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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 %
FG
576
Foster Group
Iowa
$3.78M +$19.9K +135 +0.5%
GP
577
Girard Partners
Pennsylvania
$3.78M -$34.7K -235 -0.9%
ACM
578
Adalta Capital Management
New York
$3.74M -$181K -1,225 -5%
RC
579
Roundview Capital
New Jersey
$3.72M -$264K -1,787 -7%
PWMAG
580
Pinnacle Wealth Management Advisory Group
New Jersey
$3.7M +$127K +859 +4%
Alkeon Capital Management
581
Alkeon Capital Management
New York
$3.69M -$54.6M -369,419 -94%
BL
582
Bleichroeder LP
New York
$3.69M – – –
RIA
583
Realta Investment Advisors
Delaware
$3.69M +$52K +352 +1%
FCH
584
Freestone Capital Holdings
Washington
$3.67M +$45.5K +308 +1%
HCM
585
Hodges Capital Management
Texas
$3.66M -$844K -5,710 -19%
VMPIC
586
Varma Mutual Pension Insurance Co
Finland
$3.66M – – –
SW
587
SVB Wealth
Massachusetts
$3.63M -$2.58M -17,435 -42%
AC
588
Allstate Corporation
Illinois
$3.61M +$65.3K +442 +2%
AIM
589
Allstate Investment Management
Illinois
$3.61M +$3.61M +24,404 New
CWM
590
Concentric Wealth Management
California
$3.6M -$29.6K -200 -0.8%
CT
591
Chicago Trust
Illinois
$3.59M -$47.3K -320 -1%
DADC
592
D.A. Davidson & Co
Montana
$3.59M -$417K -2,825 -10%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$3.59M +$29K +196 +0.8%
SCP
594
Sandhill Capital Partners
New York
$3.57M -$676K -4,577 -16%
BFEC
595
Benjamin F. Edwards & Company
Missouri
$3.54M +$194K +1,314 +6%
KHLMTHM
596
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.53M – – –
FIM
597
Freedom Investment Management
Connecticut
$3.52M -$84.8K -574 -2%
OMC
598
Overbrook Management Corp
New York
$3.52M – – –
CCM
599
Cinctive Capital Management
New York
$3.51M +$3.51M +23,770 New
CSPIA
600
Cary Street Partners Investment Advisory
Virginia
$3.48M -$27.6K -187 -0.8%
22 23
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