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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 %
MSRPS
426
Maryland State Retirement & Pension System
Maryland
$7M +$96K +650 +1%
KRS
427
Kentucky Retirement Systems
Kentucky
$6.97M +$30.4K +206 +0.4%
KA
428
Kintegral Advisory
New York
$6.87M +$295K +1,994 +4%
AUB
429
Atlantic Union Bankshares
Virginia
$6.85M -$356K -2,410 -5%
OPERF
430
Oregon Public Employees Retirement Fund
Oregon
$6.81M +$40.2K +272 +0.6%
SJL
431
Shayne & Jacobs LLC
Tennessee
$6.74M – – –
PWM
432
Perigon Wealth Management
California
$6.74M +$870K +5,887 +15%
AWM
433
AE Wealth Management
Kansas
$6.69M -$3.69M -24,970 -36%
NI
434
NFC Investments
Tennessee
$6.67M -$3.63M -24,575 -35%
FCT
435
Family Capital Trust
Massachusetts
$6.56M -$31.2K -211 -0.5%
BMSSC
436
B. Metzler seel. Sohn & Co
Germany
$6.55M -$2.55M -17,242 -28%
UM
437
Ulysses Management
New York
$6.5M -$887K -6,000 -12%
OCM
438
Olstein Capital Management
New York
$6.5M – – –
AI
439
Atria Investments
North Carolina
$6.49M +$1.02M +6,918 +19%
Allspring Global Investments
440
Allspring Global Investments
North Carolina
$6.46M -$2.78M -18,820 -30%
IIC
441
Ironwood Investment Counsel
Arizona
$6.46M +$167K +1,128 +3%
HIMCH
442
Hartford Investment Management Co (HIMCO)
Connecticut
$6.43M -$2.61M -17,665 -29%
BBHC
443
Brown Brothers Harriman & Co
New York
$6.37M -$54.1K -366 -0.8%
AM
444
AGF Management
Ontario, Canada
$6.35M +$6.35M +42,974 New
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$6.35M +$1.45M +9,801 +30%
CAM
446
Cubic Asset Management
Massachusetts
$6.34M -$332K -2,245 -5%
FA
447
Financial Avengers
California
$6.31M -$41.1K -278 -0.6%
CCT
448
Chemung Canal Trust
New York
$6.28M -$98.5K -667 -2%
Credit Agricole
449
Credit Agricole
France
$6.23M +$2.61M +17,633 +72%
OC
450
Optimas Capital
Hong Kong
$6.19M -$348K -2,356 -5%
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