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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 %
KFP
601
KMG Fiduciary Partners
Ohio
$3.54M -$109K -733 -3%
BFEC
602
Benjamin F. Edwards & Company
Missouri
$3.53M -$4.63K -31 -0.1%
SCM
603
Shelton Capital Management
Colorado
$3.51M
SAM
604
Shell Asset Management
Netherlands
$3.5M -$187K -1,251 -5%
PWMAG
605
Pinnacle Wealth Management Advisory Group
New Jersey
$3.5M -$98K -657 -3%
FHB
606
First Hawaiian Bank
Hawaii
$3.49M +$243K +1,627 +7%
CCG
607
Chatham Capital Group
Georgia
$3.46M -$494K -3,310 -12%
VVP
608
Venture Visionary Partners
Ohio
$3.45M +$80.9K +542 +2%
HCM
609
Hutner Capital Management
Vermont
$3.43M -$53K -355 -2%
RC
610
RBF Capital
California
$3.43M
ASN
611
Advisory Services Network
Georgia
$3.43M -$93.5K -627 -3%
GIM
612
Grassi Investment Management
California
$3.43M
IIM
613
Intact Investment Management
Quebec, Canada
$3.42M +$955K +6,400 +39%
WCM
614
Wisconsin Capital Management
Wisconsin
$3.41M -$51.5K -345 -1%
NEAM
615
New England Asset Management
Connecticut
$3.4M -$583K -3,907 -15%
B
616
Bensler
Washington
$3.39M +$540K +3,619 +19%
BIMC
617
Benson Investment Management Company
Virginia
$3.39M +$113K +755 +3%
SIG
618
Stonegate Investment Group
Alabama
$3.39M -$177K -1,187 -5%
LTI
619
Laffer Tengler Investments
Tennessee
$3.38M +$2M +13,398 +145%
CT
620
Coastline Trust
Rhode Island
$3.35M +$141K +944 +4%
CWM
621
Chemistry Wealth Management
New York
$3.32M -$14.3K -96 -0.4%
FM
622
Family Management
New York
$3.31M +$4.33K +29 +0.1%
CT
623
Chicago Trust
Illinois
$3.29M +$50.1K +336 +2%
QT
624
Quantbot Technologies
New York
$3.29M +$3.29M +22,052 New
VMPIC
625
Varma Mutual Pension Insurance Co
Finland
$3.28M +$489K +3,281 +18%