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American Express

1,836 hedge funds and large institutions have $157B invested in American Express in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 612 increasing their positions, 687 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,836
Holders Change
+65
Holders Change %
+3.67%
% of All Funds
32.05%
Holding in Top 10
58
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.89%
% of All Funds
1.01%
New
155
Increased
612
Reduced
687
Closed
73
Calls
$877M
Puts
$1.51B
Net Calls
-$632M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1226
Cambridge Advisors
Nebraska
$514K +$41.5K +251 +9%
SKK
1227
Shepherd Kaplan Krochuk
Massachusetts
$512K -$198K -1,200 -28%
SAM
1228
Synergy Asset Management
Washington
$512K
SWMP
1229
Signature Wealth Management Partners
New Jersey
$512K
WPC
1230
Waters Parkerson & Co
Louisiana
$511K
MIP
1231
Marietta Investment Partners
Wisconsin
$511K
PO
1232
Private Ocean
California
$507K +$197K +1,192 +64%
APW
1233
Acima Private Wealth
Virginia
$505K
EFS
1234
Essex Financial Services
Connecticut
$504K
MFG
1235
Magnus Financial Group
New York
$503K +$1.82K +11 +0.4%
CH
1236
Canton Hathaway
Rhode Island
$501K -$82.7K -500 -14%
BOS
1237
Bingham Osborn & Scarborough
California
$501K +$92.1K +558 +23%
PWA
1238
Phoenix Wealth Advisors
North Carolina
$499K +$42.1K +248 +9%
MA
1239
Mezzasalma Advisors
New Jersey
$498K
VCM
1240
Violich Capital Management
California
$496K
LWMM
1241
Legacy Wealth Management (Mississippi)
Mississippi
$496K
PHAM
1242
Palisades Hudson Asset Management
Florida
$495K
CCA
1243
Cadent Capital Advisors
Oklahoma
$493K -$21.5K -130 -4%
MBTD
1244
Mechanics Bank - Trust Department
California
$492K +$148K +897 +43%
TNB
1245
Thomasville National Bank
Georgia
$491K -$101K -613 -17%
WIA
1246
Westbourne Investment Advisors
Maryland
$489K -$27.3K -165 -5%
GAM
1247
Garrison Asset Management
Arkansas
$488K -$35.5K -215 -7%
IAIM
1248
International Assets Investment Management
Florida
$486K -$508K -3,077 -51%
PTB
1249
Pioneer Trust Bank
Oregon
$485K
CHAM
1250
Clear Harbor Asset Management
Connecticut
$482K