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American Express

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Shares
Change %
C
1826
Certuity
Florida
$201K +$201K +1,218 New
FCM
1827
Firestone Capital Management
Florida
$200K +$200K +1,215 New
APG
1828
Abacus Planning Group
South Carolina
$200K +$200K +1,214 New
KFI
1829
Key Financial Inc
Pennsylvania
$200K +$24.7K +150 +14%
GGI
1830
Godsey & Gibb Inc
Virginia
$199K
MCI
1831
MRP Capital Investments
Georgia
$197K +$65.2K +395 +49%
CT
1832
Clearstead Trust
Maine
$197K
CCP
1833
Carmel Capital Partners
California
$195K +$195K +1,183 New
MAM
1834
Magellan Asset Management
Australia
$195K +$5.94K +36 +3%
SS
1835
Sunbelt Securities
Texas
$193K +$193K +1,187 New
GFPC
1836
Global Financial Private Client
Florida
$185K
ETH
1837
Exos TFP Holdings
New York
$181K +$102K +616 +128%
VNA
1838
Valley National Advisers
Pennsylvania
$179K +$321 +2 +0.2%
NFSG
1839
Newbridge Financial Services Group
Florida
$175K -$825 -5 -0.5%
IBOK
1840
Independence Bank of Kentucky
Kentucky
$172K -$31.3K -190 -15%
MAWCM
1841
Mine & Arao Wealth Creation & Management
California
$165K +$165K +1,003 New
CAM
1842
Close Asset Management
United Kingdom
$165K
DMBA
1843
Deseret Mutual Benefit Administrators
Utah
$163K
OCM
1844
Osterweis Capital Management
California
$162K
AA
1845
Ancora Advisors
Ohio
$162K +$26.6K +161 +20%
BONH
1846
Bank of New Hampshire
New Hampshire
$160K -$17.3K -105 -10%
HIIFS
1847
Harel Insurance Investments & Financial Services
Israel
$160K +$14.9K +90 +10%
TC
1848
Truvestments Capital
Florida
$159K +$165 +1 +0.1%
SG Americas Securities
1849
SG Americas Securities
New York
$156K -$12.8M -77,602 -99%
MME
1850
Meag Munich Ergo
Germany
$156K -$1.06M -6,436 -87%