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American Express
AXP

Overview Fund Activity

1,960 hedge funds and large institutions have $87.7B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 702 increasing their positions, 763 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,960
Holders Change
-95
Holders Change %
-4.62%
% of All Funds
33.14%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
116
Increased
702
Reduced
763
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$79M
Net Calls Change
+$1.16B

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$373M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
Morgan Stanley
New York
$1.76B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$246M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
2
State Street
State Street
Massachusetts
$4.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
Dodge & Cox
California
$904M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
226
Balyasny Asset Management
Illinois
$24.5M +$24.5M +176,542 New
SCM
227
Sirios Capital Management
Massachusetts
$24.4M +$24.4M +176,133 New
IC
228
Inverness Counsel
New York
$24.2M -$101K -729 -0.4%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$24.2M -$325K -2,345 -1%
UIM
230
USS Investment Management
United Kingdom
$24.1M -$1.86M -13,419 -7%
Vontobel Holding
231
Vontobel Holding
Switzerland
$24M +$1.56M +11,218 +7%
BTCPP
232
Border to Coast Pensions Partnership
United Kingdom
$23.7M +$3.12M +22,447 +15%
1832 Asset Management
233
1832 Asset Management
Ontario, Canada
$23.4M -$5.43M -39,203 -19%
UB
234
UMB Bank
Missouri
$23.2M -$31.1K -224 -0.1%
FSA
235
Franklin Street Advisors
North Carolina
$23.1M +$1.47M +10,572 +7%
NAM
236
Nissay Asset Management
Japan
$23.1M -$5.35M -38,567 -19%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$23.1M -$2.28M -16,419 -9%
DIA
238
Dana Investment Advisors
Wisconsin
$23M -$1.48M -10,675 -6%
RCAMU
239
Rothschild & Co Asset Management US
Connecticut
$23M -$701K -5,057 -3%
SOMRS
240
State of Michigan Retirement System
Michigan
$22.8M +$1.3M +9,400 +6%
MIM
241
MetLife Investment Management
New Jersey
$22.8M -$2.66M -19,202 -10%
MCM
242
Marsico Capital Management
Colorado
$22.3M -$5.29M -38,174 -19%
FDCC
243
Foster Dykema Cabot & Co
Massachusetts
$22.2M -$232K -1,673 -1%
GC
244
Guggenheim Capital
Illinois
$22.1M -$14.9M -107,318 -40%
WJWM
245
Williams Jones Wealth Management
New York
$21.8M +$303K +2,184 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
246
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.6M +$16.6M +119,400 +329%
AB
247
Amalgamated Bank
New York
$21.5M -$811K -5,851 -4%
IGGA
248
Iron Gate Global Advisors
Utah
$21.4M +$661K +4,774 +3%
M&T Bank
249
M&T Bank
New York
$21.2M +$1.33M +10,327 +7%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$20.8M +$2.63M +18,972 +14%
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