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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 %
EAM
751
Erste Asset Management
Austria
$1.99M +$319K +2,315 +19%
KCM
752
Kanawha Capital Management
Virginia
$1.97M +$41.2K +305 +2%
AAS
753
Avantax Advisory Services
Texas
$1.94M -$135K -998 -6%
MWM
754
Modera Wealth Management
New Jersey
$1.92M -$333K -2,467 -15%
AAM
755
Arabesque Asset Management
United Kingdom
$1.92M +$289K +2,140 +18%
PAS
756
Park Avenue Securities
New York
$1.91M +$288K +2,135 +18%
GWCM
757
Godshalk Welsh Capital Management
Pennsylvania
$1.89M +$19.3K +143 +1%
LC
758
Lincoln Capital
Nebraska
$1.87M – – –
SC
759
Sawyer & Company
Massachusetts
$1.85M – – –
IAS
760
Investment Advisory Services
Texas
$1.84M +$18.7K +139 +1%
FSA
761
Fort Sheridan Advisors
Illinois
$1.83M +$9.98K +74 +0.5%
RIM
762
Redpoint Investment Management
Australia
$1.83M -$524K -3,887 -22%
SBIA
763
Sheaff Brock Investment Advisors
Indiana
$1.81M – – –
V
764
ValueWorks
New York
$1.8M -$13.4K -99 -0.7%
BFA
765
Benedict Financial Advisors
Georgia
$1.8M +$1.35M +38,844 +295%
SWMG
766
Signature Wealth Management Group
Georgia
$1.8M -$36.3K -269 -2%
AIM
767
AHL Investment Management
Florida
$1.8M -$6.75K -50 -0.4%
WGCA
768
Wolf Group Capital Advisors
Virginia
$1.8M +$1.35K +10 +0.1%
PAM
769
Private Asset Management
California
$1.79M -$86.9K -644 -5%
FDS
770
First Dallas Securities
Texas
$1.79M +$693K +5,127 +63%
HSA
771
HBK Sorce Advisory
Pennsylvania
$1.79M +$921K +6,828 +106%
TCPWM
772
Traverso Chambers Private Wealth Management
California
$1.78M – – –
WG
773
Welch Group
Alabama
$1.77M – – –
QI
774
QV Investors
Alberta, Canada
$1.76M – – –
PI
775
PEAK6 Investments
Illinois
$1.76M +$270K +2,004 +18%
29 30
31
32 33