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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 %
V
801
ValueWorks
New York
$2.05M -$72.4K -439 -3%
PA
802
Parallel Advisors
California
$2.05M +$85.6K +519 +4%
CG
803
Caprock Group
Idaho
$2.05M +$262K +1,590 +15%
HSA
804
Hussman Strategic Advisors
Maryland
$2.05M -$3.07M -18,600 -60%
CCG
805
Ceeto Capital Group
Florida
$2.03M -$16.5K -100 -0.8%
AA
806
ALPS Advisors
Colorado
$2.02M -$172K -1,041 -8%
VIM
807
Vinva Investment Management
Australia
$2.01M +$2.01M +12,402 New
SC
808
Savant Capital
Illinois
$2.01M +$170K +1,032 +9%
MA
809
Montag & Associates
Georgia
$2M -$32.3K -196 -2%
LNC
810
Lincoln National Corp
Pennsylvania
$1.99M -$454K -2,755 -19%
IIL
811
Insight Inv LLC
California
$1.98M
III
812
Independent Investors Inc
New York
$1.98M
CF
813
Copperwynd Financial
Arizona
$1.98M +$1.98M +11,994 New
WGCA
814
Wolf Group Capital Advisors
Virginia
$1.96M -$200K -1,210 -9%
DAM
815
Doheny Asset Management
California
$1.96M +$417K +2,530 +27%
GIA
816
Gladstone Institutional Advisory
Florida
$1.96M -$10.6K -64 -0.5%
BBA
817
BLB&B Advisors
Pennsylvania
$1.96M -$6.1K -37 -0.3%
CWMU
818
Caliber Wealth Management (Utah)
Utah
$1.96M +$463K +2,805 +31%
SYBT
819
Stock Yards Bank & Trust
Kentucky
$1.95M +$101K +611 +5%
BSA
820
Bull Street Advisors
Georgia
$1.95M -$8.25K -50 -0.4%
FIM
821
Fruth Investment Management
Texas
$1.94M
IA
822
IFG Advisory
Georgia
$1.93M -$42.4K -257 -2%
MMPW
823
Mitchell McLeod Pugh & Williams
Alabama
$1.92M -$74.2K -450 -4%
LT
824
Lindsell Train
United Kingdom
$1.91M
ACP
825
Arcus Capital Partners
Georgia
$1.91M