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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 %
UF
601
Univest Financial
Pennsylvania
$3.47M -$258K -1,745 -7%
TRCT
602
Tower Research Capital (TRC)
New York
$3.47M -$11.8M -80,053 -77%
USAA
603
United Services Automobile Association
Texas
$3.46M – – –
BW
604
Bison Wealth
Georgia
$3.45M -$52K -301 -1%
HCM
605
Hutner Capital Management
Vermont
$3.45M -$2.22K -15 -0.1%
PI
606
Putnam Investments
Massachusetts
$3.44M -$82K -555 -2%
MCM
607
Mitchell Capital Management
Kansas
$3.41M -$46.1K -312 -1%
RC
608
RBF Capital
California
$3.4M – – –
GIM
609
Grassi Investment Management
California
$3.39M – – –
JGC
610
J. Goldman & Co
New York
$3.39M +$3.39M +22,954 New
NG
611
NatWest Group
United Kingdom
$3.38M -$217K -1,467 -6%
CWM
612
Chemistry Wealth Management
New York
$3.35M +$14.6K +99 +0.4%
FBA
613
Front Barnett Associates
Illinois
$3.35M -$4.43K -30 -0.1%
CCG
614
Chatham Capital Group
Georgia
$3.33M -$713K -4,824 -18%
VVP
615
Venture Visionary Partners
Ohio
$3.32M +$86.1K +583 +3%
FM
616
Family Management
New York
$3.28M -$3.25K -22 -0.1%
FG
617
Fiduciary Group
Georgia
$3.28M -$10.8K -73 -0.3%
HW
618
Hancock Whitney
Mississippi
$3.26M -$87.9K -595 -3%
BIAS
619
Beacon Investment Advisory Services
New Jersey
$3.26M – – –
FPCM
620
Financial Partners Capital Management
New York
$3.25M -$391K -2,645 -11%
CC
621
Cipher Capital
New York
$3.24M -$3.54M -23,961 -52%
ECM
622
ExodusPoint Capital Management
New York
$3.24M -$13.3M -90,313 -80%
RWA
623
Ropes Wealth Advisors
Massachusetts
$3.21M +$212K +1,435 +7%
SLI
624
Sumitomo Life Insurance
Japan
$3.19M +$53.2K +360 +2%
NA
625
NewEdge Advisors
Louisiana
$3.18M +$812K +9,685 +34%
23 24
25
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