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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
851
Polaris Wealth Advisory Group
California
$1.99M +$1.99M +10,908 New
AIM
852
Anchor Investment Management
South Carolina
$1.97M -$67.1K -359 -3%
MIA
853
MainStreet Investment Advisors
Illinois
$1.97M -$63K -337 -3%
NL
854
NVWM LLC
Pennsylvania
$1.97M -$151K -809 -7%
CBB
855
Citizens Business Bank
California
$1.96M – – –
RG
856
Rathbones Group
United Kingdom
$1.95M -$23.8K -127 -1%
WAC
857
William Allan Corp
Colorado
$1.95M -$3.55K -19 -0.2%
VI
858
Vestcor Inc
New Brunswick, Canada
$1.95M +$389K +2,081 +25%
IPW
859
Inlet Private Wealth
Florida
$1.95M +$374 +2 +0%
HG
860
Herbst Group
Connecticut
$1.95M +$37.4K +200 +2%
OQS
861
Occudo Quantitative Strategies
Florida
$1.94M +$1.1M +5,887 +131%
PIM
862
Penobscot Investment Management
Massachusetts
$1.92M -$90.1K -482 -4%
CCM
863
Coldstream Capital Management
Washington
$1.92M -$89.4K -478 -4%
CI
864
CX Institutional
Indiana
$1.92M +$1.46M +7,791 +313%
CDH
865
Charles D. Hyman
$1.92M +$45.4K +243 +2%
TBNY
866
Trustco Bank (New York)
New York
$1.91M – – –
AP
867
Americana Partners
Texas
$1.91M -$1.85M -9,904 -49%
SAM
868
Sabadell Asset Management
Spain
$1.91M +$72K +395 +4%
IFWM
869
Institute for Wealth Management
Colorado
$1.89M -$8.04K -43 -0.4%
HCM
870
Howard Capital Management
Georgia
$1.89M -$114K -609 -6%
IA
871
IndexIQ Advisors
New York
$1.89M -$68.4K -366 -3%
MGP
872
Metis Global Partners
California
$1.89M +$864K +4,624 +85%
CG
873
Caprock Group
Idaho
$1.88M +$258K +1,381 +16%
IWM
874
IHT Wealth Management
Illinois
$1.88M +$1.27M +6,791 +208%
SJIM
875
St. Johns Investment Management
Florida
$1.88M +$11.8K +63 +0.6%
33 34
35
36 37