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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$101M
2
American Century Companies
American Century Companies
Missouri
$203M
3
CWP
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
301
Stewart & Patten Company
California
$15M +$325K +2,412 +2%
Vontobel Holding
302
Vontobel Holding
Switzerland
$15M -$8.2M -60,747 -35%
Skandinaviska Enskilda Banken (SEB)
303
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.8M -$25.8K -191 -0.2%
CFB
304
Cullen/Frost Bankers
Texas
$14.8M -$488K -3,620 -3%
Creative Planning
305
Creative Planning
Kansas
$14.8M +$391K +2,901 +3%
BCI
306
Brinker Capital Investments
Pennsylvania
$14.7M -$353K -2,620 -2%
TI
307
Trexquant Investment
Connecticut
$14.6M -$4.75M -35,226 -25%
MIS
308
Morningstar Investment Services
Illinois
$14.6M +$300K +2,038 +2%
URS
309
Utah Retirement Systems
Utah
$14.6M +$67.5K +500 +0.5%
CCM
310
Chilton Capital Management
Texas
$14.5M -$49K -363 -0.3%
Public Employees Retirement Association of Colorado
311
Public Employees Retirement Association of Colorado
Colorado
$14.4M -$42K -311 -0.3%
RT
312
Rockland Trust
Massachusetts
$14.4M +$636K +4,718 +5%
CSIC
313
Clifford Swan Investment Counsel
California
$14.2M +$74.5K +552 +0.5%
PA
314
Paralel Advisors
Colorado
$14.2M – – –
GIBU
315
Gulf International Bank (UK)
United Kingdom
$14.1M – – –
BFA
316
Bragg Financial Advisors
North Carolina
$14.1M +$19.4K +144 +0.1%
CCA
317
Cobblestone Capital Advisors
New York
$14.1M -$249K -1,842 -2%
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$14M +$614K +4,476 +5%
TRCT
319
Tower Research Capital (TRC)
New York
$14M +$3.92M +29,052 +39%
QP
320
Quilter Plc
United Kingdom
$13.8M -$243K -1,799 -2%
SSA
321
Schonfeld Strategic Advisors
New York
$13.6M +$1.56M +11,555 +13%
TAM
322
Taurus Asset Management
New York
$13.5M -$761K -5,640 -5%
Hudson Bay Capital Management
323
Hudson Bay Capital Management
Connecticut
$13.5M – – –
SPIA
324
Steward Partners Investment Advisory
New York
$13.4M -$274K -2,028 -2%
APG Asset Management
325
APG Asset Management
Netherlands
$13.4M -$1.17M -8,500 -8%
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