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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 %
UF
626
Univest Financial
Pennsylvania
$3.58M -$292K -1,772 -8%
BAMF
627
BI Asset Management Fondsmaeglerselskab
Denmark
$3.57M +$98K +594 +3%
CCG
628
Chatham Capital Group
Georgia
$3.56M -$153K -925 -4%
SIM
629
Stratos Investment Management
Ohio
$3.56M +$332K +2,015 +10%
TLP
630
Trinity Legacy Partners
Texas
$3.55M +$207K +1,254 +6%
SLI
631
Sumitomo Life Insurance
Japan
$3.54M -$22.8K -138 -0.6%
BIMC
632
Benson Investment Management Company
Virginia
$3.53M
HIS
633
Horizon Investment Services
Indiana
$3.53M +$115K +697 +3%
GIM
634
Goelzer Investment Management
Indiana
$3.5M -$1.02M -6,168 -22%
KRSITF
635
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.49M -$51.3K -311 -1%
SI
636
Stephens Inc
Arkansas
$3.49M +$123K +746 +4%
VCA
637
Verdence Capital Advisors
Maryland
$3.47M -$68.6K -416 -2%
CI
638
Ceera Investments
Texas
$3.46M
YIH
639
Y-Intercept (HK)
Hong Kong
$3.4M +$3.4M +20,636 New
PNC
640
Park National Corp
Ohio
$3.36M -$174K -1,053 -5%
TCM
641
Twin Capital Management
Pennsylvania
$3.35M +$2.56M +15,493 +322%
Acadian Asset Management
642
Acadian Asset Management
Massachusetts
$3.34M +$1.43M +8,690 +75%
RBA
643
Richard Bernstein Advisors
New York
$3.34M
CW
644
Connectus Wealth
Ohio
$3.33M -$13.7M -82,912 -80%
GPTE
645
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.32M
NGA
646
Naples Global Advisors
Florida
$3.32M +$61.9K +375 +2%
BRWA
647
B. Riley Wealth Advisors
Florida
$3.31M -$1.16M -7,056 -26%
AOI
648
Auto-Owners Insurance
Michigan
$3.29M
GHAM
649
Gilman Hill Asset Management
Connecticut
$3.28M -$19.1K -116 -0.6%
SSW
650
Stone Summit Wealth
Florida
$3.28M -$121K -733 -4%