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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 %
MGIA
826
Moneta Group Investment Advisors
Missouri
$1.66M -$372K -2,125 -18%
SYBT
827
Stock Yards Bank & Trust
Kentucky
$1.66M +$55.3K +374 +3%
PWP
828
Private Wealth Partners
California
$1.66M – – –
SPC
829
Sigma Planning Corp
Michigan
$1.65M -$29.4K -199 -2%
PH
830
Pinnacle Holdings
Oklahoma
$1.64M -$239K -1,618 -13%
RIL
831
Rothschild Investment LLC
Illinois
$1.64M +$119K +805 +8%
WWA
832
WCG Wealth Advisors
Nevada
$1.63M +$58.1K +393 +4%
TNA
833
True North Advisors
Texas
$1.63M – – –
GFA
834
Gifford Fong Associates
California
$1.63M – – –
SIAG
835
Signet Investment Advisory Group
Rhode Island
$1.62M -$6.65K -45 -0.4%
AIC
836
Argus Investors Counsel
New York
$1.61M +$400K +2,710 +33%
RG
837
Rathbones Group
United Kingdom
$1.6M -$96K -650 -6%
CG
838
Caprock Group
Idaho
$1.6M +$4.29K +29 +0.3%
FWA
839
FOCUS Wealth Advisors
Texas
$1.6M -$13.6K -92 -0.8%
OIA
840
OneDigital Investment Advisors
Kansas
$1.59M -$18.9K -128 -1%
BA
841
Birinyi Associates
Connecticut
$1.59M -$4.58K -31 -0.3%
WI
842
Wintrust Investments
Illinois
$1.59M +$17.9K +121 +1%
SJIM
843
St. Johns Investment Management
Florida
$1.58M -$13.4K -91 -0.8%
SC
844
Savant Capital
Illinois
$1.58M +$83.3K +587 +6%
SAM
845
Sawgrass Asset Management
Florida
$1.58M -$332K -2,248 -17%
QT
846
Quantbot Technologies
New York
$1.58M -$1.05M -7,102 -40%
XT
847
XTX Topco
Cayman Islands
$1.58M +$942K +6,378 +148%
BPC
848
Banque Pictet & Cie
Switzerland
$1.57M +$1.57M +10,656 New
CA
849
CoreCap Advisors
Michigan
$1.57M +$138K +937 +10%
SHWM
850
Silicon Hills Wealth Management
Texas
$1.55M – – –
32 33
34
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