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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 %
MAM
551
Meeder Asset Management
Ohio
$3.95M +$2.49M +18,442 +170%
GIM
552
Goelzer Investment Management
Indiana
$3.9M -$21.7K -161 -0.6%
RIA
553
RPG Investment Advisory
California
$3.9M +$28.5K +211 +0.7%
FNT
554
First National Trust
Pennsylvania
$3.9M -$141K -1,042 -3%
MYLI
555
Meiji Yasuda Life Insurance
Japan
$3.89M +$757K +5,612 +24%
SCP
556
Sandhill Capital Partners
New York
$3.88M +$27.8K +206 +0.7%
V
557
Veritable
Delaware
$3.87M -$813K -6,028 -17%
SG
558
Stonnington Group
California
$3.86M -$58.3K -405 -1%
HI
559
Hendershot Investments
Virginia
$3.86M – – –
WS
560
Wedbush Securities
California
$3.82M +$363K +2,691 +10%
EOJOAM
561
E. Ohman J:or Asset Management
Sweden
$3.8M -$121K -900 -3%
NA
562
NewEdge Advisors
Louisiana
$3.8M -$95.1K -705 -2%
SWIG
563
Strategic Wealth Investment Group
Kentucky
$3.79M +$132K +977 +4%
LGF
564
LGT Group Foundation
Liechtenstein
$3.77M -$1.24M -9,176 -25%
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.72M +$33.7K +250 +0.9%
M
566
Mirova
France
$3.71M +$176K +1,303 +5%
BIP
567
Bouvel Investment Partners
Pennsylvania
$3.71M +$89.9K +666 +2%
PMG
568
ProVise Management Group
Florida
$3.69M -$1.1M -8,158 -23%
CCG
569
Chatham Capital Group
Georgia
$3.69M -$61.1K -453 -2%
BWAM
570
Boyd Watterson Asset Management
Ohio
$3.69M -$17.7K -131 -0.5%
SFI
571
Susquehanna Fundamental Investments
Pennsylvania
$3.68M +$3.68M +27,254 New
BPA
572
Beacon Pointe Advisors
California
$3.67M +$343K +2,543 +10%
DADC
573
D.A. Davidson & Co
Montana
$3.67M +$10.3K +76 +0.3%
RC
574
Roundview Capital
New Jersey
$3.64M +$10.4K +77 +0.3%
TCOV
575
Trust Company of Vermont
Vermont
$3.64M -$28.6K -212 -0.8%
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