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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 %
ZCM
801
Zenyatta Capital Management
Delaware
$1.86M +$1.86M +12,500 New
BOS
802
Bank of Stockton
California
$1.86M -$425K -2,968 -19%
ACP
803
Aviance Capital Partners
Florida
$1.85M -$21.6K -145 -1%
WG
804
Welch Group
Alabama
$1.84M -$13.1K -88 -0.7%
MA
805
Montag & Associates
Georgia
$1.83M +$15.1K +101 +0.8%
V
806
ValueWorks
New York
$1.8M -$26K -174 -1%
III
807
Independent Investors Inc
New York
$1.79M
FMWA
808
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$50K +335 +3%
CCM
809
Coldstream Capital Management
Washington
$1.79M -$77.3K -518 -4%
S
810
SignatureFD
Georgia
$1.78M +$144K +963 +9%
SIA
811
Schechter Investment Advisors
Michigan
$1.77M +$232K +1,552 +15%
BIAS
812
Beacon Investment Advisory Services
New Jersey
$1.76M -$984K -6,595 -36%
QI
813
QV Investors
Alberta, Canada
$1.76M -$38.8K -260 -2%
NHC
814
Nicholas Hoffman & Company
Georgia
$1.76M +$4.77K +32 +0.3%
BSA
815
Bull Street Advisors
Georgia
$1.76M
SC
816
Savoie Capital
Illinois
$1.75M +$1.75M +11,700 New
MMPW
817
Mitchell McLeod Pugh & Williams
Alabama
$1.75M +$298 +2 +0%
BBA
818
BLB&B Advisors
Pennsylvania
$1.74M -$14.8K -99 -0.8%
EH
819
Equitable Holdings
New York
$1.73M +$409K +2,742 +31%
LT
820
Lindsell Train
United Kingdom
$1.73M
ACP
821
Arcus Capital Partners
Georgia
$1.73M
FIM
822
Fruth Investment Management
Texas
$1.72M -$14.9K -100 -0.9%
Aristotle Capital Management
823
Aristotle Capital Management
California
$1.72M
LBC
824
Lowe Brockenbrough & Co
Virginia
$1.71M -$10.4K -70 -0.6%
CCMT
825
CMT Capital Markets Trading
Germany
$1.71M +$690K +4,628 +68%