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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 %
RIM
676
Regent Investment Management
Kentucky
$2.65M -$17K -115 -0.6%
CA
677
Callahan Advisors
Texas
$2.64M +$148 +1 +0%
Verition Fund Management
678
Verition Fund Management
Connecticut
$2.63M -$1.16M -7,881 -31%
MC
679
Mathes Company
New York
$2.6M +$2.6M +17,570 New
CA
680
Cetera Advisors
Colorado
$2.59M -$1.4M -9,444 -35%
SAM
681
Selway Asset Management
$2.58M +$239K +1,620 +10%
BAG
682
Briggs Advisory Group
Rhode Island
$2.57M +$2.57M +17,420 New
CFGS
683
Concourse Financial Group Securities
Alabama
$2.57M +$2.57M +17,395 New
ECM
684
Elgethun Capital Management
South Dakota
$2.56M -$31K -210 -1%
CC
685
Courier Capital
New York
$2.56M -$23.6K -160 -0.9%
BOS
686
Bank of Stockton
California
$2.55M +$8.42K +57 +0.3%
PTCG
687
Pring Turner Capital Group
California
$2.53M +$2.53M +17,115 New
ASN
688
Advisory Services Network
Georgia
$2.52M -$320K -2,163 -11%
BFA
689
Bill Few Associates
Pennsylvania
$2.52M -$44.3K -300 -2%
IWC
690
Integrated Wealth Concepts
Massachusetts
$2.5M +$90K +609 +4%
BAM
691
Brave Asset Management
New Jersey
$2.49M – – –
EF
692
Empirical Finance
Pennsylvania
$2.47M +$172K +1,161 +7%
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$9.46K -64 -0.4%
IVP
694
Intrinsic Value Partners
Arizona
$2.46M -$199K -1,350 -8%
EWA
695
EP Wealth Advisors
California
$2.46M -$165K -1,115 -6%
SCM
696
Silvant Capital Management
Georgia
$2.45M +$47.6K +322 +2%
MFAM
697
Motley Fool Asset Management
Virginia
$2.45M +$2.45M +16,603 New
IEFM
698
IQ EQ Fund Management
Ireland
$2.43M -$255K -1,727 -9%
DTL
699
Dynamic Technology Lab
Singapore
$2.43M +$641K +4,342 +36%
BFIM
700
Beese Fulmer Investment Management
Ohio
$2.43M -$36.6K -248 -1%
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