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American Express

2,292 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 894 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.22%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
894
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
376
Tower Research Capital (TRC)
New York
$14.8M -$7.12M -31,252 -32%
TIP
377
Torray Investment Partners
Maryland
$14.8M -$2.09M -9,176 -12%
PR
378
Payden & Rygel
California
$14.8M +$68.3K +300 +0.5%
PRIG
379
Payden & Rygel Investment Group
California
$14.8M +$14.8M +65,000 New
SJL
380
Shayne & Jacobs LLC
Tennessee
$14.6M -$72.9K -320 -0.5%
Holocene Advisors
381
Holocene Advisors
New York
$14.5M -$263M -1,154,919 -95%
DT
382
Diversified Trust
Tennessee
$14.1M -$2.14M -9,419 -13%
BCM
383
Brookstone Capital Management
Illinois
$14M +$1.54M +6,756 +12%
SAM
384
Silvercrest Asset Management
New York
$14M +$1.05M +4,608 +8%
SIM
385
Sprucegrove Investment Management
Ontario, Canada
$14M +$1.3M +5,700 +10%
AssetMark Inc
386
AssetMark Inc
California
$14M +$2.05M +8,995 +17%
NA
387
NewEdge Advisors
Louisiana
$14M +$1.58M +6,938 +13%
CIA
388
Choate Investment Advisors
Massachusetts
$13.9M +$35.7K +157 +0.3%
PCIA
389
Prime Capital Investment Advisors
Kansas
$13.8M +$1.56M +6,830 +13%
VPIM
390
Vanguard Personalized Indexing Management
California
$13.7M +$1.25M +5,510 +10%
FGP
391
Foyston, Gordon, & Payne
Ontario, Canada
$13.7M -$471K -2,070 -3%
Mackenzie Financial
392
Mackenzie Financial
Ontario, Canada
$13.7M +$764K +3,356 +6%
TWC
393
TD Waterhouse Canada
Ontario, Canada
$13.6M +$13.6M +58,451 New
MGIA
394
Matthew Goff Investment Advisor
Texas
$13.6M +$113K +496 +0.8%
NCM
395
Narwhal Capital Management
Georgia
$13.5M -$2.23M -9,778 -14%
KAS
396
Kestra Advisory Services
Texas
$13.5M +$1.31M +5,764 +11%
Vontobel Holding
397
Vontobel Holding
Switzerland
$13.4M -$1.77M -7,764 -12%
DC
398
Davenport & Co
Virginia
$13.4M +$421K +1,847 +3%
Wealthfront Advisers
399
Wealthfront Advisers
California
$13.4M +$376K +1,651 +3%
GIA
400
GHP Investment Advisors
Colorado
$13.4M -$108K -473 -0.8%