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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 %
CTA
1701
Colonial Trust Advisors
South Carolina
$234K
MHR
1702
Matthew Hamilton Rosenberg
$234K
CSB
1703
City State Bank
Iowa
$234K +$234K +1,430 New
FBC
1704
Fairfield, Bush & Co
Connecticut
$231K -$1.66M -10,150 -88%
LC
1705
Lindbrook Capital
California
$231K +$66.5K +407 +40%
TIM
1706
Tortoise Investment Management
New York
$230K -$4.91K -30 -2%
PWW
1707
Pettyjohn Wood & White
Virginia
$229K -$20K -122 -8%
MC
1708
Middleton & Co
Massachusetts
$229K -$8.18K -50 -3%
1CP
1709
17 Capital Partners
Arizona
$229K
DDPIC
1710
Deroy & Devereaux Private Investment Counsel
Michigan
$229K
TA
1711
TrueWealth Advisors
Alabama
$229K +$229K +1,399 New
AWA
1712
Amplius Wealth Advisors
Pennsylvania
$229K +$229K +1,402 New
CWM
1713
Centric Wealth Management
Illinois
$228K -$24.5K -150 -10%
JFA
1714
Johanson Financial Advisors
California
$228K +$25.1K +153 +12%
EFM
1715
E Fund Management
China
$227K -$4.42K -27 -2%
GWM
1716
Greenwich Wealth Management
Connecticut
$227K
CBFP
1717
Cedar Brook Financial Partners
Ohio
$227K +$16.2K +99 +8%
CPA
1718
Clear Perspective Advisors
Illinois
$227K +$227K +1,388 New
IBOK
1719
Independence Bank of Kentucky
Kentucky
$226K -$12.3K -75 -5%
FF
1720
FourThought Financial
Florida
$226K +$143K +877 +174%
BIM
1721
Bridges Investment Management
Nebraska
$225K
PCA
1722
Providence Capital Advisors
North Carolina
$225K
JHP
1723
James Hambro & Partners
United Kingdom
$225K +$225K +1,373 New
LGA
1724
Lebenthal Global Advisors
New York
$225K +$225K +1,381 New
ER
1725
Enlightenment Research
Florida
$224K -$660K -4,032 -75%