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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 %
TC
901
TAGStone Capital
North Carolina
$1.34M +$4.43K +30 +0.3%
CPSC
902
Carl P. Sherr & Co
Massachusetts
$1.33M -$19.5K -132 -1%
EF
903
Empowered Funds
Pennsylvania
$1.33M +$187K +1,269 +16%
VAG
904
VisionPoint Advisory Group
Texas
$1.32M +$1.32M +7,284 New
MIA
905
MainStreet Investment Advisors
Illinois
$1.32M -$97.1K -657 -7%
MWM
906
Mission Wealth Management
California
$1.31M +$85.3K +577 +7%
AAS
907
Ameritas Advisory Services
Nebraska
$1.31M +$257K +1,738 +24%
TFS
908
TrustCore Financial Services
Tennessee
$1.31M +$148 +1 +0%
WTA
909
Washington Trust Advisors
Massachusetts
$1.31M -$167K -1,129 -11%
TFCM
910
Taylor Frigon Capital Management
Arizona
$1.3M -$35.6K -241 -3%
GG
911
Greenwood Gearhart
Arkansas
$1.29M -$2.96K -20 -0.2%
GWMIA
912
Global Wealth Management Investment Advisory
Florida
$1.29M +$46.2K +313 +4%
CFFP
913
Center for Financial Planning
Michigan
$1.29M – – –
AA
914
Argent Advisors
Louisiana
$1.29M -$152K -1,028 -11%
AG
915
Ascent Group
Virginia
$1.29M +$18.9K +128 +1%
LTI
916
Laffer Tengler Investments
Tennessee
$1.28M -$77.7K -526 -6%
NAM
917
NTV Asset Management
West Virginia
$1.28M – – –
QI
918
Qtron Investments
Massachusetts
$1.28M – – –
BFA
919
Beaumont Financial Advisors
Massachusetts
$1.28M -$18.5K -125 -1%
HCMG
920
Howard Capital Management Group
California
$1.27M – – –
RA
921
RFG Advisory
Alabama
$1.27M -$29.7K -166 -2%
ISL
922
Ingalls & Snyder LLC
New York
$1.27M -$148K -1,000 -10%
EGM
923
Engineers Gate Manager
New York
$1.27M -$1.51M -10,235 -54%
CBA
924
Coastal Bridge Advisors
Connecticut
$1.26M -$4.73K -32 -0.4%
WIC
925
Woodmont Investment Counsel
Tennessee
$1.26M -$887 -6 -0.1%
35 36
37
38 39