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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 %
CAM
1276
Claret Asset Management
Quebec, Canada
$240K
CFA
1277
Cahill Financial Advisors
Minnesota
$240K +$100 +1 +0%
ACM
1278
Allred Capital Management
Texas
$239K -$30K -300 -11%
CL
1279
Choreo LLC
Illinois
$238K -$4.4K -44 -2%
SFG
1280
Sunburst Financial Group
Alabama
$238K
BWA
1281
BDO Wealth Advisors
Florida
$237K -$56K -559 -19%
OAM
1282
Oak Asset Management
California
$237K -$10.2K -97 -4%
HWA
1283
HCR Wealth Advisors
California
$237K
MPIA
1284
Mountain Pacific Investment Advisers
Idaho
$235K -$20K -200 -8%
CWG
1285
Cornerstone Wealth Group
North Carolina
$235K -$701 -7 -0.3%
HIA
1286
Harbor Investment Advisory
Maryland
$234K +$99.1K +987 +73%
WB
1287
Webster Bank
Connecticut
$233K
MIC
1288
Means Investment Company
Maine
$233K
PL
1289
Plancorp LLC
Missouri
$233K +$7.5K +75 +3%
VCM
1290
Vivaldi Capital Management
Illinois
$231K +$231K +2,006 New
PCM
1291
Parsons Capital Management
Rhode Island
$231K +$231K +2,300 New
TIA
1292
Tiemann Investment Advisors
California
$230K -$6.43K -64 -3%
DIM
1293
Delta Investment Management
California
$230K -$5.01K -50 -2%
GHA
1294
GW Henssler & Associates
Georgia
$229K +$15.7K +157 +7%
FBB
1295
Fulton Breakefield Broenniman
Maryland
$228K -$4.51K -45 -2%
WP
1296
WealthSource Partners
California
$225K -$1.2K -12 -0.5%
OTPPB
1297
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K -$179K -1,786 -44%
XSC
1298
X-Square Capital
Puerto Rico
$224K
ESB
1299
Essex Savings Bank
Connecticut
$224K
MFG
1300
MidWestOne Financial Group
Iowa
$224K