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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 %
AA
876
Argent Advisors
Louisiana
$1.32M +$69.6K +516 +6%
AWA
877
Arete Wealth Advisors
Illinois
$1.31M +$25.5K +189 +2%
CA
878
CoreCap Advisors
Michigan
$1.31M +$88.2K +654 +7%
LCM
879
Linker Capital Management
Kentucky
$1.3M – – –
TMAM
880
Tokio Marine Asset Management
Japan
$1.3M +$131K +971 +11%
JWCA
881
J.W. Cole Advisors
Florida
$1.3M +$120K +893 +10%
ISL
882
Ingalls & Snyder LLC
New York
$1.29M -$10.4K -77 -0.8%
MIA
883
MainStreet Investment Advisors
Illinois
$1.29M -$944 -7 -0.1%
EHC
884
Everett Harris & Co
California
$1.28M – – –
AG
885
Ascent Group
Virginia
$1.27M +$114K +771 +10%
SB
886
Simmons Bank
Arkansas
$1.27M -$17.1K -127 -1%
PT
887
Plimoth Trust
Massachusetts
$1.27M +$125K +926 +11%
AW
888
ACG Wealth
Georgia
$1.26M -$31.7K -235 -2%
MHIC
889
Marble Harbor Investment Counsel
Massachusetts
$1.25M – – –
CP
890
Cumberland Partners
Ontario, Canada
$1.25M +$877K +6,500 +236%
IWS
891
Insight Wealth Strategies
California
$1.25M – – –
FB
892
Fulton Bank
Pennsylvania
$1.25M +$81.3K +603 +7%
LTI
893
Laffer Tengler Investments
Tennessee
$1.24M +$4.18K +31 +0.3%
BAM
894
Berkshire Asset Management
Pennsylvania
$1.24M – – –
BCPWM
895
Bradley & Co Private Wealth Management
Florida
$1.24M – – –
CPSC
896
Carl P. Sherr & Co
Massachusetts
$1.23M +$135 +1 +0%
TBNY
897
Trustco Bank (New York)
New York
$1.23M -$60.7K -450 -5%
I
898
INVST
Indiana
$1.23M +$43.2K +314 +4%
BIA
899
Bigelow Investment Advisors
Maine
$1.23M +$146K +1,083 +13%
TFCM
900
Taylor Frigon Capital Management
Arizona
$1.22M +$11.9K +88 +1%
34 35
36
37 38