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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 %
AP
651
Americana Partners
Texas
$3.26M -$50.3K -305 -2%
MKA
652
M. Kulyk & Associates
Georgia
$3.23M +$5.94K +36 +0.2%
LG
653
LaFleur & Godfrey
Michigan
$3.22M +$6.43K +39 +0.2%
CIM
654
Chapman Investment Management
California
$3.21M -$61K -370 -2%
OLA
655
Oliver Luxxe Assets
New Jersey
$3.2M +$34.1K +207 +1%
SVCP
656
Silicon Valley Capital Partners
California
$3.18M +$94K +570 +3%
CA
657
Clearstead Advisors
Ohio
$3.18M +$110K +666 +4%
FIM
658
Freedom Investment Management
Connecticut
$3.18M -$751K -4,551 -19%
SS
659
Simplicity Solutions
Minnesota
$3.16M +$2.3M +13,954 +268%
AIM
660
Achmea Investment Management
Netherlands
$3.15M -$1.8M -10,891 -36%
RJT
661
Raymond James Trust
Florida
$3.15M -$45.4K -275 -1%
ACIM
662
Azimuth Capital Investment Management
Michigan
$3.14M -$190K -1,150 -6%
AWM
663
Avior Wealth Management
Nebraska
$3.12M -$133K -805 -4%
HW
664
Hancock Whitney
Mississippi
$3.11M -$529K -3,210 -15%
CAM
665
Cresset Asset Management
Illinois
$3.11M -$90.6K -549 -3%
QIM
666
Quantitative Investment Management
Virginia
$3.11M +$3.11M +18,826 New
NMIMC
667
Northwestern Mutual Investment Management Company
Wisconsin
$3.09M -$3.46K -21 -0.1%
IC
668
IEQ Capital
California
$3.09M +$27.7K +168 +0.9%
CA
669
CSM Advisors
Pennsylvania
$3.07M +$923K +5,600 +43%
KWM
670
Kingsview Wealth Management
Oregon
$3.02M -$123K -746 -4%
PCI
671
Pacifica Capital Investments
Texas
$3.02M
GD
672
Grandfield & Dodd
New York
$3.02M -$102K -620 -3%
WA
673
WP Advisors
California
$3.01M +$19.3K +117 +0.6%
Assenagon Asset Management
674
Assenagon Asset Management
Luxembourg
$3.01M -$48.8K -296 -2%
SWM
675
Salvus Wealth Management
New Jersey
$3.01M +$33.8K +205 +1%