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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 %
CQS
1476
Credential Qtrade Securities
$361K -$14.1K -86 -4%
FBT
1477
First Bankers Trust
Kentucky
$360K -$32.7K -200 -8%
NAMP
1478
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$360K +$8.16K +50 +2%
EA
1479
Echo45 Advisors
California
$360K +$360K +2,202 New
MFG
1480
MidWestOne Financial Group
Iowa
$358K
GDP
1481
Great Diamond Partners
Maine
$358K +$21K +129 +6%
WAOTB
1482
Wealth Advisors of Tampa Bay
Florida
$358K +$358K +2,190 New
Kayne Anderson Rudnick Investment Management
1483
Kayne Anderson Rudnick Investment Management
California
$355K +$2.45K +15 +0.7%
SCA
1484
Stonebridge Capital Advisors
Minnesota
$354K -$63.5K -388 -15%
9WM
1485
9258 Wealth Management
Ohio
$353K +$1.8K +11 +0.5%
TIA
1486
Tiemann Investment Advisors
California
$353K +$3.44K +21 +1%
1WM
1487
1900 Wealth Management
Texas
$353K +$353K +2,157 New
CWM
1488
Chemistry Wealth Management
New York
$352K +$352K +2,151 New
NLP
1489
Next Level Private
New York
$352K +$352K +2,151 New
WCM
1490
Whitener Capital Management
North Carolina
$351K
5L
1491
55I LLC
Massachusetts
$350K -$139K -849 -28%
PFM
1492
Parsec Financial Management
North Carolina
$350K
BWFA
1493
Baltimore-Washington Financial Advisors
Maryland
$350K +$43K +263 +14%
SFG
1494
StrategIQ Financial Group
Indiana
$350K +$350K +2,140 New
YC
1495
Yarbrough Capital
Tennessee
$349K +$349K +2,132 New
SWM
1496
Silverlake Wealth Management
Vermont
$348K +$348K +2,130 New
AP
1497
Adero Partners
California
$345K -$23.2K -142 -6%
ESB
1498
Essex Savings Bank
Connecticut
$345K -$7.53K -46 -2%
HA
1499
HC Advisors
Georgia
$345K
YMRC
1500
Yorktown Management & Research Company
Virginia
$345K