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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 %
AP
651
Americana Partners
Texas
$2.83M +$62.6K +464 +2%
TPCW
652
TD Private Client Wealth
New York
$2.78M +$39.9K +296 +1%
CAM
653
Cresset Asset Management
Illinois
$2.76M -$507K -3,756 -16%
HI
654
Horizon Investments
North Carolina
$2.76M -$235K -1,748 -8%
RWA
655
Ropes Wealth Advisors
Massachusetts
$2.74M +$217K +1,610 +9%
BW
656
Bison Wealth
Georgia
$2.74M +$64.2K +476 +2%
WIS
657
Wright Investors Service
Connecticut
$2.74M +$1.11M +8,248 +69%
GPTE
658
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.71M – – –
ACIM
659
Azimuth Capital Investment Management
Michigan
$2.7M -$62.7K -465 -2%
AWM
660
Avior Wealth Management
Nebraska
$2.7M +$62.7K +465 +2%
DA
661
DCM Advisors
New York
$2.69M -$102K -756 -4%
HVIA
662
Hudson Valley Investment Advisors
New York
$2.69M +$157K +1,166 +6%
SSW
663
Stone Summit Wealth
Florida
$2.69M +$119K +882 +5%
GT
664
Greenleaf Trust
Michigan
$2.68M +$295K +2,185 +12%
ECM
665
Everence Capital Management
Indiana
$2.67M – – –
MKA
666
M. Kulyk & Associates
Georgia
$2.64M – – –
GSC
667
G&S Capital
Colorado
$2.64M +$2.31M +17,104 +701%
Acadian Asset Management
668
Acadian Asset Management
Massachusetts
$2.62M -$2.73M -20,246 -51%
ASN
669
Advisory Services Network
Georgia
$2.59M -$59.5K -441 -2%
BCM
670
Brookstone Capital Management
Illinois
$2.59M +$1.19M +8,737 +86%
Federated Hermes
671
Federated Hermes
Pennsylvania
$2.59M -$16.3K -121 -0.6%
TLP
672
Trinity Legacy Partners
Texas
$2.58M +$135K +999 +6%
GD
673
Grandfield & Dodd
New York
$2.57M -$313K -2,323 -11%
KWM
674
Kingsview Wealth Management
Oregon
$2.57M +$114K +844 +5%
NGA
675
Naples Global Advisors
Florida
$2.56M +$51.3K +380 +2%
25 26
27
28 29