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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMG
926
Howard Capital Management Group
California
$1.61M -$35.7K -191 -2%
EHC
927
Everett Harris & Co
California
$1.6M – – –
BB
928
Berkshire Bank
Massachusetts
$1.6M +$229K +1,225 +17%
SGI
929
Summit Global Investments
Utah
$1.59M +$1.29M +6,888 +422%
SFA
930
Sequoia Financial Advisors
Ohio
$1.59M +$290K +1,549 +22%
CBA
931
Coastal Bridge Advisors
Connecticut
$1.59M +$1.31K +7 +0.1%
BCM
932
Boltwood Capital Management
California
$1.59M -$76.5K -409 -5%
BRC
933
Bell Rock Capital
Delaware
$1.58M -$626K -3,568 -28%
CB
934
Community Bank
New York
$1.58M -$15.3K -82 -1%
QI
935
Qtron Investments
Massachusetts
$1.58M +$313K +1,672 +25%
FNBT
936
FineMark National Bank & Trust
Florida
$1.58M +$17.8K +95 +1%
MFW
937
Meristem Family Wealth
Minnesota
$1.57M -$166K -885 -10%
ST
938
Smithfield Trust
Pennsylvania
$1.57M +$101K +538 +7%
ANRIA
939
American National Registered Investment Advisor
Texas
$1.56M -$60.6K -324 -4%
MSAM
940
Moloney Securities Asset Management
Missouri
$1.56M +$56.1K +300 +4%
JWCA
941
J.W. Cole Advisors
Florida
$1.56M +$196K +1,049 +14%
ANB
942
Amarillo National Bank
Texas
$1.56M – – –
AWC
943
Abundance Wealth Counselors
Pennsylvania
$1.55M -$44.3K -237 -3%
GC
944
Grimes & Company
Massachusetts
$1.55M -$374 -2 -0%
EW
945
Evoke Wealth
California
$1.55M +$14.6K +78 +1%
FCFS
946
First Command Financial Services
Texas
$1.55M +$1.16M +6,204 +301%
FCB
947
First Command Bank
Texas
$1.55M +$1.16M +6,204 +301%
EM
948
Excalibur Management
Massachusetts
$1.54M -$29.4K -157 -2%
OWP
949
Obermeyer Wealth Partners
Colorado
$1.54M – – –
CWM
950
C2C Wealth Management
Arizona
$1.54M -$10.4K -55 -0.7%
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