13F-HR/A: American Express CO Adds New Holding in MoneyLion Inc.

American Express CO's latest 13F filing reveals a new position in MoneyLion Inc. as of June 30, 2024.

Summary

• American Express CO filed a Form 13F-HR/A with the SEC for the reporting period ending June 30, 2024.
• The filing indicates an amendment to a previous report, adding new holdings entries.
• The total value of holdings reported in the Form 13F Information Table is $544,417.
• The filing discloses a position in MoneyLion Inc. Class A shares, with 7,403 shares held.
• American Express CO exercises sole voting authority over these shares.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, so the sentiment is neutral. It simply reports holdings.

Positives

• The filing indicates a new investment by American Express CO, suggesting confidence in MoneyLion Inc.'s prospects.

Industry Context

Form 13F filings provide insights into the investment strategies of large institutional investors like American Express CO, offering a glimpse into their portfolio allocations and sentiment towards specific companies and sectors.

Comparison to Industry Standards

• Form 13F filings are a standard reporting requirement for institutional investment managers with over $100 million in assets under management.
• Comparing the holdings and investment decisions of American Express CO to other financial institutions and investment firms can provide valuable context on industry trends and investment strategies.

Stakeholder Impact

• The filing provides transparency to shareholders of American Express CO regarding the company's investment portfolio.
• The investment in MoneyLion Inc. could potentially impact the company's stock price and investor sentiment.

Key Dates

Keywords

Form 13F, American Express, MoneyLion, Investment, Holdings, Shares