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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 %
CCP
776
Corient Capital Partners
California
$1.76M – – –
SAM
777
Sawgrass Asset Management
Florida
$1.75M -$19.7K -146 -1%
BFO
778
Boston Family Office
Massachusetts
$1.75M – – –
BP
779
BBR Partners
New York
$1.74M -$134K -997 -7%
GSB
780
Greenfield Savings Bank
Massachusetts
$1.74M -$19.7K -146 -1%
RGI
781
River Global Investors
United Kingdom
$1.73M -$155K -1,150 -8%
QCG
782
Quadrant Capital Group
Ohio
$1.73M +$62.5K +463 +4%
SC
783
SouthState Corp
Florida
$1.73M -$20.4K -151 -1%
GCM
784
Graham Capital Management
Connecticut
$1.72M -$316K -2,343 -16%
PH
785
Pinnacle Holdings
Oklahoma
$1.72M +$17.3K +128 +1%
BP
786
Ballentine Partners
Massachusetts
$1.72M +$135K +1,001 +9%
JCM
787
Jacobi Capital Management
Pennsylvania
$1.72M +$2.97K +22 +0.2%
BZWA
788
Blue Zone Wealth Advisors
California
$1.72M -$1.25M -9,300 -42%
WPW
789
Warther Private Wealth
Ohio
$1.71M +$513K +3,800 +43%
MMPW
790
Mitchell McLeod Pugh & Williams
Alabama
$1.7M +$29.7K +220 +2%
BFA
791
Buttonwood Financial Advisors
Maryland
$1.69M -$7.08K -50 -0.4%
ACP
792
Aviance Capital Partners
Florida
$1.69M – – –
NHC
793
Nicholas Hoffman & Company
Georgia
$1.69M +$109K +807 +7%
SSWM
794
Smith Salley Wealth Management
North Carolina
$1.69M +$1.89K +14 +0.1%
Wolverine Trading
795
Wolverine Trading
Illinois
$1.68M -$1.87M -13,550 -53%
CCG
796
Ceeto Capital Group
Florida
$1.67M – – –
PCA
797
Personal Capital Advisors
California
$1.67M +$62.5K +463 +4%
MC
798
Moors & Cabot
Massachusetts
$1.66M -$12.8K -95 -0.8%
MA
799
Montag & Associates
Georgia
$1.65M +$11.3K +84 +0.7%
ACP
800
Ashfield Capital Partners
California
$1.65M -$80.9K -600 -5%
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