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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 %
BFG
751
Bleakley Financial Group
New Jersey
$1.97M +$1.97M +13,366 New
QI
752
QV Investors
Alberta, Canada
$1.97M +$42.8K +290 +2%
Carson Wealth (CWM LLC)
753
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$680K +4,605 +53%
PAM
754
Private Asset Management
California
$1.96M – – –
AA
755
ALPS Advisors
Colorado
$1.96M -$234K -1,581 -11%
AIM
756
AHL Investment Management
Florida
$1.96M -$10.3K -70 -0.5%
RCAG
757
Rehmann Capital Advisory Group
Michigan
$1.96M -$243K -1,644 -11%
TCPWM
758
Traverso Chambers Private Wealth Management
California
$1.95M -$2.22K -15 -0.1%
WGCA
759
Wolf Group Capital Advisors
Virginia
$1.94M -$30.3K -205 -2%
KIA
760
KCM Investment Advisors
California
$1.94M +$1.94M +13,094 New
IMCOOI
761
Investment Management Corp of Ontario (IMCO)
Canada
$1.93M +$1.93M +13,095 New
SCC
762
Steel Canyon Capital
Arizona
$1.93M -$435K -2,945 -18%
CA
763
CSM Advisors
Pennsylvania
$1.93M +$126K +850 +7%
RGI
764
River Global Investors
United Kingdom
$1.92M +$26.6K +180 +1%
VFA
765
Valeo Financial Advisors
Indiana
$1.92M +$131K +886 +7%
BFO
766
Boston Family Office
Massachusetts
$1.91M – – –
GSB
767
Greenfield Savings Bank
Massachusetts
$1.91M +$6.65K +45 +0.3%
CG
768
Cutler Group
California
$1.9M -$691K -4,679 -27%
SC
769
SouthState Corp
Florida
$1.9M +$12.3K +83 +0.6%
V
770
ValueWorks
New York
$1.9M -$73.7K -499 -4%
BP
771
Ballentine Partners
Massachusetts
$1.9M +$18.5K +125 +1%
NHC
772
Nicholas Hoffman & Company
Georgia
$1.9M +$47.3K +320 +3%
JCM
773
Jacobi Capital Management
Pennsylvania
$1.9M +$17.6K +119 +0.9%
QCG
774
Quadrant Capital Group
Ohio
$1.9M +$6.5K +44 +0.3%
BP
775
BBR Partners
New York
$1.89M -$14.8K -100 -0.8%
29 30
31
32 33