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American Express

1,983 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$30.7M -$700K -4,694 -2%
TAM
202
Todd Asset Management
Kentucky
$30.5M +$255K +1,710 +0.8%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$30.5M +$546K +3,658 +2%
CTB
204
Country Trust Bank
Illinois
$30.4M -$1.2M -8,023 -4%
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
$30.3M -$8.12M -54,427 -21%
CK
206
Cohen Klingenstein
New York
$29.7M -$65.5K -439 -0.2%
GFI
207
Global Frontier Investments
South Carolina
$29.4M
Rafferty Asset Management
208
Rafferty Asset Management
New York
$29.1M +$663K +4,442 +2%
PA
209
Pinnacle Associates
New York
$28.9M -$311K -2,083 -1%
Jennison Associates
210
Jennison Associates
New York
$28.9M -$287M -1,926,012 -91%
BBVA
211
Banco Bilbao Vizcaya Argentaria
Spain
$28.9M +$906K +6,096 +3%
RMA
212
Roffman Miller Associates
Pennsylvania
$28.8M +$183K +1,227 +0.6%
JIC
213
Johnson Investment Counsel
Ohio
$28.7M -$1.07M -7,204 -4%
AIG
214
American International Group
New York
$28.4M +$745K +4,993 +3%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$28.3M +$28.3M +189,793 New
MAM
216
Martingale Asset Management
Massachusetts
$28.3M +$3.63M +24,329 +15%
HIMC
217
Heritage Investors Management Corp
Maryland
$27.5M -$542K -3,631 -2%
AAM
218
Aureus Asset Management
Massachusetts
$27.2M -$1.08M -7,253 -4%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$27.1M +$2.54M +17,056 +10%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$26.9M +$406K +2,721 +2%
ZIC
221
ZWJ Investment Counsel
Georgia
$26.9M +$26.9M +180,415 New
ELC
222
Edgar Lomax Company
Virginia
$26.8M -$440K -2,950 -2%
FSA
223
Franklin Street Advisors
North Carolina
$26.7M -$1.35M -9,073 -5%
ASRS
224
Arizona State Retirement System
Arizona
$26.7M -$293K -1,965 -1%
ESBC
225
E.S. Barr & Co
Kentucky
$26.3M +$68K +456 +0.3%