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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 %
RJT
676
Raymond James Trust
Florida
$2.55M -$93.6K -694 -4%
SIM
677
Stratos Investment Management
Ohio
$2.55M -$191K -1,413 -7%
MVA
678
Mount Vernon Associates
Maryland
$2.54M +$29.7K +220 +1%
EGM
679
Engineers Gate Manager
New York
$2.54M -$3.15M -23,338 -55%
CIC
680
Chase Investment Counsel
Virginia
$2.53M -$24.4K -181 -1%
VIA
681
Vident Investment Advisory
Georgia
$2.51M -$43.1K -341 -2%
OLA
682
Oliver Luxxe Assets
New Jersey
$2.51M +$72K +534 +3%
LG
683
LaFleur & Godfrey
Michigan
$2.5M +$179K +1,325 +8%
PCI
684
Pacifica Capital Investments
Texas
$2.48M – – –
CA
685
Clearstead Advisors
Ohio
$2.48M -$98.6K -731 -4%
NIG
686
NFJ Investment Group
Texas
$2.47M -$2.31M -17,156 -48%
WA
687
WP Advisors
California
$2.46M +$7.69K +57 +0.3%
IEFM
688
IQ EQ Fund Management
Ireland
$2.46M -$137K -1,015 -5%
SWM
689
Salvus Wealth Management
New Jersey
$2.44M -$2.02K -15 -0.1%
LNC
690
Lincoln National Corp
Pennsylvania
$2.44M +$132K +977 +6%
RIM
691
Regent Investment Management
Kentucky
$2.44M +$138K +1,020 +6%
IVP
692
Intrinsic Value Partners
Arizona
$2.43M -$147K -1,090 -6%
CA
693
Callahan Advisors
Texas
$2.41M +$13.1K +97 +0.5%
BB
694
Busey Bank
Illinois
$2.41M -$2.56K -19 -0.1%
QT
695
Quantbot Technologies
New York
$2.4M -$37.9K -281 -2%
EWA
696
EP Wealth Advisors
California
$2.39M +$83.6K +620 +4%
BL
697
BFSG LLC
California
$2.38M +$51.3K +380 +2%
CG
698
Cutler Group
California
$2.37M +$714K +5,294 +43%
ECM
699
Elgethun Capital Management
South Dakota
$2.37M +$22.1K +164 +0.9%
CNC
700
Canandaigua National Corp
New York
$2.37M -$63K -467 -3%
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