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American Express

2,292 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 894 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.22%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
894
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M
Name Holding Trade Value Shares
Change
Shares
Change %
BG
1626
Bahl & Gaynor
Ohio
$459K +$459K +2,016 New
RA
1627
Ruggaard & Associates
Ohio
$458K -$21.2K -93 -4%
SPI
1628
Sutton Place Investors
New York
$458K +$458K +2,011 New
WCM
1629
Whitener Capital Management
North Carolina
$458K -$11.4K -50 -2%
C
1630
Certuity
Florida
$457K +$23K +101 +5%
CBT
1631
Central Bank & Trust
Kentucky
$457K -$23K -101 -5%
OWA
1632
ORBA Wealth Advisors
Illinois
$456K
RZH
1633
Relyea Zuckerberg Hanson
Connecticut
$456K +$7.29K +32 +2%
GAM
1634
Garrison Asset Management
Arkansas
$456K -$109K -480 -19%
CIA
1635
Caerus Investment Advisors
Texas
$455K
PAM
1636
Paradigm Asset Management
New York
$455K
CHAM
1637
Clear Harbor Asset Management
Connecticut
$455K
HA
1638
Harbor Advisors
Florida
$455K
CP
1639
Cumberland Partners
Ontario, Canada
$455K +$455K +2,000 New
MCM
1640
Magnolia Capital Management
New York
$455K
VF
1641
Virtu Financial
New York
$453K +$453K +1,989 New
EBA
1642
Eagle Bay Advisors
New York
$451K -$38.9K -171 -8%
CBFP
1643
Cedar Brook Financial Partners
Ohio
$450K -$228 -1 -0.1%
AIM
1644
Allen Investment Management
New York
$450K
CSWM
1645
Cassady Schiller Wealth Management
Ohio
$450K +$347K +1,525 +338%
ACM
1646
Arcataur Capital Management
Wisconsin
$450K
CAI
1647
Capital Advisors Inc
Oklahoma
$446K +$133K +586 +43%
KMWM
1648
Keudell/Morrison Wealth Management
Oregon
$444K
MFC
1649
Mechanics Financial Corp
Ohio
$444K
SS
1650
Sunbelt Securities
Texas
$442K +$120K +527 +37%