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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 %
SIA
1626
Sit Investment Associates
Minnesota
$34K
GM
1627
GeoWealth Management
Illinois
$34K +$34K +275 New
JPLA
1628
Joseph P. Lucia & Associates
New York
$34K +$34K +282 New
BHWM
1629
Bay Harbor Wealth Management
Maryland
$33K -$31.3K -262 -49%
AFS
1630
Annapolis Financial Services
Maryland
$33K +$33K +269 New
AP
1631
Arlington Partners
Alabama
$31K
MLFP
1632
MPS Loria Financial Planners
Illinois
$31K +$7.34K +62 +31%
AWM
1633
Accel Wealth Management
Iowa
$31K +$31K +259 New
CA
1634
Crewe Advisors
Utah
$30K -$3.8K -31 -11%
SIM
1635
Sonora Investment Management
Arizona
$30K +$1.33K +11 +5%
AIG
1636
American International Group
New York
$29.3K -$1.12K -9,300 -4%
H
1637
Hexavest
Quebec, Canada
$29K +$29K +243 New
BSSFA
1638
Baron Silver Stevens Financial Advisors
Florida
$29K +$29K +245 New
FWM
1639
FSA Wealth Management
Massachusetts
$28K +$28K +235 New
FP
1640
Financial Perspectives
Minnesota
$27.4K
SIS
1641
Sound Income Strategies
Florida
$27K
CFO
1642
CVA Family Office
Colorado
$27K
CWA
1643
Clearview Wealth Advisors
Oregon
$27K +$27K +221 New
TFIPS
1644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K +$25.1K +208 New
HI
1645
Hudock Inc
Pennsylvania
$25K -$966 -8 -4%
LFG
1646
Larson Financial Group
Missouri
$24K -$38.9K -316 -62%
LGWM
1647
Litman Gregory Wealth Management
California
$24K
TC
1648
Trust Company
Kansas
$24K
FPFS
1649
First Personal Financial Services
North Carolina
$24K
YAL
1650
Your Advocates Ltd
Texas
$24K