AXP icon

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
+$536M
2
Bank of America
Bank of America
North Carolina
+$214M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$133M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$547M
2
American Century Companies
American Century Companies
Missouri
-$181M
3
CWP
Capital Wealth Planning
Florida
-$149M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$143M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
AE Wealth Management
Kansas
$9.48M +$478K +3,540 +5%
Mackenzie Financial
377
Mackenzie Financial
Ontario, Canada
$9.44M -$1.35M -10,028 -13%
NEI
378
Northwest & Ethical Investments
Ontario, Canada
$9.42M +$4.73M +35,058 +101%
Cambridge Investment Research Advisors
379
Cambridge Investment Research Advisors
Iowa
$9.41M +$193K +1,434 +2%
NI
380
NFC Investments
Tennessee
$9.4M -$25K -185 -0.3%
CNB
381
Czech National Bank
Czech Republic
$9.4M +$9.4M +69,659 New
MML Investors Services
382
MML Investors Services
Massachusetts
$9.38M +$121K +896 +1%
ACA
383
Anchor Capital Advisors
Massachusetts
$9.38M -$523K -3,875 -5%
FGP
384
Foyston, Gordon, & Payne
Ontario, Canada
$9.18M +$2.2M +16,274 +31%
WAM
385
Wilson Asset Management
Australia
$9.16M – – –
HPIA
386
Hamilton Point Investment Advisors
North Carolina
$9.14M -$44.1K -327 -0.5%
PL
387
Parthenon LLC
Kentucky
$9.13M +$370K +2,745 +4%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$9.12M +$350K +2,597 +4%
MIM
389
Marco Investment Management
Georgia
$9.09M +$33.7K +250 +0.4%
SCP
390
Seizert Capital Partners
Michigan
$9.01M +$116K +858 +1%
CWM
391
Calamos Wealth Management
Illinois
$8.92M +$141K +1,048 +2%
JCM
392
Jag Capital Management
Missouri
$8.85M -$1.55M -11,485 -15%
2
393
2Xideas
Switzerland
$8.83M -$867K -6,430 -9%
SAM
394
Silvercrest Asset Management
New York
$8.81M -$70.2K -520 -0.8%
AMBIA
395
Allen Mooney & Barnes Investment Advisors
Georgia
$8.78M +$127K +943 +1%
BCM
396
Banyan Capital Management
Georgia
$8.76M – – –
GAG
397
GM Advisory Group
New York
$8.73M -$87.7K -650 -1%
BCIM
398
British Columbia Investment Management
British Columbia, Canada
$8.54M -$1.57M -11,631 -16%
SSB
399
Sandy Spring Bank
Maryland
$8.52M -$372K -2,754 -4%
Allspring Global Investments
400
Allspring Global Investments
North Carolina
$8.44M +$1.96M +14,512 +30%
14 15
16
17 18