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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 %
PCM
1376
Prelude Capital Management
New York
$435K +$435K +2,661 New
CG
1377
Cutler Group
California
$434K -$2.24M -13,706 -84%
CP
1378
Cumberland Partners
Ontario, Canada
$434K -$164K -1,000 -27%
PI
1379
Putnam Investments
Massachusetts
$434K -$16.2K -99 -4%
MFA
1380
Mayflower Financial Advisors
Massachusetts
$433K +$27.8K +170 +7%
DIP
1381
DT Investment Partners
Pennsylvania
$431K -$176K -1,075 -29%
RIG
1382
Roosevelt Investment Group
New York
$431K -$39.3K -240 -8%
BHWM
1383
Bar Harbor Wealth Management
New Hampshire
$430K +$41.7K +255 +11%
VCM
1384
Vigilant Capital Management
Maine
$430K +$164K +1,000 +61%
BA
1385
Ballast Advisors
Minnesota
$429K
WCG
1386
Weaver Consulting Group
California
$428K -$30.9K -189 -7%
BG
1387
Benedetti & Gucer
Georgia
$427K -$79.3K -485 -16%
PCMC
1388
Paragon Capital Management (Colorado)
Colorado
$427K
KFSC
1389
Keystone Financial Services (Colorado)
Colorado
$427K +$427K +2,609 New
OWA
1390
Outlook Wealth Advisors
Texas
$426K +$982 +6 +0.2%
CWG
1391
Cornerstone Wealth Group
North Carolina
$426K +$31.4K +192 +8%
CANY
1392
Caxton Associates (New York)
New York
$426K +$426K +2,602 New
DAS
1393
Dynamic Advisor Solutions
Arizona
$425K -$1.62M -9,886 -79%
MBTD
1394
Mechanics Bank - Trust Department
California
$425K -$61.3K -375 -13%
NP
1395
Ninepoint Partners
Ontario, Canada
$425K -$25.2K -154 -6%
WB
1396
Webster Bank
Connecticut
$425K
CIA
1397
Caerus Investment Advisors
Texas
$425K +$425K +2,600 New
LFM
1398
LGT Fund Management
Liechtenstein
$425K +$425K +2,600 New
SLA
1399
Silver Lake Advisory
Utah
$424K +$327 +2 +0.1%
SFI
1400
SPC Financial Inc
Maryland
$422K