AXP icon

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 %
SCC
726
Steel Canyon Capital
Arizona
$2.16M -$1.02M -7,580 -32%
TC
727
TownSquare Capital
Utah
$2.16M +$172K +1,273 +9%
SAM
728
Selway Asset Management
$2.14M +$6.07K +45 +0.3%
Lido Advisors
729
Lido Advisors
California
$2.13M -$141K -1,042 -6%
BBWA
730
Bell & Brown Wealth Advisors
California
$2.12M -$17K -126 -0.8%
PFSC
731
Peoples Financial Services Corp
Pennsylvania
$2.12M +$10.1K +75 +0.5%
MNBTD
732
Moody National Bank Trust Division
Texas
$2.11M – – –
EF
733
Empirical Finance
Pennsylvania
$2.1M +$332K +2,464 +19%
WAC
734
William Allan Corp
Colorado
$2.08M +$169K +1,251 +9%
HIM
735
Hotaling Investment Management
Pennsylvania
$2.08M +$70.3K +521 +3%
EWM
736
Evercore Wealth Management
New York
$2.08M +$14.4K +107 +0.7%
VAS
737
Vestmark Advisory Solutions
Massachusetts
$2.08M -$374K -2,771 -15%
CAM
738
Columbia Asset Management
Michigan
$2.07M -$95K -704 -4%
HTC
739
Haverford Trust Company
Pennsylvania
$2.07M -$179K -1,325 -8%
EIM
740
Essex Investment Management
Massachusetts
$2.06M -$39.4K -292 -2%
WWM
741
Western Wealth Management
Colorado
$2.05M -$520K -3,813 -20%
Jennison Associates
742
Jennison Associates
New York
$2.04M -$96.8K -718 -5%
VI
743
Vestcor Inc
New Brunswick, Canada
$2.04M +$8.36K +62 +0.4%
PRC
744
Pearl River Capital
Michigan
$2.02M +$1.41M +10,422 +228%
AFM
745
Anson Funds Management
Texas
$2.02M +$2.02M +15,000 New
WOC
746
West Oak Capital
California
$2.02M -$10.8K -80 -0.5%
RCAG
747
Rehmann Capital Advisory Group
Michigan
$2.01M -$32.2K -239 -2%
RCA
748
Resonant Capital Advisors
Wisconsin
$2.01M -$22.7K -168 -1%
PI
749
Pettee Investors
Connecticut
$2.01M +$4.72K +35 +0.2%
AA
750
ALPS Advisors
Colorado
$2M +$240K +1,776 +14%
28 29
30
31 32