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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 %
VMPIC
601
Varma Mutual Pension Insurance Co
Finland
$3.34M +$144K +1,066 +4%
CT
602
Chicago Trust
Illinois
$3.33M -$59.6K -442 -2%
RIA
603
Realta Investment Advisors
Delaware
$3.32M -$262K -1,942 -7%
FPCM
604
Financial Partners Capital Management
New York
$3.32M -$144K -1,071 -4%
Credit Agricole
605
Credit Agricole
France
$3.31M +$526K +3,898 +19%
FCH
606
Freestone Capital Holdings
Washington
$3.31M -$341K -2,531 -9%
CWM
607
Concentric Wealth Management
California
$3.31M +$63.8K +473 +2%
SEC
608
Seven Eight Capital
New York
$3.31M +$595K +4,410 +22%
FIM
609
Freedom Investment Management
Connecticut
$3.29M +$148K +1,097 +5%
KHLMTHM
610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.28M – – –
NG
611
NatWest Group
United Kingdom
$3.28M -$2.78M -20,619 -46%
WSCM
612
Wellington Shields Capital Management
New York
$3.27M -$17.7K -131 -0.5%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M -$349K -2,590 -10%
YIH
614
Y-Intercept (HK)
Hong Kong
$3.25M -$1.71M -12,655 -34%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$3.25M +$180K +1,337 +6%
VF
616
Virtu Financial
New York
$3.25M +$2.84M +21,027 +687%
AC
617
Allstate Corporation
Illinois
$3.23M +$467K +3,464 +17%
OMC
618
Overbrook Management Corp
New York
$3.22M – – –
PI
619
Putnam Investments
Massachusetts
$3.21M +$2.88M +21,319 +857%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$3.2M +$73.8K +547 +2%
RC
621
RegentAtlantic Capital
New Jersey
$3.17M +$13.9K +103 +0.4%
USAA
622
United Services Automobile Association
Texas
$3.16M +$121K +900 +4%
MCM
623
Mitchell Capital Management
Kansas
$3.16M +$70.1K +520 +2%
HCM
624
Hutner Capital Management
Vermont
$3.16M – – –
SWP
625
Strategic Wealth Partners
Ohio
$3.14M +$217K +1,611 +7%
23 24
25
26 27