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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 %
PTC
1251
Philadelphia Trust Company
Pennsylvania
$588K -$8.18K -50 -1%
BL
1252
Balentine LLC
Georgia
$585K +$7.2K +44 +1%
RIA
1253
Richwood Investment Advisors
Ohio
$584K +$584K +3,567 New
SIC
1254
Salem Investment Counselors
North Carolina
$583K +$28K +171 +5%
AIM
1255
Acropolis Investment Management
Missouri
$581K -$27.8K -170 -5%
PFS
1256
Prospera Financial Services
Texas
$581K +$1.97K +12 +0.3%
UAML
1257
US Asset Management LLC
Pennsylvania
$579K -$654 -4 -0.1%
SIC
1258
Sigma Investment Counselors
Michigan
$577K
AF
1259
Arrow Financial
New York
$576K -$16.4K -100 -3%
H
1260
HoyleCohen
California
$575K -$130K -795 -18%
FWCM
1261
Ferguson Wellman Capital Management
Oregon
$575K
APIM
1262
Agate Pass Investment Management
Washington
$575K +$575K +3,515 New
BIM
1263
Barton Investment Management
Pennsylvania
$573K
FPA
1264
First Pacific Advisors
California
$573K +$573K +3,500 New
IIM
1265
Ipswich Investment Management
Massachusetts
$572K -$49.1K -300 -8%
IIC
1266
Integrated Investment Consultants
Michigan
$572K +$141K +859 +33%
KLCM
1267
KG&L Capital Management
Louisiana
$571K +$154K +940 +37%
GWM
1268
Gitterman Wealth Management
New Jersey
$568K
MMG
1269
Monetary Management Group
Missouri
$564K
DWM
1270
Defined Wealth Management
Oregon
$563K
CPIG
1271
Chicago Partners Investment Group
Illinois
$561K +$32.1K +167 +6%
JWBC
1272
John W. Bristol & Co
New York
$560K -$40.9K -250 -7%
TF
1273
Tompkins Financial
New York
$560K -$2.78K -17 -0.5%
GBT
1274
Grove Bank & Trust
Florida
$559K
RI
1275
Ridgewood Investments
New Jersey
$558K -$12.8K -78 -2%