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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 %
CA
801
CSM Advisors
Pennsylvania
$1.64M +$17.5K +130 +1%
MWM
802
Madison Wealth Management
Ohio
$1.64M +$32.5K +241 +2%
PA
803
Parallel Advisors
California
$1.64M +$226K +1,672 +16%
DTL
804
Dynamic Technology Lab
Singapore
$1.64M -$888K -6,585 -35%
PWM
805
Pinnacle Wealth Management
California
$1.63M +$33.7K +250 +2%
VFA
806
Valeo Financial Advisors
Indiana
$1.63M +$60.2K +446 +4%
III
807
Independent Investors Inc
New York
$1.62M – – –
IWM
808
IHT Wealth Management
Illinois
$1.62M +$231K +1,709 +17%
SA
809
SRN Advisors
Pennsylvania
$1.62M -$34K -252 -2%
MG
810
Mather Group
Illinois
$1.62M +$137K +1,017 +9%
BBA
811
BLB&B Advisors
Pennsylvania
$1.61M – – –
APA
812
American Portfolios Advisors
New York
$1.61M -$195K -1,446 -11%
DAM
813
Doheny Asset Management
California
$1.61M +$1.61M +11,903 New
IIL
814
Insight Inv LLC
California
$1.6M -$1.35K -10 -0.1%
CCFCSB
815
Cape Cod Five Cents Savings Bank
Massachusetts
$1.6M -$36.2K -268 -2%
BSA
816
Bull Street Advisors
Georgia
$1.6M +$2.7K +20 +0.2%
CW
817
CreativeOne Wealth
Kansas
$1.59M +$540 +4 +0%
FIM
818
Fruth Investment Management
Texas
$1.59M – – –
LBC
819
Lowe Brockenbrough & Co
Virginia
$1.57M – – –
MGIA
820
Moneta Group Investment Advisors
Missouri
$1.57M -$280K -2,077 -15%
LT
821
Lindsell Train
United Kingdom
$1.57M – – –
ACP
822
Arcus Capital Partners
Georgia
$1.56M – – –
Aristotle Capital Management
823
Aristotle Capital Management
California
$1.56M -$11.6K -86 -0.7%
AWA
824
Aaron Wealth Advisors
Illinois
$1.56M +$1.33M +9,873 +596%
PCIA
825
Prime Capital Investment Advisors
Kansas
$1.56M +$1.56M +11,525 New
31 32
33
34 35