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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 %
UCFA
251
United Capital Financial Advisors
Texas
$20.7M +$78.7K +568 +0.4%
ZIM
252
Zacks Investment Management
Illinois
$20.5M +$1.35M +9,718 +7%
DWA
253
Douglass Winthrop Advisors
New York
$20.5M -$429K -3,093 -2%
Man Group
254
Man Group
United Kingdom
$20.4M -$1.7M -9,065 Closed
CWM
255
CIBC World Markets
New York
$20M -$19.2M -138,286 -49%
TI
256
Trexquant Investment
Connecticut
$19.9M +$18.9M +136,250 +1,856%
CB
257
Commerce Bank
Missouri
$19.7M -$209K -1,511 -1%
DWM
258
Destination Wealth Management
California
$19.4M -$666K -4,807 -3%
SBWIC
259
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.2M +$60K +433 +0.3%
IG
260
ING Group
Netherlands
$18.9M -$9.31M -67,151 -33%
Handelsbanken Fonder
261
Handelsbanken Fonder
Sweden
$18.9M +$728K +5,252 +4%
MA
262
MUFG Americas
New York
$18.8M -$299K -2,160 -2%
KAS
263
Kemnay Advisory Services
New York
$18.3M – – –
Public Sector Pension Investment Board (PSP Investments)
264
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.2M +$6.26M +45,162 +52%
NAM
265
NorthCrest Asset Manangement
Minnesota
$18.1M +$2.42M +17,445 +15%
CG
266
Colony Group
Massachusetts
$18.1M +$2.51M +18,125 +16%
Adage Capital Partners
267
Adage Capital Partners
Massachusetts
$18.1M +$7.68M +55,381 +74%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$17.8M +$1.4M +10,030 +8%
BFS
269
Bradley Foster & Sargent
Connecticut
$17.8M -$163K -1,175 -0.9%
ET
270
Equitable Trust
Tennessee
$17.7M +$2.58M +18,634 +17%
WIC
271
Willis Investment Counsel
Georgia
$17.6M +$150K +1,079 +0.9%
FRAF
272
Första AP-fonden
Sweden
$17.5M -$1.19M -8,600 -6%
SIM
273
Sprucegrove Investment Management
Ontario, Canada
$17.5M -$10.5M -75,600 -37%
PA
274
Pinnacle Associates
New York
$17.3M +$182K +1,310 +1%
PFP
275
Pinnacle Financial Partners
Tennessee
$17.3M +$138K +996 +0.8%
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