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American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
551
D.A. Davidson & Co
Montana
$4.25M -$272K -1,661 -6%
PCM
552
Prana Capital Management
Connecticut
$4.24M +$4.24M +25,885 New
BIP
553
Bouvel Investment Partners
Pennsylvania
$4.23M -$15.4K -94 -0.4%
BWAM
554
Boyd Watterson Asset Management
Ohio
$4.23M +$122K +746 +3%
HWM
555
HB Wealth Management
Georgia
$4.21M +$4.21M +25,753 New
GWM
556
GDS Wealth Management
Texas
$4.2M +$4.2M +25,651 New
Jennison Associates
557
Jennison Associates
New York
$4.19M -$268K -1,639 -6%
NEAM
558
New England Asset Management
Connecticut
$4.19M
BRWA
559
B. Riley Wealth Advisors
Florida
$4.18M -$186K -1,138 -4%
BPA
560
Beacon Pointe Advisors
California
$4.16M -$879K -5,373 -17%
SWIG
561
Strategic Wealth Investment Group
Kentucky
$4.15M +$473K +2,894 +13%
Bessemer Group
562
Bessemer Group
New Jersey
$4.14M +$846K +5,170 +26%
Credit Agricole
563
Credit Agricole
France
$4.13M +$1.34M +8,214 +48%
FG
564
Foster Group
Iowa
$4.12M -$12.9K -79 -0.3%
HW
565
Hancock Whitney
Mississippi
$4.1M -$14.7K -90 -0.4%
BL
566
Bleichroeder LP
New York
$4.09M
SA
567
SRN Advisors
Pennsylvania
$4.08M -$264K -1,612 -6%
PFO
568
Pathstone Family Office
New Jersey
$4.02M -$463K -2,830 -10%
WS
569
Wedbush Securities
California
$4M +$91.6K +560 +2%
IEFM
570
IQ EQ Fund Management
Ireland
$3.97M -$276K -1,687 -7%
CWM
571
Concentric Wealth Management
California
$3.96M -$58.1K -355 -1%
PNC
572
Park National Corp
Ohio
$3.95M -$472K -2,887 -11%
Impax Asset Management Group
573
Impax Asset Management Group
United Kingdom
$3.95M +$77.2K +472 +2%
CT
574
Chicago Trust
Illinois
$3.91M -$83.1K -508 -2%
IAA
575
Independent Advisor Alliance
North Carolina
$3.88M +$197K +1,203 +5%