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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 %
JEST
476
JTC Employer Solutions Trustee
Jersey
$5.54M – – –
DA
477
DCM Advisors
New York
$5.48M +$2.53M +17,117 +86%
1SB
478
1ST Source Bank
Indiana
$5.46M -$22.3K -151 -0.4%
PI
479
PGGM Investments
Netherlands
$5.43M -$367K -2,483 -6%
WAM
480
Winslow Asset Management
Ohio
$5.43M -$176K -1,190 -3%
TSW
481
Thompson Siegel & Walmsley
Virginia
$5.41M -$161K -1,087 -3%
DT
482
Diversified Trust
Tennessee
$5.4M -$433K -2,933 -7%
Jennison Associates
483
Jennison Associates
New York
$5.38M +$3.15M +21,294 +141%
BFM
484
Boothbay Fund Management
New York
$5.35M +$734K +4,969 +16%
ECG
485
Edge Capital Group
Georgia
$5.35M -$189K -1,281 -3%
NSEDCP
486
NJ State Employees Deferred Compensation Plan
New Jersey
$5.33M – – –
GCA
487
Guardian Capital Advisors
Ontario, Canada
$5.3M +$7.75K +50 +0.1%
BF
488
BOK Financial
Oklahoma
$5.28M -$56.3K -381 -1%
PGIM
489
Pacific Global Investment Management
California
$5.27M +$659K +4,462 +14%
DMC
490
Drexel Morgan & Co
Pennsylvania
$5.26M – – –
JC
491
Jacobs & Co
California
$5.25M -$13.9K -94 -0.3%
SAM
492
Shell Asset Management
Netherlands
$5.13M -$1.28M -8,654 -20%
CA
493
Commerzbank Aktiengesellschaft
Germany
$5.1M +$525K +3,550 +11%
MHC
494
Meyer Handelman Company
New York
$5.1M – – –
PWLP
495
Prio Wealth Limited Partnership
Massachusetts
$5.07M +$19.5K +132 +0.4%
LSWM
496
Lorne Steinberg Wealth Management
Canada
$5.06M +$10.3K +70 +0.2%
SAM
497
SP Asset Management
California
$5.04M +$30.4K +206 +0.6%
SC
498
Searle & Co
Connecticut
$5.04M – – –
FIB
499
First Interstate Bank
Montana
$5.03M +$29.6K +200 +0.6%
Cetera Investment Advisers
500
Cetera Investment Advisers
Illinois
$5.02M +$820K +5,547 +20%
18 19
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