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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 %
RWA
651
Ropes Wealth Advisors
Massachusetts
$3.5M -$168K -899 -5%
MLL
652
Moody Lynn & Lieberson
Massachusetts
$3.5M +$3.5M +18,699 New
MYLI
653
Meiji Yasuda Life Insurance
Japan
$3.49M -$277K -1,482 -7%
ASN
654
Advisory Services Network
Georgia
$3.49M -$150K -804 -4%
SCC
655
Steel Canyon Capital
Arizona
$3.47M +$3.47M +18,570 New
MVA
656
Mount Vernon Associates
Maryland
$3.47M -$11.2K -60 -0.3%
PCI
657
Pacifica Capital Investments
Texas
$3.44M – – –
EIM
658
Essex Investment Management
Massachusetts
$3.44M -$98.5K -527 -3%
WA
659
WP Advisors
California
$3.43M +$50.7K +271 +2%
HCM
660
Hodges Capital Management
Texas
$3.42M +$919K +4,913 +37%
AWS
661
Atria Wealth Solutions
New York
$3.42M +$3.42M +18,278 New
BB
662
Busey Bank
Illinois
$3.41M +$22.3K +119 +0.7%
SCM
663
Shelton Capital Management
Colorado
$3.41M -$32.9K -176 -1%
KRSITF
664
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.4M +$243K +1,298 +8%
KWM
665
Kingsview Wealth Management
Oregon
$3.39M +$1.09M +5,822 +47%
WSCM
666
Wellington Shields Capital Management
New York
$3.37M -$599K -3,203 -15%
SWM
667
Salvus Wealth Management
New Jersey
$3.37M +$92.7K +496 +3%
BFA
668
Bill Few Associates
Pennsylvania
$3.33M – – –
CA
669
Callahan Advisors
Texas
$3.32M +$9.54K +51 +0.3%
SFI
670
Siemens Fonds Invest
Germany
$3.32M -$39.6K -212 -1%
OLA
671
Oliver Luxxe Assets
New Jersey
$3.31M +$2.93M +15,662 +767%
Lido Advisors
672
Lido Advisors
California
$3.29M +$141K +753 +4%
SPC
673
Sigma Planning Corp
Michigan
$3.28M -$242K -1,296 -7%
CC
674
Courier Capital
New York
$3.28M -$33.7K -180 -1%
WCM
675
Wisconsin Capital Management
Wisconsin
$3.26M +$3.26M +17,440 New
25 26
27
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