AXP icon

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 %
WIC
926
Woodmont Investment Counsel
Tennessee
$1.15M +$27.1K +201 +2%
PAM
927
Palisade Asset Management
Minnesota
$1.15M -$26.7K -198 -2%
WSFS
928
Wilmington Savings Fund Society
Delaware
$1.15M +$26.7K +198 +2%
SFO
929
Stokes Family Office
Louisiana
$1.14M -$9.31K -69 -0.8%
IAMOG
930
Investors Asset Management of Georgia
Georgia
$1.14M +$59.4K +440 +6%
GWMIA
931
Global Wealth Management Investment Advisory
Florida
$1.14M +$699K +5,180 +159%
WC
932
Woodstock Corp
Massachusetts
$1.13M -$84.6K -627 -7%
CB
933
Community Bank
New York
$1.13M -$12.5K -93 -1%
GC
934
Grimes & Company
Massachusetts
$1.13M +$15.1K +112 +1%
FRM
935
Fox Run Management
Connecticut
$1.13M +$1.13M +8,336 New
MWM
936
Mission Wealth Management
California
$1.12M -$20.5K -152 -2%
ANB
937
Amarillo National Bank
Texas
$1.12M – – –
MSAM
938
Moloney Securities Asset Management
Missouri
$1.12M -$20.1K -149 -2%
OPCM
939
Osborne Partners Capital Management
California
$1.12M +$1.75K +13 +0.2%
BCM
940
Boltwood Capital Management
California
$1.12M -$6.75K -50 -0.6%
Bank Julius Baer & Co
941
Bank Julius Baer & Co
Switzerland
$1.11M -$552K -4,092 -33%
QCM
942
Quantinno Capital Management
New York
$1.11M +$139K +1,032 +14%
EM
943
Excalibur Management
Massachusetts
$1.11M – – –
OPPTF
944
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.11M +$13.1K +94 +1%
5L
945
55I LLC
Massachusetts
$1.11M +$809K +5,995 +269%
OWP
946
Obermeyer Wealth Partners
Colorado
$1.11M – – –
VI
947
Versor Investments
New York
$1.11M +$116K +859 +12%
AIC
948
Argus Investors Counsel
New York
$1.11M -$391K -2,900 -26%
FNBT
949
FineMark National Bank & Trust
Florida
$1.11M +$42.9K +318 +4%
TSS
950
Two Sigma Securities
New York
$1.1M +$895K +6,635 +428%
36 37
38
39 40