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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 %
HFA
1426
HC Financial Advisors
California
$87K
THWM
1427
Taylor Hoffman Wealth Management
Virginia
$87K +$87K +910 New
TIM
1428
Tortoise Investment Management
New York
$86K -$30K -317 -26%
APC
1429
Aspire Private Capital
North Carolina
$86K +$9.18K +96 +12%
AIC
1430
Archer Investment Corporation
Indiana
$85.7K -$47.6K -500 -36%
BCA
1431
Berman Capital Advisors
Georgia
$85K -$3.77K -40 -4%
SQA
1432
Simon Quick Advisors
New Jersey
$82K
SCM
1433
Sirios Capital Management
Massachusetts
$81K
PMFA
1434
Plante Moran Financial Advisors
Michigan
$79K -$4.4K -46 -5%
CWP
1435
CFM Wealth Partners
Texas
$78K
BWM
1436
BerganKDV Wealth Management
Minnesota
$78K +$3.52K +37 +5%
AIL
1437
AGF Investments LLC
Ontario, Canada
$77K -$30.7K -323 -29%
KFS
1438
Kelly Financial Services
Massachusetts
$76.8K +$190 +2 +0.2%
FFC
1439
First Financial Corp
Indiana
$76K
AssetMark Inc
1440
AssetMark Inc
California
$75K -$625K -6,526 -89%
FMP
1441
Financial Management Professionals
Texas
$75K +$75K +786 New
VCM
1442
Versant Capital Management
Arizona
$74K -$1.32K -14 -2%
EWM
1443
Endurance Wealth Management
Rhode Island
$74K
HCM
1444
Highlander Capital Management
New Jersey
$71K +$4.73K +50 +7%
WR
1445
Watson Rebecca
$71K +$71K +745 New
HIIFS
1446
Harel Insurance Investments & Financial Services
Israel
$70K -$67.8K -717 -49%
TFO
1447
Tarbox Family Office
California
$70K +$19.2K +201 +38%
SL
1448
Savior LLC
Massachusetts
$69K
SIAS
1449
Shine Investment Advisory Services
Colorado
$66K
BG
1450
Bollard Group
Massachusetts
$66K +$50.1K +528 +314%