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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 %
SCP
526
Stamos Capital Partners
California
$4.43M +$3.36M +24,920 +316%
UAM
527
Unison Asset Management
Florida
$4.41M +$475K +3,522 +12%
KFP
528
KMG Fiduciary Partners
Ohio
$4.4M -$1.44M -10,674 -25%
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$4.4M +$511K +3,790 +13%
TFA
530
Teamwork Financial Advisors
Texas
$4.38M +$811K +6,008 +23%
PBC
531
Pavion Blue Capital
California
$4.34M -$1.21K -9 -0%
SF
532
Synovus Financial
Georgia
$4.29M +$246K +1,821 +6%
AAF
533
Andra AP-fonden
Sweden
$4.26M -$769K -5,700 -15%
CIA
534
Choate Investment Advisors
Massachusetts
$4.25M – – –
BFM
535
Boothbay Fund Management
New York
$4.22M -$1.04M -7,709 -20%
PGIM
536
Pacific Global Investment Management
California
$4.21M +$53.7K +398 +1%
RB
537
Rodgers Brothers
Pennsylvania
$4.21M -$67.5K -500 -2%
NMERB
538
New Mexico Educational Retirement Board
New Mexico
$4.2M -$391K -2,900 -9%
CTC
539
Central Trust Company
Missouri
$4.19M -$31.6K -234 -0.7%
CA
540
Commerzbank Aktiengesellschaft
Germany
$4.18M +$77.6K +575 +2%
FMTC
541
Farmers & Merchants Trust Company
California
$4.18M +$27.8K +206 +0.7%
ADL
542
Asset Dedication LLC
California
$4.17M +$189K +1,397 +5%
GWM
543
GDS Wealth Management
Texas
$4.16M +$236K +1,752 +6%
HCM
544
Hodges Capital Management
Texas
$4.12M +$224K +1,664 +6%
PP
545
Prudential plc
United Kingdom
$4.1M +$133K +983 +3%
KPWS
546
Kestra Private Wealth Services
Texas
$4.02M +$380K +2,814 +10%
SIG
547
Stonegate Investment Group
Alabama
$4.01M -$22.5K -167 -0.6%
KOCAA
548
Knights of Columbus Asset Advisors
Connecticut
$4.01M +$550K +4,079 +16%
SWP
549
Stratos Wealth Partners
Ohio
$3.98M -$50.7K -376 -1%
PMG
550
Private Management Group
California
$3.96M -$631K -4,679 -14%
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