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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 %
ECG
501
Edge Capital Group
Georgia
$5.06M +$24.6K +182 +0.5%
1SB
502
1ST Source Bank
Indiana
$5M +$7.42K +55 +0.1%
AI
503
Atria Investments
North Carolina
$5M +$385K +2,856 +8%
EI
504
Ethic Inc
New York
$4.93M +$1.34M +9,902 +37%
BF
505
BOK Financial
Oklahoma
$4.87M -$132K -975 -3%
ANTB
506
AMG National Trust Bank
Colorado
$4.87M +$961K +7,125 +25%
NSEDCP
507
NJ State Employees Deferred Compensation Plan
New Jersey
$4.87M – – –
DMC
508
Drexel Morgan & Co
Pennsylvania
$4.81M – – –
JC
509
Jacobs & Co
California
$4.8M – – –
WMSA
510
Weiss Multi-Strategy Advisers
New York
$4.78M -$7.71M -57,175 -62%
MLICM
511
Metropolitan Life Insurance Company (MetLife)
New York
$4.74M -$138K -1,024 -3%
GCA
512
Guardian Capital Advisors
Ontario, Canada
$4.67M +$30.1K +220 +0.6%
EB
513
Eastern Bank
Massachusetts
$4.66M +$101K +749 +2%
MHC
514
Meyer Handelman Company
New York
$4.65M – – –
PWLP
515
Prio Wealth Limited Partnership
Massachusetts
$4.61M +$54K +400 +1%
LSWM
516
Lorne Steinberg Wealth Management
Canada
$4.61M -$27K -200 -0.6%
SC
517
Searle & Co
Connecticut
$4.6M – – –
SAM
518
SP Asset Management
California
$4.57M +$13.2K +98 +0.3%
FIB
519
First Interstate Bank
Montana
$4.56M +$328K +2,429 +8%
FHB
520
First Hawaiian Bank
Hawaii
$4.54M +$85K +630 +2%
BAMF
521
BI Asset Management Fondsmaeglerselskab
Denmark
$4.53M -$382K -2,831 -8%
HT
522
Heritage Trust
Oklahoma
$4.51M -$34.5K -256 -0.8%
Capstone Investment Advisors
523
Capstone Investment Advisors
New York
$4.48M +$2.96M +21,910 +195%
GI
524
Gradient Investments
Minnesota
$4.47M +$383K +2,839 +9%
CCM
525
Covington Capital Management
California
$4.46M +$5.53K +41 +0.1%
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