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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 %
S
701
Seeyond
France
$2.43M +$1.52M +10,280 +167%
NG
702
Northstar Group
New York
$2.41M +$739 +5 +0%
BSW
703
Buckingham Strategic Wealth
Missouri
$2.4M -$64.7K -438 -3%
Lido Advisors
704
Lido Advisors
California
$2.4M +$60.3K +408 +3%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$2.39M +$122K +824 +5%
GT
706
Glenview Trust
Kentucky
$2.39M -$5.17K -35 -0.2%
TBA
707
Tower Bridge Advisors
Pennsylvania
$2.39M – – –
CCM
708
Condor Capital Management
New Jersey
$2.38M +$6.35K +43 +0.3%
CNC
709
Canandaigua National Corp
New York
$2.38M -$213K -1,445 -8%
EHWM
710
Eads & Heald Wealth Management
Georgia
$2.37M -$11.5K -78 -0.5%
PCOC
711
Power Corp of Canada
Canada
$2.37M – – –
TC
712
TownSquare Capital
Utah
$2.36M +$1.03K +7 +0%
BA
713
Bennicas & Associates
California
$2.36M -$14.8K -100 -0.6%
AAM
714
Arabesque Asset Management
United Kingdom
$2.35M +$252K +1,704 +12%
FDS
715
First Dallas Securities
Texas
$2.35M +$388K +2,626 +20%
AAS
716
Avantax Advisory Services
Texas
$2.34M +$212K +1,434 +10%
MWM
717
Modera Wealth Management
New Jersey
$2.33M +$234K +1,581 +11%
BBWA
718
Bell & Brown Wealth Advisors
California
$2.33M +$4.43K +30 +0.2%
MNBTD
719
Moody National Bank Trust Division
Texas
$2.32M +$4.28K +29 +0.2%
HIM
720
Hotaling Investment Management
Pennsylvania
$2.3M +$18K +122 +0.8%
WAC
721
William Allan Corp
Colorado
$2.29M +$6.94K +47 +0.3%
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$2.28M -$39.6K -268 -2%
EWM
723
Evercore Wealth Management
New York
$2.27M -$8.72K -59 -0.4%
SFI
724
Siemens Fonds Invest
Germany
$2.26M -$204K -1,382 -8%
CWM
725
Compass Wealth Management
Connecticut
$2.26M +$2.26M +15,282 New
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