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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 %
SWM
1501
Sugarloaf Wealth Management
Georgia
$9K +$7.6K +92 +541%
ARMC
1502
American Research & Management Company
Massachusetts
$9K +$9K +100 New
AWA
1503
Arkadios Wealth Advisors
Georgia
$8.79K
GCM
1504
Gables Capital Management
Florida
$8K +$8K +91 New
PCMK
1505
Paragon Capital Management (Kansas)
Kansas
$8K +$8K +93 New
PHK
1506
Point72 Hong Kong
Hong Kong
$7K -$534K -6,640 -99%
FPFS
1507
First Personal Financial Services
North Carolina
$7K -$2.88K -35 -29%
POIA
1508
Pin Oak Investment Advisors
Texas
$7K
CAL
1509
Capital Advisors Ltd
Ohio
$7K +$7K +87 New
HWM
1510
HighMark Wealth Management
Minnesota
$6K -$338 -4 -5%
SL
1511
Salomon & Ludwin
Virginia
$6K
SWM
1512
Selective Wealth Management
Virginia
$6K
EIP
1513
Ellis Investment Partners
Pennsylvania
$6K
BC
1514
Barnett & Company
Tennessee
$5K -$345 -4 -6%
QAM
1515
QCI Asset Management
New York
$5K
OFG
1516
OmniStar Financial Group
North Carolina
$5K +$5K +60 New
HCM
1517
Horrell Capital Management
Arkansas
$4K
FCH
1518
Freestone Capital Holdings
Washington
$3.7K -$138 -1,610 -4%
GTAM
1519
Global Trust Asset Management
Florida
$3K
CWM
1520
Cranbrook Wealth Management
Michigan
$3K
DI
1521
Disciplined Investments
Oklahoma
$3K
IWP
1522
IAG Wealth Partners
Wisconsin
$3K
NC
1523
NewSquare Capital
Pennsylvania
$3K +$3K +30 New
PG
1524
Proffitt & Goodson
Tennessee
$2K
LWA
1525
Lowe Wealth Advisors
Maryland
$2K