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American Express

1,771 hedge funds and large institutions have $96.2B invested in American Express in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 564 increasing their positions, 714 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
+57
Holders Change %
+3.33%
% of All Funds
31.19%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
180
Increased
564
Reduced
714
Closed
105
Calls
$799M
Puts
$1.31B
Net Calls
-$514M
Net Calls Change
+$99M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
1276
Putnam Investments
Massachusetts
$389K -$13K -92 -3%
PWA
1277
Phoenix Wealth Advisors
North Carolina
$389K +$87K +602 +29%
FFBTD
1278
First Financial Bank - Trust Division
Ohio
$388K
NSIM
1279
North Star Investment Management
Illinois
$386K -$1.42K -10 -0.4%
SFFS
1280
Stonehage Fleming Financial Services
Jersey
$385K
FBT
1281
First Bankers Trust
Kentucky
$382K
CWM
1282
Cornerstone Wealth Management
Missouri
$381K +$4.67K +33 +1%
TYCC
1283
Texas Yale Capital Corp
Florida
$380K
QCM
1284
Quest Capital Management
Texas
$380K +$10.6K +75 +3%
W
1285
WealthStone
Ohio
$380K +$25K +177 +7%
WCG
1286
Weaver Consulting Group
California
$379K +$379K +2,677 New
LBD
1287
Landsberg Bennett & Dubbaneh
Florida
$378K -$19.2K -133 -5%
CM
1288
Castleark Management
Illinois
$378K
TSWM
1289
Triangle Securities Wealth Management
North Carolina
$378K
CCG
1290
Cypress Capital Group
Florida
$378K +$26.1K +184 +7%
CNBTD
1291
Citizens National Bank Trust Department
Mississippi
$376K -$2.83K -20 -0.7%
KLCM
1292
KG&L Capital Management
Louisiana
$375K -$6.36K -45 -2%
DSC
1293
Duncker Streett & Co
Missouri
$375K
BA
1294
Ballast Advisors
Minnesota
$371K
AA
1295
Advisory Alpha
Michigan
$371K +$142 +1 +0%
QPWM
1296
Quadrant Private Wealth Management
Pennsylvania
$369K -$17.3K -122 -4%
PCMC
1297
Paragon Capital Management (Colorado)
Colorado
$369K
FA
1298
Fiducient Advisors
Illinois
$369K
BG
1299
Bellevue Group
Switzerland
$368K -$142K -1,000 -28%
OIA
1300
Optimum Investment Advisors
Illinois
$368K