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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 %
CWM
1176
Cornerstone Wealth Management
Missouri
$320K -$13.5K -135 -4%
IWS
1177
Insight Wealth Strategies
California
$318K +$75.7K +755 +31%
ATFA
1178
All Terrain Financial Advisors
Minnesota
$317K
NAMP
1179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$317K +$17.6K +175 +6%
HIIFS
1180
Harel Insurance Investments & Financial Services
Israel
$316K +$242K +2,412 +326%
LSA
1181
L & S Advisors
California
$315K -$102K -1,019 -24%
APW
1182
Acima Private Wealth
Virginia
$315K
IIA
1183
IPG Investment Advisors
California
$313K +$313K +3,127 New
FCBT
1184
First Citizens Bank & Trust
North Carolina
$313K -$24.1K -240 -7%
TIS
1185
Tortoise Index Solutions
Kansas
$313K +$35.4K +353 +13%
FFA
1186
First Foundation Advisors
California
$313K +$313K +3,123 New
BOS
1187
Bingham Osborn & Scarborough
California
$310K -$1.2K -12 -0.4%
DSC
1188
Duncker Streett & Co
Missouri
$310K
CWM
1189
Cordatus Wealth Management
Pennsylvania
$310K +$310K +3,091 New
AP
1190
Appleton Partners
Massachusetts
$305K -$21.9K -218 -7%
GLLW
1191
Graves Light Lenhart Wealth
Virginia
$305K +$17.9K +178 +6%
SIC
1192
Sigma Investment Counselors
Michigan
$303K -$64.8K -646 -18%
MRCM
1193
M&R Capital Management
New Jersey
$302K +$300 +3 +0.1%
VCM
1194
Violich Capital Management
California
$301K
SFA
1195
Semmax Financial Advisors
North Carolina
$301K +$14.4K +143 +5%
ACM
1196
AUA Capital Management
Pennsylvania
$301K +$60.2K +600 +25%
LWMM
1197
Legacy Wealth Management (Mississippi)
Mississippi
$301K
PHAM
1198
Palisades Hudson Asset Management
Florida
$300K
BIM
1199
Bridges Investment Management
Nebraska
$298K -$15K -150 -5%
HAIM
1200
Hunter Associates Investment Management
Pennsylvania
$295K