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American Express

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Shares
Change %
OSNBOA
1451
Old Second National Bank of Aurora
Illinois
$28K
MAM
1452
Marquette Asset Management
Minnesota
$28K
LAS
1453
Lloyd Advisory Services
Georgia
$28K +$2.05K +24 +8%
SIS
1454
Sound Income Strategies
Florida
$28K +$21.4K +252 +327%
WPA
1455
West Paces Advisors
Georgia
$27.1K -$8.13K -95 -23%
SFSIG
1456
San Francisco Sentry Investment Group
California
$27K -$2.77K -32 -9%
HGWM
1457
Harvest Group Wealth Management
Massachusetts
$26K
WB
1458
West Bancorporation
Iowa
$26K
BAM
1459
Bellevue Asset Management
Washington
$25K
TCCM
1460
Timber Creek Capital Management
Massachusetts
$25K
CMA
1461
Cedar Mountain Advisors
Oregon
$25K
AWMS
1462
Advocacy Wealth Management Services
Georgia
$25K +$6.64K +86 +36%
SIA
1463
Sit Investment Associates
Minnesota
$24K
Loomis, Sayles & Company
1464
Loomis, Sayles & Company
Massachusetts
$22K -$20.2M -239,065 -100%
CA
1465
Crewe Advisors
Utah
$21K -$34.9K -407 -62%
NG
1466
NWK Group
California
$21K
SIM
1467
Sonora Investment Management
Arizona
$20K -$8.19K -97 -29%
FEG
1468
Financial Enhancement Group
Indiana
$20K
FWM
1469
FSA Wealth Management
Massachusetts
$20K
FP
1470
Financial Perspectives
Minnesota
$19.3K
ST
1471
Sageworth Trust
Pennsylvania
$19K
CFO
1472
CVA Family Office
Colorado
$19K +$19K +224 New
CBT
1473
Capital Bank & Trust
California
$18K -$4.8K -56 -21%
HI
1474
Hudock Inc
Pennsylvania
$18K +$1.18K +14 +7%
CG
1475
Cutler Group
California
$17K -$811K -9,536 -98%