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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 %
RCM
851
RNC Capital Management
California
$1.55M -$925K -6,260 -37%
SIA
852
Schechter Investment Advisors
Michigan
$1.55M +$212K +1,437 +16%
IPW
853
Inlet Private Wealth
Florida
$1.53M -$35K -237 -2%
SC
854
Scotia Capital
Ontario, Canada
$1.53M +$193K +1,308 +14%
AIM
855
Anchor Investment Management
South Carolina
$1.52M – – –
USCWA
856
U.S. Capital Wealth Advisors
Texas
$1.52M -$22.3K -151 -1%
TI
857
Tidal Investments
Wisconsin
$1.52M +$338K +2,288 +29%
AT
858
American Trust
Kentucky
$1.51M -$146K -991 -9%
PIM
859
Penobscot Investment Management
Massachusetts
$1.51M – – –
CCP
860
Cunning Capital Partners
North Carolina
$1.49M – – –
I
861
INVST
Indiana
$1.49M -$78.9K -451 -5%
NIG
862
NFJ Investment Group
Texas
$1.49M -$1.21M -8,213 -45%
GJIC
863
Gamble Jones Investment Counsel
California
$1.49M -$7.39K -50 -0.5%
BCPWM
864
Bradley & Co Private Wealth Management
Florida
$1.49M +$133K +901 +10%
MAS
865
Meeder Advisory Services
Ohio
$1.48M +$1.48M +10,050 New
ZCM
866
Ziegler Capital Management
Illinois
$1.47M -$25.1K -170 -2%
MCM
867
McMillion Capital Management
North Carolina
$1.47M – – –
BCM
868
Barden Capital Management
Texas
$1.46M +$170K +1,150 +13%
FMWA
869
Forvis Mazars Wealth Advisors
Missouri
$1.46M -$150K -1,015 -9%
KC
870
Knuff & Co
California
$1.46M – – –
CC
871
Chicago Capital
Illinois
$1.46M – – –
IFWM
872
Institute for Wealth Management
Colorado
$1.45M -$49.9K -338 -3%
FA
873
FDx Advisors
Illinois
$1.45M -$22.3K -151 -2%
ACL
874
Applied Capital LLC
Florida
$1.45M +$1.45M +9,783 New
PT
875
Plimoth Trust
Massachusetts
$1.44M +$50.8K +344 +4%
33 34
35
36 37