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American Express

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1101
WealthSource Partners
California
$836K -$57.1K -349 -6%
IA
1102
IFP Advisors
Florida
$835K +$27.4K +168 +3%
IWA
1103
Intercontinental Wealth Advisors
Texas
$834K -$736K -4,501 -47%
SAM
1104
S.A. Mason
Michigan
$834K +$164 +1 +0%
LCM
1105
Leisure Capital Management
California
$830K -$5.07K -31 -0.6%
EIM
1106
Ervin Investment Management
Washington
$829K +$829K +5,065 New
LCS
1107
Levin Capital Strategies
New York
$828K
BJL
1108
Brighton Jones LLC
Washington
$828K +$70K +428 +9%
S
1109
Seeyond
France
$826K -$9.81K -60 -1%
ESCM
1110
Echo Street Capital Management
New York
$825K +$825K +5,044 New
RCC
1111
Red Cedar Capital
Nebraska
$821K
SLF
1112
Sun Life Financial
Ontario, Canada
$821K +$44.6K +273 +6%
GC
1113
Garde Capital
Washington
$820K
BFC
1114
Bedel Financial Consulting
Indiana
$820K +$12.6K +77 +2%
BWM
1115
BigSur Wealth Management
Florida
$818K +$818K +5,000 New
NWM
1116
Northcape Wealth Management
New York
$818K +$818K +5,000 New
LRPA
1117
L. Roy Papp & Associates
Arizona
$817K
SA
1118
Strategic Advisors
New York
$816K -$15K -92 -2%
LW
1119
Linscomb Wealth
Texas
$815K +$42.9K +262 +6%
GIA
1120
Guyasuta Investment Advisors
Pennsylvania
$811K +$532K +3,250 +191%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$809K +$35.3K +216 +5%
PK
1122
Pflug Koory
Nebraska
$794K
FLPIM
1123
F.L. Putnam Investment Management
Massachusetts
$794K +$43K +263 +6%
GFS
1124
GYL Financial Synergies
Connecticut
$793K +$187K +1,145 +31%
PGCM
1125
Prescott Group Capital Management
Oklahoma
$790K -$60.3K -369 -7%