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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 %
JG
1126
Jefferies Group
New York
$790K -$2.14M -13,109 -73%
PWP
1127
Principle Wealth Partners
Connecticut
$789K -$98.2K -600 -11%
DI
1128
Diligent Investors
California
$785K -$23.2K -142 -3%
CRC
1129
Curi RMB Capital
Illinois
$783K
XS
1130
XR Securities
Illinois
$782K +$782K +4,780 New
OPPTF
1131
OPSEU Pension Plan Trust Fund
Ontario, Canada
$781K +$366K +2,123 +88%
AF
1132
Advisornet Financial
Minnesota
$780K +$6.38K +39 +0.8%
PPWM
1133
Paragon Private Wealth Management
Kentucky
$776K +$776K +4,746 New
HGERS
1134
Householder Group Estate & Retirement Specialist
Arizona
$775K +$775K +4,736 New
TCM
1135
Tufton Capital Management
Maryland
$774K
WPW
1136
Waldron Private Wealth
Pennsylvania
$774K +$327 +2 +0%
FNBOH
1137
First National Bank of Hutchinson
Kansas
$774K +$23.6K +144 +3%
MAM
1138
Madison Asset Management
Wisconsin
$772K -$9.82K -60 -1%
RMCM
1139
Reynders McVeigh Capital Management
Massachusetts
$770K
Koshinski Asset Management
1140
Koshinski Asset Management
Illinois
$764K -$41.7K -255 -5%
AL
1141
Aspiriant LLC
California
$764K +$9.65K +59 +1%
KCM
1142
KRS Capital Management
Michigan
$764K +$764K +4,670 New
WA
1143
WBH Advisory
Maryland
$762K +$164 +1 +0%
PIM
1144
Profit Investment Management
Maryland
$760K +$208K +1,270 +38%
VF
1145
Virtu Financial
New York
$758K -$1.64M -10,029 -68%
SC
1146
Schulhoff & Co
Ohio
$756K
MWM
1147
Mission Wealth Management
California
$754K -$57.3K -350 -7%
LA
1148
Legacy Advisors
Pennsylvania
$753K
SIG
1149
Sargent Investment Group
Maryland
$750K
BAAM
1150
Baker Avenue Asset Management
California
$749K -$33.7K -206 -4%