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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 %
CAM
451
Cubic Asset Management
Massachusetts
$6.95M -$128K -773 -2%
CCT
452
Chemung Canal Trust
New York
$6.95M -$64.8K -393 -0.9%
BAM
453
Bell Asset Management
Australia
$6.8M -$1.15M -6,989 -14%
DWT
454
Dorsey & Whitney Trust
South Dakota
$6.78M -$125K -758 -2%
WF
455
WoodTrust Financial
Wisconsin
$6.75M +$69.3K +420 +1%
AssetMark Inc
456
AssetMark Inc
California
$6.72M +$1.15M +6,989 +21%
PP
457
Prudential plc
United Kingdom
$6.72M -$140K -848 -2%
SMI
458
Shelter Mutual Insurance
Missouri
$6.58M
NA
459
NewEdge Advisors
Louisiana
$6.56M +$446K +2,761 +7%
M
460
Mirova
France
$6.56M +$1.78M +10,761 +37%
PI
461
PGGM Investments
Netherlands
$6.53M +$468K +2,837 +8%
SWIG
462
Strategic Wealth Investment Group
Kentucky
$6.49M +$1.03M +6,233 +19%
AI
463
Atria Investments
North Carolina
$6.48M -$766K -4,642 -11%
DT
464
Diversified Trust
Tennessee
$6.45M +$418K +2,537 +7%
MIS
465
Morningstar Investment Services
Illinois
$6.44M -$9.58M -58,839 -60%
NG
466
NatWest Group
United Kingdom
$6.43M +$2.66M +16,112 +70%
HL
467
HeadInvest LLC
Maine
$6.42M -$112K -676 -2%
KAS
468
Kestra Advisory Services
Texas
$6.4M -$3.09M -18,730 -33%
LSERS
469
Louisiana State Employees Retirement System
Louisiana
$6.38M +$16.5K +100 +0.3%
GRQ
470
Gardner Russo & Quinn
Pennsylvania
$6.34M -$63.5K -385 -1%
HCMT
471
Highland Capital Management (Tennessee)
Tennessee
$6.29M -$31.8K -193 -0.5%
GI
472
Gradient Investments
Minnesota
$6.28M +$1.16M +7,010 +23%
AIM
473
Arcadia Investment Management
Michigan
$6.27M -$425K -2,576 -6%
CA
474
Commerzbank Aktiengesellschaft
Germany
$6.25M +$549K +3,327 +10%
Vontobel Holding
475
Vontobel Holding
Switzerland
$6.22M -$9.97M -60,416 -62%