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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 %
API
626
Advisor Partners II
California
$3.12M +$3.12M +23,144 New
Impax Asset Management Group
627
Impax Asset Management Group
United Kingdom
$3.11M -$353K -2,617 -10%
RC
628
RBF Capital
California
$3.1M – – –
CI
629
Ceera Investments
Texas
$3.1M -$68.1K -505 -2%
VCA
630
Verdence Capital Advisors
Maryland
$3.1M -$13K -96 -0.4%
CM
631
Castleark Management
Illinois
$3.1M – – –
GIM
632
Grassi Investment Management
California
$3.1M – – –
PNC
633
Park National Corp
Ohio
$3.06M -$106K -785 -3%
FBA
634
Front Barnett Associates
Illinois
$3.06M – – –
HW
635
Hancock Whitney
Mississippi
$3.06M -$104K -772 -3%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$3.06M +$142K +1,052 +5%
CWM
637
Chemistry Wealth Management
New York
$3.04M – – –
RBA
638
Richard Bernstein Advisors
New York
$3.04M -$810K -6,005 -21%
CIM
639
Chapman Investment Management
California
$3.01M +$219K +1,624 +8%
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M -$769K -5,702 -20%
FM
641
Family Management
New York
$3M – – –
BIAS
642
Beacon Investment Advisory Services
New Jersey
$2.97M +$42.9K +318 +1%
VVP
643
Venture Visionary Partners
Ohio
$2.95M +$6.34K +47 +0.2%
KRSITF
644
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.9M +$88.4K +655 +3%
CIP
645
Chartwell Investment Partners
Pennsylvania
$2.89M +$55.2K +409 +2%
MAM
646
Martingale Asset Management
Massachusetts
$2.87M +$1.89M +13,999 +192%
SLI
647
Sumitomo Life Insurance
Japan
$2.87M -$201K -1,492 -7%
KSWA
648
Kathleen S. Wright Associates
Pennsylvania
$2.86M – – –
NO
649
Ninety One
South Africa
$2.86M +$2.39M +17,326 +505%
Cerity Partners
650
Cerity Partners
New York
$2.86M -$809 -6 -0%
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