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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 %
BIAS
601
Beacon Investment Advisory Services
New Jersey
$3.54M +$25.4K +155 +0.7%
TU
602
TDAM USA
Ontario, Canada
$3.52M -$2.13K -13 -0.1%
SWP
603
Strategic Wealth Partners
Ohio
$3.52M +$333K +2,036 +10%
SW
604
SVB Wealth
Massachusetts
$3.49M -$355K -2,173 -9%
SAIG
605
Semper Augustus Investments Group
Colorado
$3.48M -$106K -648 -3%
WSCM
606
Wellington Shields Capital Management
New York
$3.48M +$666K +4,070 +24%
KSWA
607
Kathleen S. Wright Associates
Pennsylvania
$3.47M +$3.47M +21,222 New
CB
608
Cadence Bank
Mississippi
$3.47M +$88.2K +539 +3%
BW
609
Bison Wealth
Georgia
$3.45M -$84.1K -514 -2%
CIC
610
Chase Investment Counsel
Virginia
$3.43M -$3.93K -24 -0.1%
CCM
611
Cinctive Capital Management
New York
$3.43M -$3M -18,369 -47%
NA
612
NewEdge Advisors
Louisiana
$3.42M +$2.2M +13,448 +181%
SC
613
Scotia Capital
Ontario, Canada
$3.41M -$529K -3,234 -13%
DA
614
DCM Advisors
New York
$3.41M +$1.17M +7,168 +52%
HTC
615
Haverford Trust Company
Pennsylvania
$3.41M -$177K -1,082 -5%
RC
616
RegentAtlantic Capital
New Jersey
$3.41M +$123K +749 +4%
CCM
617
Cullen Capital Management
New York
$3.4M +$138K +844 +4%
LNC
618
Lincoln National Corp
Pennsylvania
$3.4M -$5.4K -33 -0.2%
SCM
619
Stevens Capital Management
Pennsylvania
$3.39M +$2.28M +13,950 +206%
BBWA
620
Bell & Brown Wealth Advisors
California
$3.37M +$61.3K +311 +2%
SIM
621
Stratos Investment Management
Ohio
$3.37M +$124K +760 +4%
FIM
622
Freedom Investment Management
Connecticut
$3.36M -$8.02K -49 -0.2%
QI
623
QV Investors
Alberta, Canada
$3.32M -$5.83M -35,654 -64%
IVP
624
Intrinsic Value Partners
Arizona
$3.31M +$3.31M +20,258 New
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$3.31M +$19K +116 +0.6%