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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 %
BIC
976
Beach Investment Counsel
Pennsylvania
$1.26M -$16.5K -100 -1%
SAG
977
SageView Advisory Group
California
$1.26M +$237K +1,434 +23%
SWMG
978
Signature Wealth Management Group
Georgia
$1.25M -$629K -3,814 -33%
CWM
979
Chesapeake Wealth Management
Virginia
$1.25M +$28.9K +175 +2%
MFG
980
Merit Financial Group
Georgia
$1.25M -$22.8K -138 -2%
LWP
981
Lumature Wealth Partners
Georgia
$1.23M +$124K +752 +11%
SA
982
SRN Advisors
Pennsylvania
$1.23M -$336K -2,067 -21%
CB
983
Cadence Bank
Mississippi
$1.23M -$62.4K -378 -5%
JIC
984
Joel Isaacson & Co
New York
$1.23M
LFRG
985
Lazard Frères Gestion
France
$1.22M +$73.2K +530 +6%
KAM
986
Knightsbridge Asset Management
California
$1.22M +$216K +1,309 +22%
IP
987
Intellectus Partners
California
$1.21M -$90.7K -550 -7%
MAM
988
Morse Asset Management
Connecticut
$1.21M -$66.8K -405 -5%
SCM
989
Stevens Capital Management
Pennsylvania
$1.21M +$1.21M +7,337 New
AIP
990
Ameritas Investment Partners
Nebraska
$1.21M -$9.57K -58 -0.8%
CGL
991
Clarius Group LLC
Washington
$1.21M +$23.4K +142 +2%
STC
992
Sarah T. Connolly
$1.2M
CI
993
Cigna Investments
Connecticut
$1.2M -$37.8K -229 -3%
AAM
994
Auxier Asset Management
Oregon
$1.2M
OWP
995
Obermeyer Wealth Partners
Colorado
$1.19M -$107K -651 -8%
FMAEN1
996
Fund Management at Engine No 1
California
$1.19M +$106K +641 +10%
YIA
997
YHB Investment Advisors
Connecticut
$1.19M +$16.5K +100 +1%
LDB
998
Lee, Danner & Bass
Tennessee
$1.19M
FPCP
999
Fort Point Capital Partners
California
$1.19M +$3.96K +24 +0.3%
BL
1000
Balentine LLC
Georgia
$1.19M -$52.5K -318 -4%