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American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
LOAMS
226
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.6M +$571K +3,488 +2%
AIA
227
Avalon Investment & Advisory
Texas
$28.3M -$3.13M -19,156 -10%
RCAMU
228
Rothschild & Co Asset Management US
Connecticut
$28.2M +$259K +1,586 +0.9%
UB
229
UMB Bank
Missouri
$27.4M +$24.5M +149,451 +822%
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$27M -$30.7M -187,512 -53%
Osaic Holdings
231
Osaic Holdings
Arizona
$26.7M +$1.1M +6,695 +4%
AB
232
Amalgamated Bank
New York
$26.7M +$1.21M +7,413 +5%
FDCC
233
Foster Dykema Cabot & Co
Massachusetts
$26.7M +$7.58M +46,305 +40%
UCFA
234
United Capital Financial Advisors
Texas
$26.6M -$1.04M -6,370 -4%
MNG
235
Manning & Napier Group
New York
$26.4M -$630K -3,850 -2%
LIP
236
Liontrust Investment Partners
United Kingdom
$26.3M +$3.76M +23,000 +17%
SOMRS
237
State of Michigan Retirement System
Michigan
$25.8M +$13.3M +81,000 +105%
GC
238
Gillson Capital
Illinois
$25.6M +$19.9M +121,424 +345%
KAS
239
Kemnay Advisory Services
New York
$25.5M +$4.97M +30,359 +24%
RJFSA
240
Raymond James Financial Services Advisors
Florida
$25.4M -$3.76M -22,970 -13%
ACA
241
Anchor Capital Advisors
Massachusetts
$25.4M -$898K -5,490 -3%
WJWM
242
Williams Jones Wealth Management
New York
$25.2M +$2.43M +14,852 +11%
DWA
243
Douglass Winthrop Advisors
New York
$25.1M -$3.09M -18,875 -11%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$24.9M +$294K +1,799 +1%
MIS
245
Morningstar Investment Services
Illinois
$24.8M +$278K +1,699 +1%
DWM
246
Destination Wealth Management
California
$24.8M -$153K -934 -0.6%
DekaBank Deutsche Girozentrale
247
DekaBank Deutsche Girozentrale
Germany
$24.7M +$8.38M +50,733 +51%
MCM
248
Marsico Capital Management
Colorado
$24.6M -$57.3M -350,328 -70%
M&T Bank
249
M&T Bank
New York
$24.6M +$67.7K +414 +0.3%
BTCPP
250
Border to Coast Pensions Partnership
United Kingdom
$24.2M