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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
KIC
1451
Keating Investment Counselors
Florida
$409K -$8.25K -50 -2%
SCA
1452
Sippican Capital Advisors
Massachusetts
$409K
Verition Fund Management
1453
Verition Fund Management
Connecticut
$408K -$2.52M -15,300 -86%
HAIM
1454
Hunter Associates Investment Management
Pennsylvania
$407K -$33K -200 -7%
CAM
1455
Covenant Asset Management
New Jersey
$406K +$26.6K +161 +7%
HCM
1456
Howland Capital Management
Massachusetts
$403K +$84.6K +513 +27%
MIC
1457
Means Investment Company
Maine
$403K +$330 +2 +0.1%
GLLW
1458
Graves Light Lenhart Wealth
Virginia
$402K
QC
1459
Quent Capital
New York
$402K +$165 +1 +0%
ATC
1460
Adirondack Trust Company
New York
$401K -$2.64K -16 -0.7%
T
1461
TOBAM
France
$401K
WCG
1462
Weaver Consulting Group
California
$398K
FCAG
1463
First Capital Advisors Group
New Jersey
$398K -$11.1K -67 -3%
WIM
1464
Wittenberg Investment Management
Massachusetts
$398K
FNC
1465
First National Corp
Massachusetts
$397K +$397K +2,410 New
LIA
1466
LS Investment Advisors
Michigan
$397K
HWM
1467
Horizon Wealth Management
Illinois
$396K -$157K -950 -28%
CIM
1468
Confluence Investment Management
Missouri
$396K -$3.46K -21 -0.9%
EP
1469
Eudaimonia Partners
Tennessee
$393K -$14K -85 -3%
SG
1470
StoneX Group
New York
$391K +$100K +607 +34%
6F
1471
626 Financial
Michigan
$389K -$113K -686 -23%
WIA
1472
Westbourne Investment Advisors
Maryland
$388K -$5.77K -35 -1%
SB
1473
Strategic Blueprint
Georgia
$388K -$26.4K -160 -6%
GLR
1474
Great Lakes Retirement
Ohio
$387K +$387K +2,346 New
PG
1475
Patten Group
Tennessee
$384K