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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 %
KCM
726
Kanawha Capital Management
Virginia
$2.24M +$89.5K +606 +4%
RCA
727
Resonant Capital Advisors
Wisconsin
$2.24M +$40.3K +273 +2%
VI
728
Vestcor Inc
New Brunswick, Canada
$2.23M +$5.02K +34 +0.2%
KWILP
729
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.21M +$1.35M +9,120 +156%
CCM
730
Cullen Capital Management
New York
$2.2M -$1.73M -11,727 -44%
PI
731
Pettee Investors
Connecticut
$2.2M – – –
PAS
732
Park Avenue Securities
New York
$2.2M +$110K +746 +5%
LNC
733
Lincoln National Corp
Pennsylvania
$2.19M -$480K -3,250 -18%
EIM
734
Essex Investment Management
Massachusetts
$2.19M -$61.6K -417 -3%
LWM
735
Lodestone Wealth Management
Washington
$2.19M +$2.19M +14,814 New
HTC
736
Haverford Trust Company
Pennsylvania
$2.18M -$88.7K -600 -4%
CIC
737
Chase Investment Counsel
Virginia
$2.13M -$640K -4,336 -23%
CT
738
Coastline Trust
Rhode Island
$2.11M +$1.08M +7,328 +106%
WOC
739
West Oak Capital
California
$2.1M -$106K -715 -5%
WPW
740
Warther Private Wealth
Ohio
$2.09M +$215K +1,452 +11%
CAM
741
Columbia Asset Management
Michigan
$2.08M -$187K -1,269 -8%
SEC
742
Seven Eight Capital
New York
$2.06M -$1.57M -10,606 -43%
LC
743
Lincoln Capital
Nebraska
$2.06M +$5.02K +34 +0.2%
IAS
744
Investment Advisory Services
Texas
$2.05M +$40.9K +277 +2%
GWCM
745
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$22.2K -150 -1%
SC
746
Sawyer & Company
Massachusetts
$2.01M -$14.5K -98 -0.7%
FSA
747
Fort Sheridan Advisors
Illinois
$2M -$3.55K -24 -0.2%
SBIA
748
Sheaff Brock Investment Advisors
Indiana
$1.98M – – –
AS
749
Altshuler Shaham
Israel
$1.98M -$504K -3,409 -20%
BFA
750
Benedict Financial Advisors
Georgia
$1.98M -$5.71M -38,620 -74%
28 29
30
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