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American Express

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1726
Orion Capital Management
California
$101K
Jones Financial Companies
1727
Jones Financial Companies
Missouri
$99K -$1.67K -10 -2%
FA
1728
Fortis Advisors
Pennsylvania
$99K
LWP
1729
Lumature Wealth Partners
Georgia
$97K
AP
1730
Arlington Partners
Alabama
$96K +$52.3K +311 +120%
DAC
1731
Dividend Assets Capital
South Carolina
$95K
WCMN
1732
Westchester Capital Management (Nebraska)
Nebraska
$94K
WQ
1733
Wealth Quarterback
New Jersey
$92K +$169 +1 +0.2%
RAM
1734
Riggs Asset Management
Pennsylvania
$88K
COCM
1735
Charter Oak Capital Management
New Hampshire
$88K +$5.5K +33 +7%
PB
1736
Pinnacle Bancorp
Nebraska
$87K -$37.6K -225 -30%
AA
1737
AlphaMark Advisors
Kentucky
$87K
BWM
1738
Baystate Wealth Management
Massachusetts
$87K +$2.51K +15 +3%
MUMSS
1739
Mitsubishi UFJ Morgan Stanley Securities
Japan
$87K +$87K +520 New
PA
1740
PSI Advisors
Florida
$87K +$87K +522 New
HWMA
1741
Heritage Wealth Management (Arizona)
Arizona
$86K -$1.63M -9,731 -95%
CHA
1742
Carmichael Hill & Associates
Maryland
$85K +$6.71K +40 +9%
FMII
1743
Farmers & Merchants Investments Inc
Nebraska
$84K -$10.6K -63 -11%
PP
1744
PrairieView Partners
Minnesota
$84K
PAI
1745
Pittenger & Anderson Inc
Nebraska
$84K
SA
1746
SRH Advisors
Kansas
$84K
FF
1747
FourThought Financial
Florida
$84K
TF
1748
TimeScale Financial
Massachusetts
$82K +$167 +1 +0.2%
JAM
1749
JCIC Asset Management
Ontario, Canada
$81K
GGI
1750
Godsey & Gibb Inc
Virginia
$80K