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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 %
SDAM
1726
Shulman DeMeo Asset Management
New York
$224K -$491 -3 -0.2%
BFG
1727
Berger Financial Group
Minnesota
$224K +$20K +122 +10%
CWP
1728
Concord Wealth Partners
Virginia
$224K +$111K +675 +98%
WHC
1729
Wulff, Hansen & Co
California
$224K +$224K +1,371 New
LPT
1730
Legacy Private Trust
Wisconsin
$223K
NPT
1731
Nixon Peabody Trust
Massachusetts
$222K -$6.55K -40 -3%
ST
1732
Sentinel Trust
Texas
$222K +$164 +1 +0.1%
JWBC
1733
J.W. Burns & Co
New York
$221K
FIA
1734
Foundations Investment Advisors
Arizona
$221K +$221K +1,269 New
ZB
1735
Zions Bancorporation
Utah
$220K +$9.48K +58 +5%
TCA
1736
Transcend Capital Advisors
New Jersey
$220K +$25.6K +156 +13%
CA
1737
Calton & Associates
Florida
$219K -$38.5K -236 -15%
MA
1738
MBA Advisors
Pennsylvania
$219K -$3.28K -20 -1%
RFA
1739
RTD Financial Advisors
Pennsylvania
$218K +$218K +1,330 New
PWM
1740
PBMares Wealth Management
Virginia
$217K
HCP
1741
Hexagon Capital Partners
Arkansas
$216K -$328 -2 -0.2%
KOC
1742
Koss-Olinger Consulting
Florida
$216K +$2.78K +17 +1%
SAM
1743
Summit Asset Management
Tennessee
$215K +$7.36K +45 +4%
RF
1744
Rollins Financial
Georgia
$214K +$214K +1,310 New
MCM
1745
MV Capital Management
Maryland
$213K +$490 +3 +0.2%
ABLA
1746
Alan B. Lancz & Associates
Ohio
$213K +$213K +1,300 New
LW
1747
Libra Wealth
California
$213K +$213K +1,300 New
BCA
1748
Bay Colony Advisors
Massachusetts
$213K +$213K +1,303 New
MAM
1749
Mystic Asset Management
Rhode Island
$213K +$213K +1,305 New
AIP
1750
Almanack Investment Partners
Pennsylvania
$212K +$4.58K +28 +2%