Financial Group
Texas
$331K -$4.4K -44 -1%
SC
1158
Saybrook Capital
North Carolina
$331K
CH
1159
Canton Hathaway
Rhode Island
$331K
SWM
1160
Stockman Wealth Management
Montana
$330K -$4.22M -42,129 -93%
WPC
1161
Waters Parkerson & Co
Louisiana
$330K
BL
1162
Balentine LLC
Georgia
$330K +$47.7K +475 +17%
IIC
1163
Integrated Investment Consultants
Michigan
$329K -$43.2K -431 -12%
HWA
1164
Heritage Wealth Advisors
Virginia
$328K
CYG
1165
Clean Yield Group
Vermont
$328K +$902 +9 +0.3%
SIC
1166
Salem Investment Counselors
North Carolina
$328K +$17.6K +175 +6%
CP
1167
Cumberland Partners
Ontario, Canada
$325K -$50.1K -500 -13%
OWP
1168
Obermeyer Wealth Partners
Colorado
$325K
DC
1169
Derby & Company
Massachusetts
$325K
QCM
1170
Quest Capital Management
Texas
$324K -$8.02K -80 -2%
CNBTD
1171
Citizens National Bank Trust Department
Mississippi
$324K
WIA
1172
Westbourne Investment Advisors
Maryland
$323K +$55.1K +550 +21%
WIM
1173
Wittenberg Investment Management
Massachusetts
$322K -$60.2K -600 -16%
ERIM
1174
Eagle Ridge Investment Management
Connecticut
$321K -$201K -2,000 -38%
SNT
1175
Security National Trust
West Virginia
$321K