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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 %
TCM
801
Teza Capital Management
Illinois
$1.76M -$3.9M -26,415 -69%
BFA
802
Buttonwood Financial Advisors
Maryland
$1.75M -$16.8K -114 -1%
BSA
803
Bull Street Advisors
Georgia
$1.75M – – –
RPWA
804
Regent Peak Wealth Advisors
Georgia
$1.74M +$273K +1,845 +19%
IWM
805
IHT Wealth Management
Illinois
$1.74M -$34.1K -231 -2%
FIM
806
Fruth Investment Management
Texas
$1.74M -$7.39K -50 -0.4%
RWP
807
RWA Wealth Partners
Massachusetts
$1.73M – – –
PA
808
Profund Advisors
Maryland
$1.72M +$82.3K +557 +5%
TMAM
809
Tokio Marine Asset Management
Japan
$1.72M +$295K +1,997 +21%
LBC
810
Lowe Brockenbrough & Co
Virginia
$1.72M -$4.43K -30 -0.3%
LT
811
Lindsell Train
United Kingdom
$1.71M – – –
ACP
812
Arcus Capital Partners
Georgia
$1.71M – – –
Acadian Asset Management
813
Acadian Asset Management
Massachusetts
$1.71M -$1.16M -7,853 -40%
Aristotle Capital Management
814
Aristotle Capital Management
California
$1.7M – – –
PWM
815
Pinnacle Wealth Management
California
$1.7M -$87.3K -591 -5%
NL
816
NVWM LLC
Pennsylvania
$1.69M +$21K +142 +1%
JWCA
817
J.W. Cole Advisors
Florida
$1.69M +$270K +1,829 +19%
SWMG
818
Signature Wealth Management Group
Georgia
$1.69M -$285K -1,927 -14%
MG
819
Mather Group
Illinois
$1.69M -$83.8K -567 -5%
SCM
820
SOL Capital Management
Maryland
$1.68M – – –
HG
821
Herbst Group
Connecticut
$1.68M +$44.3K +300 +3%
B
822
Bailard
California
$1.68M -$6.8K -46 -0.4%
VF
823
Virtu Financial
New York
$1.68M -$1.88M -12,733 -53%
TH
824
TCTC Holdings
Texas
$1.67M +$344K +2,325 +26%
GC
825
Guardian Capital
Ontario, Canada
$1.67M +$148K +1,000 +10%
31 32
33
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