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American Express

1,771 hedge funds and large institutions have $96.2B invested in American Express in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 564 increasing their positions, 714 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
+57
Holders Change %
+3.33%
% of All Funds
31.19%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
180
Increased
564
Reduced
714
Closed
105
Calls
$799M
Puts
$1.31B
Net Calls
-$514M
Net Calls Change
+$99M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1601
Lenox Wealth Advisors
New York
$125K -$75.9K -537 -38%
AW
1602
Avion Wealth
Texas
$125K
BA
1603
Bellwether Advisors
Nebraska
$124K -$3.18M -22,222 -96%
Jones Financial Companies
1604
Jones Financial Companies
Missouri
$124K -$105K -738 -46%
FFA
1605
Freedman Financial Associates
Massachusetts
$120K
FMP
1606
Financial Management Professionals
Texas
$120K +$3.11K +22 +3%
AA
1607
Ancora Advisors
Ohio
$113K +$15.3K +108 +16%
FFC
1608
First Financial Corp
Indiana
$112K
SCM
1609
Sirios Capital Management
Massachusetts
$111K
MWM
1610
Mascoma Wealth Management
New Hampshire
$111K +$111K +785 New
EWM
1611
Endurance Wealth Management
Rhode Island
$110K
SL
1612
Savior LLC
Massachusetts
$109K
KFS
1613
Kelly Financial Services
Massachusetts
$108K -$283 -2 -0.3%
VCM
1614
Versant Capital Management
Arizona
$106K -$5.09K -36 -5%
HCM
1615
Highlander Capital Management
New Jersey
$106K
PB
1616
Pinnacle Bancorp
Nebraska
$105K -$28.2K -200 -21%
TFO
1617
Tarbox Family Office
California
$103K -$423 -3 -0.4%
BWM
1618
BerganKDV Wealth Management
Minnesota
$102K -$14.1K -100 -12%
BFG
1619
Baron Financial Group
New Jersey
$102K +$33.9K +240 +50%
DAC
1620
Dividend Assets Capital
South Carolina
$101K
NSB
1621
Norway Savings Bank
Maine
$101K
BMD
1622
Better Money Decisions
New Mexico
$101K +$101K +717 New
RCG
1623
Rock Creek Group
District of Columbia
$100K -$62.6K -443 -38%
BG
1624
Bollard Group
Massachusetts
$98K
FMTCOCP
1625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K