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American Express

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
1226
Ellis Investment Partners
Pennsylvania
$552K +$1K +6 +0.2%
JC
1227
JB Capital
Connecticut
$551K +$551K +3,288 New
CBT
1228
Central Bank & Trust
Kentucky
$550K -$66K -394 -11%
GWMIA
1229
Global Wealth Management Investment Advisory
Florida
$549K -$16.7K -100 -3%
SF
1230
Symphony Financial
Texas
$548K -$152K -889 -22%
LWAC
1231
Laurel Wealth Advisors (California)
California
$547K -$48.6K -290 -8%
BWP
1232
BSW Wealth Partners
Colorado
$546K -$35.4K -211 -6%
TSS
1233
Two Sigma Securities
New York
$546K +$243K +1,449 +80%
IWM
1234
IHT Wealth Management
Illinois
$544K -$72.5K -433 -12%
ITIM
1235
Indiana Trust & Investment Management
Indiana
$543K -$107K -636 -16%
DC
1236
Derby & Company
Massachusetts
$543K
WP
1237
WMS Partners
Maryland
$541K -$43.9K -262 -8%
CYG
1238
Clean Yield Group
Vermont
$541K
B
1239
Barings
North Carolina
$538K -$362K -2,160 -40%
WIM
1240
Wittenberg Investment Management
Massachusetts
$538K
ERIM
1241
Eagle Ridge Investment Management
Connecticut
$536K
EIP
1242
Easterly Investment Partners
Massachusetts
$536K +$536K +3,200 New
HWA
1243
Heritage Wealth Advisors
Virginia
$531K
PGAM
1244
Princeton Global Asset Management
New Jersey
$531K -$151K -900 -22%
SMH
1245
Sanders Morris Harris
Texas
$531K -$6.98K -40 -1%
ATFA
1246
All Terrain Financial Advisors
Minnesota
$529K
OR
1247
Olympiad Research
Connecticut
$524K +$67.4K +402 +15%
OAM
1248
Optimal Asset Management
California
$523K
GLLW
1249
Graves Light Lenhart Wealth
Virginia
$523K +$167 +1 +0%
CA
1250
Cambridge Advisors
Nebraska
$521K