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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 %
MCM
326
MAI Capital Management
Ohio
$15.4M +$81.2K +492 +0.5%
YCM
327
Yousif Capital Management
Michigan
$15.4M -$849K -5,150 -5%
CGH
328
Crossmark Global Holdings
Texas
$15.4M -$326K -1,976 -2%
CTA
329
Chesley Taft & Associates
Illinois
$15.3M -$159K -963 -1%
FT
330
Fiduciary Trust
Massachusetts
$15.2M -$357K -2,163 -2%
LOAMS
331
Lombard Odier Asset Management (Switzerland)
Switzerland
$15M -$4.78M -29,006 -24%
NEI
332
Northwest & Ethical Investments
Ontario, Canada
$14.9M -$745K -4,518 -5%
WF
333
Welch & Forbes
Massachusetts
$14.9M -$65.7K -398 -0.4%
CPC
334
Cookson Peirce & Co
Pennsylvania
$14.3M +$869K +5,267 +6%
CIS
335
Connors Investor Services
Pennsylvania
$14.2M +$131K +793 +0.9%
MOACM
336
Mutual of America Capital Management
New York
$14.1M -$33K -200 -0.2%
AIA
337
Avalon Investment & Advisory
Texas
$14M -$426K -2,585 -3%
GIBU
338
Gulf International Bank (UK)
United Kingdom
$13.8M -$3.47M -21,048 -20%
NLGIA
339
Nippon Life Global Investors Americas
New York
$13.5M -$304K -1,840 -2%
CCP
340
Clifford Capital Partners
Utah
$13.3M +$215K +1,306 +2%
HP
341
Holowesko Partners
Bahamas
$13.1M -$4.87M -29,500 -27%
Cerity Partners
342
Cerity Partners
New York
$13.1M +$1.32M +7,624 +11%
NCM
343
Narwhal Capital Management
Georgia
$13M -$173K -1,047 -1%
CSS
344
Cubist Systematic Strategies
Connecticut
$12.9M -$9.41M -57,021 -42%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$12.9M -$257K -1,560 -2%
BBI
346
Baxter Bros Inc
Connecticut
$12.9M -$39.8K -241 -0.3%
KHLMVGHM
347
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.7M
WT
348
Whittier Trust
California
$12.5M +$107K +651 +0.9%
X
349
Xponance
Pennsylvania
$12.4M +$316K +1,915 +3%
FCMC
350
Founders Capital Management (Connecticut)
Connecticut
$12.3M -$116K -702 -0.9%