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American Express

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
1201
Latitude Advisors
Florida
$811K +$337K +1,804 +71%
BFM
1202
Boston Financial Management
Massachusetts
$809K +$16.6K +89 +2%
YWP
1203
YorkBridge Wealth Partners
New York
$808K
GRP
1204
Global Retirement Partners
California
$806K -$19.1K -123 -2%
CWS
1205
Confluence Wealth Services
Pennsylvania
$805K -$934 -5 -0.1%
HGERS
1206
Householder Group Estate & Retirement Specialist
Arizona
$803K -$82.2K -440 -9%
HH
1207
Hilltop Holdings
Texas
$802K -$581K -3,107 -42%
RSWM
1208
Robertson Stephens Wealth Management
California
$800K -$1.49K -8 -0.2%
ECM
1209
Estabrook Capital Management
New York
$799K -$9.35K -50 -1%
SS
1210
Simplicity Solutions
Minnesota
$797K -$577K -3,086 -42%
FFMBT
1211
First Farmers & Merchants Bank Trust
Tennessee
$797K -$56.1K -300 -7%
SI
1212
Saxon Interests
Texas
$793K +$21.1K +113 +3%
TAM
1213
Trillium Asset Management
Massachusetts
$786K -$221K -1,184 -22%
TPWM
1214
Twelve Points Wealth Management
Massachusetts
$786K +$5.61K +30 +0.7%
RCM
1215
Radnor Capital Management
Pennsylvania
$781K +$52.4K +280 +7%
DIP
1216
DT Investment Partners
Pennsylvania
$781K +$289K +1,545 +59%
IP
1217
Intellectus Partners
California
$778K +$778K +4,162 New
WCM
1218
Weik Capital Management
Pennsylvania
$777K -$374 -2 -0%
PIM
1219
Perpetual Investment Management
Australia
$777K
TLP
1220
Trinity Legacy Partners
Texas
$776K +$68.2K +365 +10%
B
1221
Barings
North Carolina
$775K +$44.7K +239 +6%
HBT
1222
Hills Bank & Trust
Iowa
$773K
BDFN
1223
Bond & Devick Financial Network
Minnesota
$770K
IWA
1224
Intercontinental Wealth Advisors
Texas
$769K -$184K -986 -19%
AF
1225
Allworth Financial
California
$767K +$329K +1,758 +75%