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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 %
RG
826
Rathbones Group
United Kingdom
$1.55M – – –
B
827
Bailard
California
$1.54M +$82.7K +613 +6%
SCM
828
SOL Capital Management
Maryland
$1.54M – – –
SPC
829
Sigma Planning Corp
Michigan
$1.53M -$516K -3,828 -25%
NL
830
NVWM LLC
Pennsylvania
$1.53M +$59.6K +442 +4%
RWP
831
RWA Wealth Partners
Massachusetts
$1.52M -$28.3K -210 -2%
AT
832
American Trust
Kentucky
$1.52M -$55.6K -412 -4%
PWP
833
Private Wealth Partners
California
$1.51M – – –
WWA
834
WCG Wealth Advisors
Nevada
$1.51M +$74.2K +522 +5%
SCA
835
Snowden Capital Advisors
New York
$1.51M +$25K +185 +2%
MGP
836
Metis Global Partners
California
$1.51M +$114K +848 +8%
HG
837
Herbst Group
Connecticut
$1.5M +$94.5K +700 +7%
PA
838
Profund Advisors
Maryland
$1.5M -$23.2K -172 -2%
BO
839
BRR OpCo
Ohio
$1.49M -$4.45K -33 -0.3%
SIAG
840
Signet Investment Advisory Group
Rhode Island
$1.48M -$14.2K -105 -0.9%
GFA
841
Gifford Fong Associates
California
$1.48M – – –
TNA
842
True North Advisors
Texas
$1.48M – – –
CAG
843
Csenge Advisory Group
Florida
$1.48M -$54.1K -401 -4%
TA
844
TKG Advisors
Indiana
$1.48M +$1.48M +10,938 New
OIA
845
OneDigital Investment Advisors
Kansas
$1.47M +$46K +341 +3%
FMWA
846
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$34.7K -257 -2%
FWA
847
FOCUS Wealth Advisors
Texas
$1.47M -$2.43K -18 -0.2%
SYBT
848
Stock Yards Bank & Trust
Kentucky
$1.46M -$4.59K -34 -0.3%
SJIM
849
St. Johns Investment Management
Florida
$1.46M +$72.8K +540 +5%
CG
850
Caprock Group
Idaho
$1.46M +$48.7K +361 +3%
32 33
34
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