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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 %
AW
1826
Avion Wealth
Texas
$112K
MGIM
1827
M&G Investment Management
United Kingdom
$111K -$50.6K -308,465 -31%
LCM
1828
Logan Capital Management
Pennsylvania
$109K
AP
1829
Arlington Partners
Alabama
$108K +$14.3K +87 +15%
Jones Financial Companies
1830
Jones Financial Companies
Missouri
$104K +$6.57K +40 +7%
TCM
1831
Tradewinds Capital Management
Washington
$103K +$163 +1 +0.2%
SL
1832
Savior LLC
Massachusetts
$102K
PMFA
1833
Plante Moran Financial Advisors
Michigan
$101K -$28.4K -174 -22%
TAIM
1834
TD Ameritrade Investment Management
Nebraska
$100K +$26.4K +161 +36%
OCM
1835
Orion Capital Management
California
$98K
UIA
1836
Ulland Investment Advisors
Minnesota
$98K +$98K +600 New
TFM
1837
TFC Financial Management
Massachusetts
$97K -$98.5K -600 -50%
FA
1838
Fortis Advisors
Pennsylvania
$96K
FAG
1839
Fortitude Advisory Group
Washington
$96K +$96K +587 New
LWP
1840
Lumature Wealth Partners
Georgia
$95K
SAM
1841
Sycomore Asset Management
France
$94K -$8.02M -48,729 -99%
DAC
1842
Dividend Assets Capital
South Carolina
$92K
WCMN
1843
Westchester Capital Management (Nebraska)
Nebraska
$92K
TFO
1844
Tarbox Family Office
California
$91K -$28.2K -173 -24%
BHWM
1845
Bay Harbor Wealth Management
Maryland
$91K +$4.5K +24 +5%
CHA
1846
Carmichael Hill & Associates
Maryland
$87K +$4.09K +25 +5%
RAM
1847
Riggs Asset Management
Pennsylvania
$86K
COCM
1848
Charter Oak Capital Management
New Hampshire
$86K
PA
1849
PSI Advisors
Florida
$85K
MUMSS
1850
Mitsubishi UFJ Morgan Stanley Securities
Japan
$85K