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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 %
Connor, Clark & Lunn Investment Management (CC&L)
201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.5M +$2.75M +16,687 +8%
BTW
202
Boston Trust Walden
Massachusetts
$36.2M -$2.83M -17,180 -7%
CTB
203
Country Trust Bank
Illinois
$36M -$2.17M -13,173 -6%
HCL
204
Heard Capital LLC
Illinois
$35.5M +$35.5M +215,492 New
PAM
205
Panagora Asset Management
Massachusetts
$35.5M -$27M -163,949 -43%
AQR Capital Management
206
AQR Capital Management
Connecticut
$35.3M +$4.84M +29,913 +16%
KeyBank National Association
207
KeyBank National Association
Ohio
$35.1M +$19.1M +116,051 +120%
Osaic Holdings
208
Osaic Holdings
Arizona
$34.8M +$924K +5,607 +3%
AZ
209
Aquamarine Zurich
Switzerland
$34.5M
JIC
210
Johnson Investment Counsel
Ohio
$33.9M -$1.95M -11,814 -5%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$33.9M -$311K -1,883 -0.9%
BTCPP
212
Border to Coast Pensions Partnership
United Kingdom
$33.8M +$5.68M +34,443 +20%
TAM
213
Todd Asset Management
Kentucky
$33.6M -$31.5K -191 -0.1%
ZIC
214
ZWJ Investment Counsel
Georgia
$33.2M -$233K -1,414 -0.7%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$33.1M -$5.09M -30,830 -13%
CK
216
Cohen Klingenstein
New York
$32.9M
AAM
217
Aureus Asset Management
Massachusetts
$32.9M -$25.1K -152 -0.1%
GFI
218
Global Frontier Investments
South Carolina
$32.5M
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$32.1M -$4.25M -25,743 -12%
FSA
220
Franklin Street Advisors
North Carolina
$32M +$5.45M +33,068 +21%
RMA
221
Roffman Miller Associates
Pennsylvania
$31.5M -$238K -1,440 -0.7%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$31.5M +$1.35M +8,166 +4%
FRAF
223
Första AP-fonden
Sweden
$31.1M -$2.59M -15,700 -8%
HIMC
224
Heritage Investors Management Corp
Maryland
$30.8M -$458K -2,778 -1%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$30.8M +$815K +4,943 +3%