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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 %
HFM
1101
Hartford Funds Management
Pennsylvania
$899K +$115K +697 +15%
MG
1102
Mather Group
Illinois
$899K -$983K -5,961 -52%
PC
1103
Pecaut & Co
Iowa
$895K
AC
1104
Arjuna Capital
North Carolina
$891K +$891K +5,403 New
VI
1105
Versor Investments
New York
$891K +$492K +2,981 +123%
SIG
1106
Sargent Investment Group
Maryland
$890K -$491 -3 -0.1%
FNBOSM
1107
First National Bank of South Miami
Florida
$883K -$97.5K -591 -10%
SFS
1108
Sowell Financial Services
Arkansas
$875K +$875K +5,302 New
LCM
1109
Lewis Capital Management
California
$870K +$165 +1 +0%
HVM
1110
Harvest Volatility Management
Connecticut
$863K -$41.3K -254 -5%
LRPA
1111
L. Roy Papp & Associates
Arizona
$860K
AL
1112
Aspiriant LLC
California
$855K -$3.3K -20 -0.4%
LA
1113
LVW Advisors
New York
$855K +$9.9K +60 +1%
PPWP
1114
Proquility Private Wealth Partners
Nevada
$854K +$854K +5,180 New
BFC
1115
Bedel Financial Consulting
Indiana
$854K +$3.13K +19 +0.4%
VRM
1116
Vectors Research Management
New York
$854K
HC
1117
HNP Capital
New York
$854K
NB
1118
NBT Bank
New York
$851K
WCM
1119
Weik Capital Management
Pennsylvania
$848K -$12.4K -75 -1%
LKIM
1120
Lawson Kroeker Investment Management
Nebraska
$846K +$846K +5,129 New
HI
1121
HBK Investments
Texas
$845K +$845K +5,125 New
DGAM
1122
Desjardins Global Asset Management
Quebec, Canada
$845K +$516K +3,129 +157%
PFS
1123
Prospera Financial Services
Texas
$844K +$172K +1,042 +26%
AG
1124
Algert Global
California
$843K +$843K +5,112 New
WANY
1125
Wealthspire Advisors (New York)
New York
$838K -$292K -1,768 -26%