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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
276
HM Payson & Co
Maine
$20.4M -$524K -3,176 -3%
GIP
277
Greatmark Investment Partners
Georgia
$20.4M -$817K -4,950 -4%
AHB
278
Abner Herrman & Brock
New Jersey
$20.3M +$129K +783 +0.6%
ET
279
Equitable Trust
Tennessee
$20.1M -$615K -3,727 -3%
Mariner
280
Mariner
Kansas
$20M +$2.94M +17,810 +17%
UIM
281
USS Investment Management
United Kingdom
$20M +$292K +1,769 +1%
WBC
282
Westpac Banking Corp
Australia
$19.9M +$632K +3,833 +3%
DP
283
Dundas Partners
United Kingdom
$19.9M -$374K -2,265 -2%
NAM
284
NorthCrest Asset Manangement
Minnesota
$19.9M -$1.42M -8,625 -7%
BCAM
285
Boston Common Asset Management
Massachusetts
$19.8M -$1.54M -9,364 -7%
TBC
286
Tweedy, Browne Co
Connecticut
$19.8M -$412K -2,498 -2%
KFC
287
Klingenstein Fields & Co
New York
$19.7M -$149K -901 -0.7%
DnB Asset Management
288
DnB Asset Management
Norway
$19.7M +$267K +1,616 +1%
SPC
289
Stewart & Patten Company
California
$19.3M +$728K +4,413 +4%
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$19.3M +$1.62M +9,800 +9%
CSIC
291
Clifford Swan Investment Counsel
California
$19.3M +$1.64M +9,916 +9%
Creative Planning
292
Creative Planning
Kansas
$19.3M +$540K +3,274 +3%
BCI
293
Brinker Capital Investments
Pennsylvania
$19.2M +$1.94M +11,757 +11%
OPS
294
Orion Portfolio Solutions
Nebraska
$19.2M +$18.3M +110,919 +2,094%
II
295
IFM Investors
Australia
$19.1M +$511K +3,097 +3%
FMI
296
Factory Mutual Insurance
Massachusetts
$19.1M -$676K -4,100 -3%
USAA
297
United Services Automobile Association
Texas
$18.8M +$14.9M +90,295 +386%
Skandinaviska Enskilda Banken (SEB)
298
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.7M -$120K -729 -0.6%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7M +$14.3M +86,983 +332%
AAIS
300
ABN AMRO Investment Solutions
$18.5M +$18.5M +112,005 New