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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 %
SIM
651
Stratos Investment Management
Ohio
$2.89M +$105K +710 +4%
MKA
652
M. Kulyk & Associates
Georgia
$2.89M – – –
LG
653
LaFleur & Godfrey
Michigan
$2.88M +$148K +1,000 +5%
WIS
654
Wright Investors Service
Connecticut
$2.88M -$117K -795 -4%
RJT
655
Raymond James Trust
Florida
$2.86M +$65.9K +446 +2%
CIP
656
Chartwell Investment Partners
Pennsylvania
$2.85M -$313K -2,117 -10%
OLA
657
Oliver Luxxe Assets
New Jersey
$2.84M +$86.3K +584 +3%
KWM
658
Kingsview Wealth Management
Oregon
$2.82M +$4.43K +30 +0.2%
MGP
659
Metis Global Partners
California
$2.8M +$1.15M +7,792 +70%
GTCM
660
Gyon Technologies Capital Management
New Jersey
$2.79M +$2.79M +18,914 New
GD
661
Grandfield & Dodd
New York
$2.79M -$23.1K -156 -0.8%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$2.77M -$523K -3,542 -16%
SVCP
663
Silicon Valley Capital Partners
California
$2.77M +$2.28M +15,450 +471%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$2.76M +$1.7M +9,056 +160%
CA
665
Clearstead Advisors
Ohio
$2.75M +$38.7K +262 +1%
Assenagon Asset Management
666
Assenagon Asset Management
Luxembourg
$2.74M -$22M -149,094 -89%
IC
667
IEQ Capital
California
$2.74M +$173K +1,174 +7%
MVA
668
Mount Vernon Associates
Maryland
$2.72M -$59.1K -400 -2%
TPCW
669
TD Private Client Wealth
New York
$2.72M -$327K -2,210 -11%
Impax Asset Management Group
670
Impax Asset Management Group
United Kingdom
$2.71M -$699K -4,734 -21%
PCI
671
Pacifica Capital Investments
Texas
$2.7M -$15.5K -105 -0.6%
BCM
672
Brookstone Capital Management
Illinois
$2.69M -$149K -992 -5%
WA
673
WP Advisors
California
$2.68M -$11.5K -78 -0.4%
SWM
674
Salvus Wealth Management
New Jersey
$2.67M -$5.17K -35 -0.2%
BL
675
BFSG LLC
California
$2.66M +$54.8K +371 +2%
25 26
27
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