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American Express

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1151
Burney Company
Virginia
$643K -$160K -1,187 -20%
RCM
1152
Radnor Capital Management
Pennsylvania
$639K +$13.5K +100 +2%
TCM
1153
Tufton Capital Management
Maryland
$638K
EH
1154
Equitable Holdings
New York
$634K +$71.6K +531 +13%
ESCM
1155
Echo Street Capital Management
New York
$632K -$68.3K -506 -10%
EAM
1156
Evanson Asset Management
California
$628K +$135 +1 +0%
PTC
1157
Private Trust Company
Ohio
$627K +$2.97K +22 +0.5%
CWS
1158
Confluence Wealth Services
Pennsylvania
$626K +$17.3K +128 +3%
LIM
1159
Leavell Investment Management
Alabama
$624K +$11.5K +85 +2%
BAM
1160
Byrne Asset Management
New Jersey
$623K +$56K +415 +10%
TWA
1161
TCI Wealth Advisors
Arizona
$621K -$2.83K -21 -0.5%
SB
1162
Sunflower Bank
Texas
$614K -$134K -993 -18%
SIM
1163
Sentry Investment Management
Wisconsin
$614K +$58.3K +432 +10%
FLPIM
1164
F.L. Putnam Investment Management
Massachusetts
$613K -$5.93K -44 -1%
DF
1165
Donoghue Forlines
Massachusetts
$609K +$45.5K +337 +8%
EIM
1166
Ervin Investment Management
Washington
$608K -$75.6K -560 -11%
BAAM
1167
Baker Avenue Asset Management
California
$607K -$108K -798 -15%
ONB
1168
Old National Bancorp
Indiana
$606K +$33K +245 +6%
SC
1169
Schulhoff & Co
Ohio
$605K -$13.5K -100 -2%
AFG
1170
Allegheny Financial Group
Pennsylvania
$605K +$13.6K +101 +2%
SI
1171
Saxon Interests
Texas
$604K -$104K -718 -15%
PWPS
1172
Pinnacle Wealth Planning Services
Ohio
$600K +$25.6K +190 +4%
MWM
1173
Meridian Wealth Management
Kentucky
$599K -$39.5K -293 -6%
WPC
1174
Wedmont Private Capital
Pennsylvania
$599K +$101K +751 +20%
AIM
1175
Alhambra Investment Management
Florida
$596K