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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 %
AT
951
Arden Trust
Delaware
$1.1M -$174K -1,293 -14%
TIM
952
Triad Investment Management
California
$1.1M – – –
DWM
953
Dakota Wealth Management
Florida
$1.1M -$46.6K -346 -4%
RA
954
RFG Advisory
Alabama
$1.09M +$52.2K +348 +5%
ST
955
Smithfield Trust
Pennsylvania
$1.09M -$29.6K -220 -3%
EW
956
Evoke Wealth
California
$1.09M -$35.3K -262 -3%
FTDI
957
First Trust Direct Indexing
Massachusetts
$1.09M -$274K -2,031 -20%
AR
958
Advisory Research
Illinois
$1.09M -$8.91K -66 -0.8%
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$1.08M -$96.4K -715 -8%
UHC
960
Union Heritage Capital
Michigan
$1.08M – – –
KS
961
Karpas Strategies
Connecticut
$1.08M +$809 +6 +0.1%
TI
962
Tidal Investments
Wisconsin
$1.07M -$2.66M -19,709 -71%
CB
963
Cadence Bank
Mississippi
$1.05M +$554K +4,105 +111%
UAS
964
United Asset Strategies
New York
$1.05M +$4.18K +31 +0.4%
ABC
965
Associated Banc-Corp
Wisconsin
$1.05M -$27K -200 -3%
GIA
966
Gateway Investment Advisers
Ohio
$1.05M -$310K -2,296 -23%
SIA
967
SkyView Investment Advisors
New Jersey
$1.05M -$203K -1,503 -16%
TCOT
968
Trust Company of Toledo
Ohio
$1.04M – – –
BIC
969
Beach Investment Counsel
Pennsylvania
$1.04M – – –
EF
970
Empowered Funds
Pennsylvania
$1.04M +$56.8K +421 +6%
WA
971
Wealth Advisors
California
$1.04M – – –
VRS
972
Virginia Retirement Systems
Virginia
$1.04M +$1.04M +7,700 New
VCAM
973
Van Cleef Asset Management
Ohio
$1.04M +$10.9K +81 +1%
JIC
974
Joel Isaacson & Co
New York
$1.03M +$12.4K +92 +1%
NERM
975
New England Research & Management
Illinois
$1.03M -$34.4K -255 -3%
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