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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 %
RBA
651
Richard Bernstein Advisors
New York
$3.02M
BCMO
652
Buckingham Capital Management (Ohio)
Ohio
$3.02M +$613K +4,106 +25%
GPTE
653
Generali Powszechne Towarzystwo Emerytalne
Poland
$3M
PMG
654
ProVise Management Group
Florida
$3M -$21.6K -145 -0.7%
SSW
655
Stone Summit Wealth
Florida
$2.99M -$52.4K -351 -2%
CW
656
Connectus Wealth
Ohio
$2.98M -$15.2K -102 -0.5%
AOI
657
Auto-Owners Insurance
Michigan
$2.98M
IG
658
ING Group
Netherlands
$2.97M +$1.88M +12,603 +172%
EWA
659
EP Wealth Advisors
California
$2.97M +$252K +1,690 +9%
LG
660
LaFleur & Godfrey
Michigan
$2.96M +$47K +315 +2%
PNC
661
Park National Corp
Ohio
$2.95M -$25.4K -170 -0.9%
KWM
662
Kingsview Wealth Management
Oregon
$2.94M -$776K -5,204 -21%
SCA
663
Snowden Capital Advisors
New York
$2.92M -$481K -3,221 -14%
AIM
664
Achmea Investment Management
Netherlands
$2.92M -$302K -2,023 -9%
CC
665
Courier Capital
New York
$2.91M -$157K -1,054 -5%
OLA
666
Oliver Luxxe Assets
New Jersey
$2.9M +$30K +201 +1%
MNBTD
667
Moody National Bank Trust Division
Texas
$2.9M +$518K +3,471 +22%
GIM
668
Goelzer Investment Management
Indiana
$2.9M -$39.5K -265 -1%
HIS
669
Horizon Investment Services
Indiana
$2.89M -$252K -1,686 -8%
NB
670
NBT Bank
New York
$2.86M +$2.11M +14,150 +281%
MWM
671
Modera Wealth Management
New Jersey
$2.86M -$43.4K -291 -1%
Capstone Investment Advisors
672
Capstone Investment Advisors
New York
$2.86M +$2.58M +17,316 +946%
MKA
673
M. Kulyk & Associates
Georgia
$2.85M -$35.2K -236 -1%
Carson Wealth (CWM LLC)
674
Carson Wealth (CWM LLC)
Nebraska
$2.83M +$161K +1,077 +6%
CA
675
CSM Advisors
Pennsylvania
$2.78M