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American Express
AXP

Overview Fund Activity

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$179M
2
BlackRock
BlackRock
New York
+$136M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$113M
4
Harris Associates
Harris Associates
Illinois
+$110M
5
Holocene Advisors
Holocene Advisors
New York
+$106M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$568M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$276M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$275M
4
Dodge & Cox
Dodge & Cox
California
-$247M
5
Renaissance Technologies
Renaissance Technologies
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
Maple Capital Management
Vermont
$15.6M +$25.4K +172 +0.2%
PA
302
Paralel Advisors
Colorado
$15.5M – – –
BFA
303
Bragg Financial Advisors
North Carolina
$15.5M +$66.2K +448 +0.4%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$15.5M – – –
BCI
305
Brinker Capital Investments
Pennsylvania
$15.4M -$611K -4,134 -4%
CA
306
Cullinan Associates
Kentucky
$15.4M -$2.51M -16,961 -14%
QP
307
Quilter Plc
United Kingdom
$15.4M +$229K +1,552 +2%
Mariner
308
Mariner
Kansas
$15.3M +$1.61M +10,872 +12%
CW
309
Connectus Wealth
Ohio
$15.3M -$15.4M -104,017 -50%
CCA
310
Cobblestone Capital Advisors
New York
$15.3M -$112K -756 -0.7%
SPIA
311
Steward Partners Investment Advisory
New York
$15.2M +$520K +3,518 +4%
FAF
312
Fjarde Ap-fonden
Sweden
$15M -$2.66M -18,000 -15%
COPPSERS
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.9M +$1.97M +13,314 +15%
Robeco Institutional Asset Management
314
Robeco Institutional Asset Management
Netherlands
$14.9M -$17.9M -120,851 -55%
MIS
315
Morningstar Investment Services
Illinois
$14.7M -$120K -799 -0.8%
NCM
316
Noesis Capital Mangement
Florida
$14.5M +$92.1K +623 +0.6%
YCM
317
Yousif Capital Management
Michigan
$14.5M +$398K +2,694 +3%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$14.4M +$26.3K +178 +0.2%
BC
319
Bartlett & Co
Ohio
$14.4M +$26.3K +178 +0.2%
KeyBank National Association
320
KeyBank National Association
Ohio
$14.3M +$1.75M +11,836 +14%
Vontobel Holding
321
Vontobel Holding
Switzerland
$14.1M -$1.87M -12,982 -12%
SOADOR
322
State of Alaska Department of Revenue
Alaska
$14.1M +$62K +420 +0.4%
CGH
323
Crossmark Global Holdings
Texas
$14M +$2.8M +18,983 +25%
NEI
324
Northwest & Ethical Investments
Ontario, Canada
$14M +$3.73M +25,246 +36%
CFG
325
Citizens Financial Group
Rhode Island
$14M -$555K -3,758 -4%
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