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American Express

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
351
Marco Investment Management
Georgia
$11M +$221K +1,479 +2%
WT
352
Whittier Trust
California
$11M -$53.4K -358 -0.5%
PFO
353
Pathstone Family Office
New Jersey
$10.8M +$4.09M +27,257 +61%
CAM
354
Cresset Asset Management
Illinois
$10.7M +$511K +3,424 +5%
DZ Bank
355
DZ Bank
Germany
$10.7M -$104M -696,218 -91%
AMBIA
356
Allen Mooney & Barnes Investment Advisors
Georgia
$10.7M +$609K +4,080 +6%
NAM
357
Nissay Asset Management
Japan
$10.7M +$360K +2,411 +3%
AM
358
AGF Management
Ontario, Canada
$10.7M +$10.7M +71,430 New
2
359
2Xideas
Switzerland
$10.6M +$25.8K +173 +0.2%
BS
360
Banco Santander
Spain
$10.6M -$2.16M -14,476 -17%
NC
361
Nixon Capital
Texas
$10.6M +$80.7K +541 +0.8%
WAS
362
Wesleyan Assurance Society
United Kingdom
$10.4M -$298K -2,000 -3%
PL
363
Parthenon LLC
Kentucky
$10.4M +$25.4K +170 +0.2%
MCM
364
MAI Capital Management
Ohio
$10.2M -$2.65M -17,749 -21%
EGA
365
Eagle Global Advisors
Texas
$10.1M -$25.2K -169 -0.2%
FC
366
FORA Capital
Florida
$10.1M +$10.1M +67,611 New
SAM
367
Silvercrest Asset Management
New York
$10.1M +$681K +4,566 +7%
WIC
368
Willis Investment Counsel
Georgia
$10.1M -$3.41M -22,825 -25%
TAM
369
Taurus Asset Management
New York
$10M -$184K -1,231 -2%
BPA
370
Beacon Pointe Advisors
California
$9.93M +$4.6M +30,802 +86%
Lido Advisors
371
Lido Advisors
California
$9.91M +$5.3M +35,544 +115%
HPIA
372
Hamilton Point Investment Advisors
North Carolina
$9.89M -$55.2K -370 -0.6%
GAG
373
GM Advisory Group
New York
$9.65M
SJL
374
Shayne & Jacobs LLC
Tennessee
$9.6M +$2.79M +18,712 +41%
BCM
375
Banyan Capital Management
Georgia
$9.44M -$49.8K -334 -0.5%