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American Express

1,714 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 545 increasing their positions, 667 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+158
Holders Change %
+10.15%
% of All Funds
30.41%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.69%
New
252
Increased
545
Reduced
667
Closed
74
Calls
$1.07B
Puts
$1.69B
Net Calls
-$613M
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
1601
TD Ameritrade Investment Management
Nebraska
$52K -$2.05K -17 -4%
CCA
1602
Column Capital Advisors
Indiana
$51K -$61.5K -510 -55%
CFD
1603
Creative Financial Designs
Indiana
$51K
FPB
1604
First PREMIER Bank
South Dakota
$51K
TCWA
1605
Ten Capital Wealth Advisors
Washington
$51K +$51K +422 New
BWM
1606
Baystate Wealth Management
Massachusetts
$50K
HFM
1607
Harvest Fund Management
China
$50K +$50K +417 New
BWA
1608
BDO Wealth Advisors
Florida
$49K -$236K -1,959 -83%
FMB
1609
Field & Main Bank
Kentucky
$48K
SWP
1610
ShoreHaven Wealth Partners
New Jersey
$48K +$48K +400 New
GG
1611
Gleason Group
Kentucky
$47K +$121 +1 +0.3%
IWMWV
1612
Ironwood Wealth Management (West Virginia)
West Virginia
$46K +$46K +377 New
EWM
1613
Edge Wealth Management
New York
$45K -$1.46K -12 -3%
COCM
1614
Charter Oak Capital Management
New Hampshire
$44K +$44K +365 New
FA
1615
Financial Advantage
Maryland
$41K -$41K -340 -50%
SFSIG
1616
San Francisco Sentry Investment Group
California
$41K
IF
1617
Ironwood Financial
Arizona
$41K
GWM
1618
Greenhouse Wealth Management
Connecticut
$40K +$40K +327 New
MAM
1619
Marquette Asset Management
Minnesota
$39K
WPA
1620
West Paces Advisors
Georgia
$38.3K
LF
1621
Lee Financial
Texas
$36K
TCCM
1622
Timber Creek Capital Management
Massachusetts
$36K
CMA
1623
Cedar Mountain Advisors
Oregon
$35K
BAM
1624
Bellevue Asset Management
Washington
$35K
EARNEST Partners
1625
EARNEST Partners
Georgia
$35K