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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 %
FCM
1251
Fairbanks Capital Management
California
$258K -$602 -6 -0.2%
BOPW
1252
Brandywine Oak Private Wealth
Pennsylvania
$256K +$5.4K +54 +2%
GVAG
1253
Great Valley Advisor Group
Delaware
$254K +$39.3K +393 +18%
WIP
1254
Wellesley Investment Partners
Massachusetts
$252K +$8.79K +88 +4%
WA
1255
Wealth Architects
California
$252K +$38K +380 +18%
HIM
1256
Harbour Investment Management
Washington
$251K
EVM
1257
Evelyn V. Moreno
$251K
SLA
1258
Silver Lake Advisory
Utah
$251K +$301 +3 +0.1%
RIG
1259
Roosevelt Investment Group
New York
$249K -$428K -4,272 -63%
CCG
1260
Cypress Capital Group
Florida
$249K
AWM
1261
Aberdeen Wealth Management
Illinois
$248K
MWA
1262
Meridian Wealth Advisors
Texas
$247K -$54.6K -544 -18%
BSB
1263
Bangor Savings Bank
Maine
$247K -$29.5K -295 -11%
PP
1264
Palladium Partners
Virginia
$247K
WAS
1265
Wealth Advisory Solutions
Indiana
$247K +$2.4K +24 +1%
NEGWA
1266
New England Guild Wealth Advisors
Connecticut
$246K -$45.2K -450 -16%
LWM
1267
Liberty Wealth Management
California
$244K -$3.91K -39 -2%
MFT
1268
Moisand Fitzgerald Tamayo
Florida
$243K -$1.51K -15 -0.6%
FANJ
1269
Financial Architects (New Jersey)
New Jersey
$243K
BA
1270
Ballast Advisors
Minnesota
$242K +$14.7K +147 +6%
WPW
1271
Waldron Private Wealth
Pennsylvania
$242K +$242K +2,415 New
CIM
1272
Confluence Investment Management
Missouri
$241K
BBNA
1273
Bremer Bank National Association
Minnesota
$240K -$5.52K -55 -2%
RW
1274
REDW Wealth
New Mexico
$240K -$2.51K -25 -1%
SYBT
1275
Stock Yards Bank & Trust
Kentucky
$240K -$2.41K -24 -1%