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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Cullen Capital Management
New York
$4.29M +$398K +2,131 +10%
FWIA
602
Fort Washington Investment Advisors
Ohio
$4.28M – – –
KC
603
Kingfisher Capital
North Carolina
$4.24M -$17.2K -92 -0.4%
SWP
604
Strategic Wealth Partners
Ohio
$4.24M +$216K +1,156 +5%
FM
605
Family Management
New York
$4.23M +$4.11K +22 +0.1%
BZWA
606
Blue Zone Wealth Advisors
California
$4.21M -$680K -3,634 -14%
EP
607
Eudaimonia Partners
Tennessee
$4.19M +$4.19M +22,419 New
GD
608
Grandfield & Dodd
New York
$4.19M – – –
AWM
609
Avitas Wealth Management
California
$4.18M -$1.11M -5,928 -21%
SLI
610
Sumitomo Life Insurance
Japan
$4.17M -$60.6K -324 -1%
MCM
611
Mitchell Capital Management
Kansas
$4.13M -$1.21M -6,452 -23%
Cetera Investment Advisers
612
Cetera Investment Advisers
Illinois
$4.12M -$237K -1,268 -5%
CCM
613
Covington Capital Management
California
$4.12M +$2.81K +15 +0.1%
EI
614
Ethic Inc
New York
$4.1M +$467K +2,495 +13%
MNBTD
615
Moody National Bank Trust Division
Texas
$4.1M -$60.6K -324 -1%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$4.1M -$76.7K -410 -2%
SG
617
Stonnington Group
California
$4.1M +$768K +4,325 +23%
WWM
618
Western Wealth Management
Colorado
$4.09M +$2.68M +14,328 +190%
SW
619
SVB Wealth
Massachusetts
$4.09M +$102K +548 +3%
VVP
620
Venture Visionary Partners
Ohio
$4.06M -$106K -569 -3%
Walleye Trading
621
Walleye Trading
New York
$4.06M -$4.7M -25,116 -54%
BIAS
622
Beacon Investment Advisory Services
New Jersey
$4.04M -$3.18K -17 -0.1%
VIA
623
Vident Investment Advisory
Georgia
$3.98M -$1.12M -5,972 -22%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$3.97M +$190K +1,016 +5%
KSWA
625
Kathleen S. Wright Associates
Pennsylvania
$3.97M +$374 +2 +0%
23 24
25
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