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American Express

1,573 hedge funds and large institutions have $65.4B invested in American Express in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 548 increasing their positions, 595 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+37
Holders Change %
+2.41%
% of All Funds
32.33%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.68%
New
180
Increased
548
Reduced
595
Closed
131
Calls
$708M
Puts
$1.13B
Net Calls
-$417M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
1326
B. Riley Wealth Management
Tennessee
$218K -$296K -3,107 -58%
MFG
1327
Merit Financial Group
Georgia
$218K -$29.4K -309 -12%
CT
1328
Columbia Trust
Oregon
$218K -$24.2K -254 -10%
VAG
1329
VisionPoint Advisory Group
Texas
$217K +$217K +2,271 New
BA
1330
Ballast Advisors
Minnesota
$216K +$216K +2,266 New
WP
1331
WealthSource Partners
California
$215K -$84.8K -890 -28%
RMDI
1332
R.M. Davis Inc
Maine
$215K -$42.8K -450 -17%
PL
1333
Plancorp LLC
Missouri
$215K +$215K +2,254 New
XSC
1334
X-Square Capital
Puerto Rico
$214K +$214K +2,242 New
JFA
1335
JNBA Financial Advisors
Minnesota
$212K
CASB
1336
Cape Ann Savings Bank
Massachusetts
$212K +$212K +2,225 New
MFG
1337
MidWestOne Financial Group
Iowa
$212K +$212K +2,231 New
9WM
1338
9258 Wealth Management
Ohio
$212K +$212K +2,232 New
ESB
1339
Essex Savings Bank
Connecticut
$212K +$212K +2,234 New
EW
1340
Evoke Wealth
California
$211K -$19.7K -206 -9%
IRC
1341
Investors Research Corp
Georgia
$211K +$16.7K +175 +9%
NAS
1342
Nicolet Advisory Services
Wisconsin
$211K +$211K +2,214 New
CWA
1343
Capital Wealth Alliance
Arizona
$210K +$210K +2,215 New
CCMD
1344
Cypress Capital Management (Delaware)
Delaware
$209K -$59.1K -620 -22%
CIP
1345
Convergence Investment Partners
Florida
$209K +$209K +2,199 New
RCA
1346
Ranch Capital Advisors
Florida
$208K -$10.2K -100 -5%
MFG
1347
Menard Financial Group
Texas
$208K +$208K +2,190 New
LTI
1348
Laffer Tengler Investments
Tennessee
$207K +$80.5K +846 +64%
SCA
1349
Snowden Capital Advisors
New York
$206K -$255K -2,681 -55%
PWW
1350
Pettyjohn Wood & White
Virginia
$206K +$206K +2,169 New