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American Express

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1451
Wexford Capital
Florida
$487K +$74.9K +400 +18%
BB
1452
Burford Brothers
Texas
$487K +$487K +2,597 New
Group One Trading
1453
Group One Trading
Illinois
$487K -$1.09M -5,828 -69%
MBTD
1454
Mechanics Bank - Trust Department
California
$482K -$28.1K -150 -6%
BWM
1455
Baystate Wealth Management
Massachusetts
$482K +$3.75K +20 +0.8%
AI
1456
AdvisorShares Investments
Maryland
$481K +$481K +2,570 New
RCG
1457
Regatta Capital Group
California
$481K +$19.3K +103 +4%
NAMP
1458
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$479K
DSC
1459
Duncker Streett & Co
Missouri
$478K
MWA
1460
Meridian Wealth Advisors
Texas
$478K -$8.99K -48 -2%
ATC
1461
Adirondack Trust Company
New York
$477K -$46.5K -212 -9%
PFGIA
1462
Patriot Financial Group Insurance Agency
Massachusetts
$476K -$114K -607 -19%
HIM
1463
Harbour Investment Management
Washington
$476K
ITIM
1464
Indiana Trust & Investment Management
Indiana
$475K +$28.1K +150 +6%
CCA
1465
Childress Capital Advisors
Texas
$474K -$11.6K -62 -2%
MA
1466
Mezzasalma Advisors
New Jersey
$473K -$56.6K -302 -11%
HAIM
1467
Hunter Associates Investment Management
Pennsylvania
$473K
BWA
1468
Burt Wealth Advisors
Maryland
$471K
MAM
1469
McLean Asset Management
Virginia
$470K -$17.2K -91 -4%
TIA
1470
Traphagen Investment Advisors
New Jersey
$470K +$2.62K +14 +0.6%
BA
1471
Ballast Advisors
Minnesota
$470K -$8.43K -45 -2%
PVM
1472
Palogic Value Management
Texas
$469K
SCM
1473
Sage Capital Management
New Jersey
$469K +$469K +2,506 New
FMLI
1474
Fukoku Mutual Life Insurance
Japan
$469K
PWP
1475
Pursue Wealth Partners
California
$468K