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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 %
SC
901
Scotia Capital
Ontario, Canada
$1.22M +$28.3K +210 +2%
SIA
902
Schechter Investment Advisors
Michigan
$1.22M -$155K -1,150 -11%
TC
903
TAGStone Capital
North Carolina
$1.22M +$3.78K +28 +0.3%
TH
904
TCTC Holdings
Texas
$1.21M -$89.6K -664 -7%
LFRG
905
Lazard Frères Gestion
France
$1.21M -$41K -300 -3%
SW
906
Solidarity Wealth
Utah
$1.2M +$765K +5,202 +175%
Jones Financial Companies
907
Jones Financial Companies
Missouri
$1.2M +$1.14M +8,416 +1,883%
TFS
908
TrustCore Financial Services
Tennessee
$1.19M +$12.3K +91 +1%
MAM
909
Morse Asset Management
Connecticut
$1.19M -$99.8K -740 -8%
GG
910
Greenwood Gearhart
Arkansas
$1.18M -$16.9K -125 -1%
BCM
911
Barden Capital Management
Texas
$1.18M +$30.8K +228 +3%
BFA
912
Beaumont Financial Advisors
Massachusetts
$1.18M -$10.1K -75 -0.8%
CWP
913
Capital Wealth Planning
Florida
$1.18M -$149M -1,105,203 -99%
CFFP
914
Center for Financial Planning
Michigan
$1.18M -$1.35K -10 -0.1%
S
915
SignatureFD
Georgia
$1.18M -$53.7K -398 -4%
NAM
916
NTV Asset Management
West Virginia
$1.17M – – –
Carson Wealth (CWM LLC)
917
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$312K +2,310 +36%
QI
918
Qtron Investments
Massachusetts
$1.17M +$92.7K +687 +9%
CWM
919
C2C Wealth Management
Arizona
$1.17M -$8.73K -60 -0.7%
KW
920
KWB Wealth
California
$1.17M +$21.9K +162 +2%
RMAM
921
Raab & Moskowitz Asset Management
New Jersey
$1.17M +$49.5K +367 +4%
HCMG
922
Howard Capital Management Group
California
$1.16M – – –
CDH
923
Charles D. Hyman
$1.16M -$224K -1,663 -16%
CBA
924
Coastal Bridge Advisors
Connecticut
$1.16M +$7.29K +54 +0.6%
SIA
925
Strategic Investment Advisors
Michigan
$1.16M +$12.3K +91 +1%
35 36
37
38 39