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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 %
PFA
1751
Paradigm Financial Advisors
Missouri
$210K
SFG
1752
SevenBridge Financial Group
Pennsylvania
$208K -$13.2K -81 -6%
EPP
1753
ETF Portfolio Partners
Kansas
$208K
VCM
1754
Vivaldi Capital Management
Illinois
$208K +$655 +4 +0.3%
CWM
1755
Chesapeake Wealth Management
Virginia
$207K -$39.3K -240 -16%
WCM
1756
Wedge Capital Management
North Carolina
$207K -$5.25K -32 -2%
CP
1757
Coho Partners
Pennsylvania
$207K
M
1758
MOTCO
Texas
$207K
CF
1759
Centaurus Financial
California
$207K +$26.6K +163 +15%
SEIA
1760
Signature Estate & Investment Advisors
California
$206K -$328 -2 -0.2%
JW
1761
Jenkins Wealth
Colorado
$206K +$206K +1,069 New
PWM
1762
PRW Wealth Management
Massachusetts
$206K +$206K +1,255 New
HCM
1763
Highview Capital Management
Illinois
$206K +$206K +1,257 New
FC
1764
Forte Capital
New York
$206K +$206K +1,262 New
HHGA
1765
Halbert Hargrove Global Advisors
California
$205K -$11K -67 -5%
CAM
1766
Cozad Asset Management
Illinois
$204K -$32.6K -200 -14%
EGA
1767
E&G Advisors
Texas
$204K -$16.3K -100 -7%
LSPW
1768
Lake Street Private Wealth
Illinois
$204K +$204K +1,248 New
LFG
1769
Lockerman Financial Group
California
$204K +$204K +1,250 New
SAA
1770
Southeast Asset Advisors
Georgia
$203K -$653 -4 -0.3%
BSAM
1771
Blue Square Asset Management
New York
$203K
CG
1772
Castellan Group
Kentucky
$203K +$203K +1,240 New
DCM
1773
Deuterium Capital Management
Florida
$203K +$203K +1,240 New
LRIC
1774
Long Road Investment Counsel
Michigan
$202K
XF
1775
XML Financial
Maryland
$202K +$164 +1 +0.1%