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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 %
KRSITF
626
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.18M – – –
VCA
627
Verdence Capital Advisors
Maryland
$3.17M -$228K -1,546 -7%
BIMC
628
Benson Investment Management Company
Virginia
$3.17M +$3.17M +21,430 New
PNC
629
Park National Corp
Ohio
$3.16M -$191K -1,296 -6%
GT
630
Greenleaf Trust
Michigan
$3.16M +$226K +1,528 +8%
KSWA
631
Kathleen S. Wright Associates
Pennsylvania
$3.14M – – –
BAMF
632
BI Asset Management Fondsmaeglerselskab
Denmark
$3.11M -$1.85M -12,492 -37%
CI
633
Ceera Investments
Texas
$3.1M -$297K -2,010 -9%
EAM
634
Erste Asset Management
Austria
$3.08M +$954K +6,479 +45%
WSCM
635
Wellington Shields Capital Management
New York
$3.07M -$518K -3,507 -14%
HIS
636
Horizon Investment Services
Indiana
$3.06M +$3.06M +20,693 New
SSW
637
Stone Summit Wealth
Florida
$3.05M +$105K +714 +4%
HVIA
638
Hudson Valley Investment Advisors
New York
$3.04M +$91.9K +622 +3%
SI
639
Stephens Inc
Arkansas
$3.02M -$832K -5,630 -22%
HI
640
Horizon Investments
North Carolina
$3M -$23K -156 -0.8%
TLP
641
Trinity Legacy Partners
Texas
$2.99M +$168K +1,136 +6%
RBA
642
Richard Bernstein Advisors
New York
$2.99M -$340K -2,298 -10%
ACIM
643
Azimuth Capital Investment Management
Michigan
$2.98M +$18.5K +125 +0.6%
GPTE
644
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.97M – – –
AP
645
Americana Partners
Texas
$2.96M -$135K -914 -4%
GHAM
646
Gilman Hill Asset Management
Connecticut
$2.96M +$393K +2,658 +15%
AOI
647
Auto-Owners Insurance
Michigan
$2.95M +$2.95M +19,950 New
CIM
648
Chapman Investment Management
California
$2.93M -$364K -2,466 -11%
NGA
649
Naples Global Advisors
Florida
$2.92M +$114K +770 +4%
AWM
650
Avior Wealth Management
Nebraska
$2.91M -$44.8K -303 -2%
24 25
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