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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 %
FCMC
351
Founders Capital Management (Connecticut)
Connecticut
$11.2M +$20.4K +138 +0.2%
IMOV
352
Investment Management of Virginia
Virginia
$11.1M -$39.9K -270 -0.4%
WT
353
Whittier Trust
California
$11.1M +$14.6K +99 +0.1%
WAS
354
Wesleyan Assurance Society
United Kingdom
$11.1M – – –
TIP
355
Torray Investment Partners
Maryland
$10.9M +$11.8K +80 +0.1%
TAM
356
Taurus Asset Management
New York
$10.9M -$3.97M -26,881 -27%
X
357
Xponance
Pennsylvania
$10.9M +$466K +3,152 +4%
TI
358
Trexquant Investment
Connecticut
$10.8M -$5.2M -35,192 -32%
LCM
359
LVM Capital Management
Michigan
$10.7M +$336K +2,273 +3%
EGA
360
Eagle Global Advisors
Texas
$10.6M -$46.5K -315 -0.4%
FGP
361
Foyston, Gordon, & Payne
Ontario, Canada
$10.6M +$503K +3,404 +5%
MML Investors Services
362
MML Investors Services
Massachusetts
$10.5M +$241K +1,629 +2%
TAM
363
Tocqueville Asset Management
New York
$10.4M -$720K -4,870 -6%
AMI
364
Amica Mutual Insurance
Rhode Island
$10.4M +$1.18M +7,953 +13%
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$10.4M +$46.5K +315 +0.5%
Cambridge Investment Research Advisors
366
Cambridge Investment Research Advisors
Iowa
$10.4M +$53.6K +363 +0.5%
CNB
367
Czech National Bank
Czech Republic
$10.3M +$46.2K +313 +0.4%
LF
368
Longbow Finance
Switzerland
$10.3M +$10.3M +69,795 New
2
369
2Xideas
Switzerland
$10.3M +$601K +4,070 +6%
WorldQuant Millennium Advisors
370
WorldQuant Millennium Advisors
New York
$10.3M -$15.3M -103,562 -60%
NC
371
Nixon Capital
Texas
$10.1M -$504K -3,412 -5%
CM
372
Churchill Management
California
$10.1M -$1.12M -7,597 -10%
Cerity Partners
373
Cerity Partners
New York
$10.1M +$6.93M +46,931 +222%
WAM
374
Wilson Asset Management
Australia
$10M – – –
HPIA
375
Hamilton Point Investment Advisors
North Carolina
$10M -$13.2K -89 -0.1%
13 14
15
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