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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 %
BMA
1176
Brooks Moore & Associates
Tennessee
$714K
AB
1177
Atlas Brown
Kentucky
$712K
HT
1178
HighTower Trust
Texas
$712K +$712K +4,354 New
BWM
1179
Buckley Wealth Management
Nevada
$711K -$619K -3,784 -47%
CAM
1180
CenterStar Asset Management
Illinois
$708K
ECM
1181
Estabrook Capital Management
New York
$707K +$11.3K +69 +2%
YWP
1182
YorkBridge Wealth Partners
New York
$707K -$32.7K -200 -4%
AAS
1183
Annex Advisory Services
Wisconsin
$707K +$472K +2,886 +201%
TW
1184
Transform Wealth
Colorado
$706K -$91.1K -557 -11%
CWS
1185
Confluence Wealth Services
Pennsylvania
$705K +$705K +4,313 New
JC
1186
JB Capital
Connecticut
$704K +$166K +1,015 +31%
RSWM
1187
Robertson Stephens Wealth Management
California
$702K +$3.93K +24 +0.6%
EN1L
1188
Engine No 1 LLC
California
$702K +$136K +832 +24%
FCCM
1189
First City Capital Management
Georgia
$700K -$37.2K -200 -5%
BAM
1190
Byrne Asset Management
New Jersey
$699K +$699K +4,271 New
WG
1191
Winton Group
United Kingdom
$698K -$79.4K -485 -10%
BAM
1192
Beaumont Asset Management
Texas
$697K +$34K +208 +5%
LWAC
1193
Laurel Wealth Advisors (California)
California
$697K +$163K +999 +31%
BFM
1194
Boston Financial Management
Massachusetts
$693K
LWM
1195
Lyell Wealth Management
California
$692K -$12.8K -78 -2%
AT
1196
American Trust
Kentucky
$692K +$692K +4,228 New
SSG
1197
Summit Securities Group
New York
$687K -$1.42M -8,683 -67%
FAFN
1198
First Affirmative Financial Network
Colorado
$687K +$16.8K +103 +3%
DA
1199
Doliver Advisors
Texas
$684K -$41.6K -224 -6%
KA
1200
Kovack Advisors
Florida
$683K +$57.3K +350 +9%