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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 %
GIA
876
Gateway Investment Advisers
Ohio
$1.43M +$282K +1,910 +25%
LCM
877
Linker Capital Management
Kentucky
$1.43M – – –
CC
878
Constitution Capital
Connecticut
$1.43M -$36.9K -250 -3%
BB
879
Berkshire Bank
Massachusetts
$1.42M -$38.1K -258 -3%
SA
880
SRN Advisors
Pennsylvania
$1.42M -$349K -2,360 -20%
S
881
SignatureFD
Georgia
$1.42M +$132K +890 +10%
SCA
882
Snowden Capital Advisors
New York
$1.41M -$236K -1,596 -14%
BIA
883
Bigelow Investment Advisors
Maine
$1.41M +$63.7K +431 +5%
VV
884
Verity & Verity
South Carolina
$1.41M +$1.13M +7,675 +410%
EAM
885
EFG Asset Management
Oregon
$1.41M -$27.5K -187 -2%
EHC
886
Everett Harris & Co
California
$1.4M -$2.96K -20 -0.2%
Jones Financial Companies
887
Jones Financial Companies
Missouri
$1.39M +$84.9K +575 +6%
DAM
888
Doheny Asset Management
California
$1.39M -$374K -2,530 -21%
CCFCSB
889
Cape Cod Five Cents Savings Bank
Massachusetts
$1.38M -$375K -2,536 -21%
SB
890
Simmons Bank
Arkansas
$1.38M -$12.4K -84 -0.9%
IWS
891
Insight Wealth Strategies
California
$1.37M +$44.8K +303 +3%
MHIC
892
Marble Harbor Investment Counsel
Massachusetts
$1.37M – – –
CAG
893
Csenge Advisory Group
Florida
$1.36M -$261K -1,769 -16%
HIC
894
Hartline Investment Corp
Illinois
$1.36M +$1.36M +9,181 New
FB
895
Fulton Bank
Pennsylvania
$1.36M -$11.5K -78 -0.8%
TBNY
896
Trustco Bank (New York)
New York
$1.35M – – –
TFA
897
Teamwork Financial Advisors
Texas
$1.34M -$3.45M -23,355 -72%
SFA
898
Sequoia Financial Advisors
Ohio
$1.34M +$527K +3,565 +65%
CWMU
899
Caliber Wealth Management (Utah)
Utah
$1.34M -$244K -1,649 -15%
SIA
900
Strategic Investment Advisors
Michigan
$1.34M +$72.8K +493 +6%
34 35
36
37 38