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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 %
BAS
1301
Brown Advisory Securities
Maryland
$528K -$123K -755 -19%
FP
1302
Factorial Partners
New York
$524K -$65.5K -400 -11%
ERIM
1303
Eagle Ridge Investment Management
Connecticut
$523K
HWA
1304
Heritage Wealth Advisors
Virginia
$519K
PGAM
1305
Princeton Global Asset Management
New Jersey
$518K
BIP
1306
Blueprint Investment Partners
North Carolina
$517K -$155K -946 -23%
BWP
1307
BSW Wealth Partners
Colorado
$513K -$20.1K -123 -4%
SMH
1308
Sanders Morris Harris
Texas
$511K
GLLW
1309
Graves Light Lenhart Wealth
Virginia
$511K +$164 +1 +0%
TCM
1310
Teza Capital Management
Illinois
$511K +$511K +3,123 New
CA
1311
Cambridge Advisors
Nebraska
$509K
TIS
1312
Tortoise Index Solutions
Kansas
$508K -$132K -807 -21%
LJAC
1313
L.J. Altfest & Co
New York
$504K -$89K -544 -15%
WP
1314
WMS Partners
Maryland
$504K -$24.2K -148 -5%
AI
1315
Accredited Investors
Minnesota
$501K -$95.8K -585 -16%
APW
1316
Acima Private Wealth
Virginia
$500K
MCM
1317
Maryland Capital Management
Maryland
$499K
MFG
1318
Magnus Financial Group
New York
$499K +$491 +3 +0.1%
SRC
1319
Shufro Rose & Co
New York
$496K
MA
1320
Mezzasalma Advisors
New Jersey
$494K
MME
1321
Meag Munich Ergo
Germany
$493K
MIM
1322
Meridiem Investment Management
United Kingdom
$491K -$440K -2,690 -47%
VCM
1323
Violich Capital Management
California
$491K
SKK
1324
Shepherd Kaplan Krochuk
Massachusetts
$491K
PCM
1325
Pennsylvania Capital Management
Pennsylvania
$491K +$491K +3,000 New