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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
751
Sheaff Brock Investment Advisors
Indiana
$2.52M +$1.68K +9 +0.1%
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$2.51M +$404K +2,348 +19%
TC
753
TownSquare Capital
Utah
$2.5M +$519K +2,779 +26%
FSA
754
Fort Sheridan Advisors
Illinois
$2.49M – – –
PA
755
Profund Advisors
Maryland
$2.48M -$281K -1,502 -10%
CA
756
Cetera Advisors
Colorado
$2.47M +$113K +607 +5%
TCPWM
757
Traverso Chambers Private Wealth Management
California
$2.47M +$1.25M +6,699 +103%
Aristotle Capital Management
758
Aristotle Capital Management
California
$2.47M – – –
MA
759
Montag & Associates
Georgia
$2.46M -$550K -2,939 -18%
BFA
760
Benedict Financial Advisors
Georgia
$2.46M -$39.5K -211 -2%
WG
761
Welch Group
Alabama
$2.45M +$12K +64 +0.5%
QI
762
QV Investors
Alberta, Canada
$2.44M -$1.35M -7,240 -36%
AIM
763
AHL Investment Management
Florida
$2.44M +$119K +637 +5%
SWMG
764
Signature Wealth Management Group
Georgia
$2.44M -$95.4K -510 -4%
JCM
765
Jag Capital Management
Missouri
$2.43M -$4.95K -35 -0.2%
USGIU
766
U.S. Global Investors (USGI)
Texas
$2.41M +$2.41M +12,900 New
ACP
767
Ashfield Capital Partners
California
$2.4M -$19.6K -105 -0.8%
SC
768
SouthState Corp
Florida
$2.4M -$132K -707 -5%
KIA
769
KCM Investment Advisors
California
$2.39M -$61.3K -328 -2%
IWC
770
Integrated Wealth Concepts
Massachusetts
$2.39M -$461K -2,465 -16%
VFA
771
Valeo Financial Advisors
Indiana
$2.38M +$83.8K +448 +4%
QCG
772
Quadrant Capital Group
Ohio
$2.36M +$30.1K +161 +1%
BC
773
Burney Company
Virginia
$2.35M -$408K -2,180 -15%
IA
774
IFG Advisory
Georgia
$2.35M +$6.73K +36 +0.3%
DAM
775
Doheny Asset Management
California
$2.35M -$124K -665 -5%
29 30
31
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