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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 %
BCV
576
Banque Cantonale Vaudoise
Switzerland
$3.61M -$154K -1,141 -4%
NEAM
577
New England Asset Management
Connecticut
$3.6M – – –
CCM
578
Cullen Capital Management
New York
$3.59M +$594K +4,399 +20%
ACM
579
Adalta Capital Management
New York
$3.58M -$3.37K -25 -0.1%
AWM
580
Avitas Wealth Management
California
$3.58M +$37.5K +278 +1%
PRA
581
Pine Ridge Advisers
New York
$3.58M – – –
Bessemer Group
582
Bessemer Group
New Jersey
$3.57M +$109K +806 +3%
SCA
583
Stokes Capital Advisors
South Carolina
$3.55M +$156K +1,153 +5%
BCM
584
Birmingham Capital Management
Alabama
$3.55M -$185K -1,375 -5%
IAA
585
Independent Advisor Alliance
North Carolina
$3.53M +$98.2K +728 +3%
SI
586
Stephens Inc
Arkansas
$3.51M -$6.74M -49,962 -66%
GA
587
GFS Advisors
Texas
$3.51M – – –
WCM
588
Wisconsin Capital Management
Wisconsin
$3.5M +$408K +3,021 +13%
BRWA
589
B. Riley Wealth Advisors
Florida
$3.49M +$530K +3,927 +18%
GP
590
Girard Partners
Pennsylvania
$3.48M +$878K +6,509 +34%
KC
591
Kingfisher Capital
North Carolina
$3.48M +$294K +2,176 +9%
AssetMark Inc
592
AssetMark Inc
California
$3.47M +$1M +7,426 +41%
Verition Fund Management
593
Verition Fund Management
Connecticut
$3.46M +$1.1M +8,161 +47%
COI
594
Connable Office Inc
Michigan
$3.46M -$83.5K -619 -2%
FG
595
Fiduciary Group
Georgia
$3.44M – – –
FG
596
Foster Group
Iowa
$3.43M +$22.5K +167 +0.7%
UF
597
Univest Financial
Pennsylvania
$3.4M +$30.2K +224 +0.9%
BL
598
Bleichroeder LP
New York
$3.37M – – –
HSA
599
Hussman Strategic Advisors
Maryland
$3.35M +$546K +4,050 +20%
OAM
600
Oppenheimer Asset Management
New York
$3.35M -$44.1K -327 -1%
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