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American Express

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
1151
Laurion Capital Management
New York
$712K +$712K +4,774 New
NP
1152
NorthRock Partners
Minnesota
$711K +$68.8K +461 +11%
LCM
1153
Leisure Capital Management
California
$711K -$6.86K -46 -1%
ES
1154
Eagle Strategies
New York
$709K +$709K +4,750 New
IP
1155
Ignite Planners
California
$706K +$14.1K +96 +2%
DF
1156
Donoghue Forlines
Massachusetts
$706K +$706K +4,730 New
LRPA
1157
L. Roy Papp & Associates
Arizona
$704K +$746 +5 +0.1%
PWPS
1158
Pinnacle Wealth Planning Services
Ohio
$700K -$27.5K -184 -4%
RSWM
1159
Robertson Stephens Wealth Management
California
$698K +$895 +6 +0.1%
TCM
1160
Tufton Capital Management
Maryland
$695K -$11.2K -75 -2%
FCI
1161
Financial Counselors Inc
Kansas
$694K -$31K -208 -4%
RCM
1162
RB Capital Management
Nevada
$692K +$16.7K +112 +2%
FAM
1163
Fred Alger Management
New York
$686K -$15.8K -106 -2%
UM
1164
UniSuper Management
Australia
$686K
SL
1165
Sentry LLC
Tennessee
$685K
PIM
1166
Profit Investment Management
Maryland
$684K
CL
1167
Choreo LLC
Illinois
$683K +$14.5K +97 +2%
Koshinski Asset Management
1168
Koshinski Asset Management
Illinois
$679K +$20K +134 +3%
BMA
1169
Brooks Moore & Associates
Tennessee
$679K
BAAM
1170
Baker Avenue Asset Management
California
$679K +$895 +6 +0.1%
LIM
1171
Leavell Investment Management
Alabama
$678K +$3.88K +26 +0.6%
IA
1172
IFP Advisors
Florida
$678K -$79.7K -534 -11%
LA
1173
Legacy Advisors
Pennsylvania
$678K +$10.6K +71 +2%
CWP
1174
Capital Wealth Planning
Florida
$677K +$3.73K +25 +0.6%
CI
1175
Conning Inc
Connecticut
$677K +$8.95K +60 +1%