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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 %
PL
376
Parthenon LLC
Kentucky
$9.93M -$68K -460 -0.7%
MIM
377
Marco Investment Management
Georgia
$9.89M -$59.1K -400 -0.6%
AMBIA
378
Allen Mooney & Barnes Investment Advisors
Georgia
$9.74M +$127K +862 +1%
ACA
379
Anchor Capital Advisors
Massachusetts
$9.69M -$573K -3,877 -6%
GAG
380
GM Advisory Group
New York
$9.56M – – –
BCM
381
Banyan Capital Management
Georgia
$9.56M -$30.3K -205 -0.3%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$9.55M +$990K +6,700 +12%
CWM
383
Calamos Wealth Management
Illinois
$9.43M -$344K -2,326 -4%
SAM
384
Silvercrest Asset Management
New York
$9.42M -$237K -1,606 -2%
SIM
385
Sprucegrove Investment Management
Ontario, Canada
$9.38M -$2.59M -17,500 -22%
ERIC
386
Eagle Rock Investment Company
Georgia
$9.17M +$51.1K +332 +0.6%
CA
387
Cornerstone Advisors
North Carolina
$9.16M – – –
HLCM
388
Hi-Line Capital Management
South Dakota
$9.16M +$29.3K +198 +0.3%
BC
389
Brookfield Corp
Ontario, Canada
$9.15M -$3.28M -22,220 -26%
CAM
390
Carret Asset Management
New York
$9.05M +$173K +1,171 +2%
SSB
391
Sandy Spring Bank
Maryland
$8.94M -$389K -2,636 -4%
RCW
392
Rheos Capital Works
Japan
$8.85M – – –
SCP
393
Seizert Capital Partners
Michigan
$8.72M -$1.14M -7,743 -12%
GAM
394
Griffin Asset Management
New York
$8.55M +$396K +2,683 +5%
KAS
395
Kestra Advisory Services
Texas
$8.5M +$185K +1,250 +2%
RP
396
Rice Partnership
Hawaii
$8.38M -$180K -1,221 -2%
OC
397
Oppenheimer & Co
New York
$8.38M -$2.92M -19,778 -26%
BCIM
398
British Columbia Investment Management
British Columbia, Canada
$8.36M -$1M -6,780 -11%
MGIA
399
Matthew Goff Investment Advisor
Texas
$8.35M -$19.1K -129 -0.2%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$8.32M -$28.8K -195 -0.3%
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