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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 %
BA
851
Birinyi Associates
Connecticut
$1.45M -$101K -750 -7%
CWMU
852
Caliber Wealth Management (Utah)
Utah
$1.45M +$46.4K +344 +3%
IPW
853
Inlet Private Wealth
Florida
$1.43M +$1.08K +8 +0.1%
WI
854
Wintrust Investments
Illinois
$1.43M +$49.5K +367 +4%
SC
855
Savant Capital
Illinois
$1.43M -$11.9K -88 -0.8%
SHWM
856
Silicon Hills Wealth Management
Texas
$1.41M – – –
BAM
857
Belpointe Asset Management
Nevada
$1.41M -$1.5M -11,151 -52%
USCWA
858
U.S. Capital Wealth Advisors
Texas
$1.41M -$53.6K -397 -4%
GC
859
Guardian Capital
Ontario, Canada
$1.39M -$443K -3,280 -24%
AIM
860
Anchor Investment Management
South Carolina
$1.39M -$97.5K -723 -7%
RIL
861
Rothschild Investment LLC
Illinois
$1.39M – – –
PIM
862
Penobscot Investment Management
Massachusetts
$1.38M -$13.5K -100 -1%
IFWM
863
Institute for Wealth Management
Colorado
$1.37M -$809 -6 -0.1%
ZCM
864
Ziegler Capital Management
Illinois
$1.37M -$15.2K -113 -1%
GJIC
865
Gamble Jones Investment Counsel
California
$1.36M -$184K -1,364 -12%
CCP
866
Cunning Capital Partners
North Carolina
$1.36M – – –
WTA
867
Washington Trust Advisors
Massachusetts
$1.35M -$78.5K -582 -6%
FA
868
FDx Advisors
Illinois
$1.34M -$5.13K -38 -0.4%
MCM
869
McMillion Capital Management
North Carolina
$1.34M – – –
RPWA
870
Regent Peak Wealth Advisors
Georgia
$1.34M +$1.34M +9,923 New
CC
871
Constitution Capital
Connecticut
$1.34M +$54K +400 +4%
BB
872
Berkshire Bank
Massachusetts
$1.34M +$85.6K +634 +7%
KC
873
Knuff & Co
California
$1.33M – – –
CC
874
Chicago Capital
Illinois
$1.33M -$8.77K -65 -0.7%
EAM
875
EFG Asset Management
Oregon
$1.32M -$107K -792 -8%
33 34
35
36 37