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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 %
DWT
451
Dorsey & Whitney Trust
South Dakota
$6.18M -$98.2K -665 -2%
VPIM
452
Vanguard Personalized Indexing Management
California
$6.18M +$289K +1,958 +5%
AWS
453
Atria Wealth Solutions
New York
$6.17M +$382K +2,585 +7%
PP
454
Prudential plc
United Kingdom
$6.14M +$1.65M +11,200 +37%
ETC
455
Exchange Traded Concepts
Oklahoma
$6.12M +$563K +3,808 +10%
MAM
456
Martingale Asset Management
Massachusetts
$6.02M +$2.87M +19,458 +91%
EI
457
Ethic Inc
New York
$6.01M +$607K +4,109 +11%
AIM
458
Arcadia Investment Management
Michigan
$5.99M -$126K -853 -2%
WF
459
WoodTrust Financial
Wisconsin
$5.99M -$19.1K -129 -0.3%
GLA
460
Great Lakes Advisors
Illinois
$5.93M -$204K -10,578 -3%
ELC
461
Edgar Lomax Company
Virginia
$5.93M -$56.1K -380 -0.9%
LOAME
462
Lombard Odier Asset Management (Europe)
United Kingdom
$5.93M -$280K -1,892 -5%
Hudson Bay Capital Management
463
Hudson Bay Capital Management
Connecticut
$5.91M -$8.87M -60,000 -60%
BRCM
464
Bright Rock Capital Management
Massachusetts
$5.91M – – –
SMI
465
Shelter Mutual Insurance
Missouri
$5.89M – – –
HL
466
HeadInvest LLC
Maine
$5.85M +$67.2K +455 +1%
CIBC World Market
467
CIBC World Market
Ontario, Canada
$5.82M -$1.07M -7,209 -15%
LA
468
LBP AM
France
$5.77M +$5.77M +39,058 New
GRQ
469
Gardner Russo & Quinn
Pennsylvania
$5.74M -$148K -1,005 -3%
BPA
470
Beacon Pointe Advisors
California
$5.71M +$1.69M +11,414 +42%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$5.7M +$29.5K +200 +0.5%
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$5.66M -$22.2K -150 -0.4%
NFGCM
473
Norman Fields Gottscho Capital Management
New York
$5.62M -$77.1K -522 -1%
WTC
474
WhitTier Trust Company
Nevada
$5.61M -$14.3K -97 -0.3%
TF
475
TIAA FSB
Florida
$5.56M -$211K -1,428 -4%
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