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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 %
MC
776
Moors & Cabot
Massachusetts
$1.88M +$59.3K +401 +3%
BZWA
777
Blue Zone Wealth Advisors
California
$1.88M -$443 -3 -0%
MWM
778
Madison Wealth Management
Ohio
$1.88M +$80.1K +542 +4%
CTA
779
Colonial Trust Advisors
South Carolina
$1.87M +$1.36M +9,171 +264%
CCM
780
Coldstream Capital Management
Washington
$1.87M +$1.87M +12,634 New
AWA
781
Aaron Wealth Advisors
Illinois
$1.87M +$163K +1,104 +10%
PAG
782
Private Advisor Group
New Jersey
$1.86M +$327K +8,808 +21%
ACP
783
Aviance Capital Partners
Florida
$1.85M +$148 +1 +0%
SSWM
784
Smith Salley Wealth Management
North Carolina
$1.85M – – –
WG
785
Welch Group
Alabama
$1.84M -$99.1K -671 -5%
QCM
786
Quantinno Capital Management
New York
$1.83M +$614K +4,153 +50%
CCG
787
Ceeto Capital Group
Florida
$1.83M – – –
MA
788
Montag & Associates
Georgia
$1.82M +$12.1K +82 +0.7%
CAM
789
Cresset Asset Management
Illinois
$1.82M -$101K -1,075 -5%
PCS
790
Personal CFO Solutions
New Jersey
$1.8M +$713K +4,814 +66%
Bank Julius Baer & Co
791
Bank Julius Baer & Co
Switzerland
$1.8M +$580K +3,924 +48%
MMPW
792
Mitchell McLeod Pugh & Williams
Alabama
$1.79M -$65.7K -445 -4%
CW
793
CreativeOne Wealth
Kansas
$1.78M +$38.7K +262 +2%
IIL
794
Insight Inv LLC
California
$1.77M +$19.9K +135 +1%
III
795
Independent Investors Inc
New York
$1.77M – – –
IA
796
IFG Advisory
Georgia
$1.77M -$696K -4,711 -28%
GIA
797
Gladstone Institutional Advisory
Florida
$1.77M +$780K +5,281 +79%
BBA
798
BLB&B Advisors
Pennsylvania
$1.76M -$2.36K -16 -0.1%
PCA
799
Personal Capital Advisors
California
$1.76M -$65.5K -443 -4%
PA
800
Parallel Advisors
California
$1.76M -$38.6K -261 -2%
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