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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 %
TIM
951
Triad Investment Management
California
$1.2M – – –
ECM
952
Evergreen Capital Management
Washington
$1.2M +$123K +834 +11%
AR
953
Advisory Research
Illinois
$1.19M – – –
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$1.18M -$3.55K -24 -0.3%
UHC
955
Union Heritage Capital
Michigan
$1.18M – – –
TSS
956
Two Sigma Securities
New York
$1.18M -$28.4K -192 -2%
KW
957
KWB Wealth
California
$1.18M -$98.4K -666 -8%
CWM
958
C2C Wealth Management
Arizona
$1.18M -$11.5K -78 -1%
WSFS
959
Wilmington Savings Fund Society
Delaware
$1.18M -$79.9K -541 -6%
DWM
960
Dakota Wealth Management
Florida
$1.17M -$28.2K -191 -2%
KS
961
Karpas Strategies
Connecticut
$1.17M -$10.3K -70 -0.9%
IP
962
Intellectus Partners
California
$1.17M +$185K +1,250 +19%
VT
963
Vise Technologies
New York
$1.17M +$248K +1,679 +27%
OWP
964
Obermeyer Wealth Partners
Colorado
$1.17M -$47.6K -322 -4%
BAM
965
Belpointe Asset Management
Nevada
$1.16M -$383K -2,591 -25%
EW
966
Evoke Wealth
California
$1.16M -$30.3K -205 -3%
CB
967
Cadence Bank
Mississippi
$1.15M +$591 +4 +0.1%
ST
968
Smithfield Trust
Pennsylvania
$1.15M -$42.4K -288 -4%
MAM
969
Morse Asset Management
Connecticut
$1.15M -$153K -1,035 -12%
BIC
970
Beach Investment Counsel
Pennsylvania
$1.14M – – –
MFG
971
Merit Financial Group
Georgia
$1.14M +$72.5K +491 +7%
WA
972
Wealth Advisors
California
$1.14M – – –
BOH
973
Bank of Hawaii
Hawaii
$1.14M +$86.6K +586 +8%
P
974
Pitcairn
Pennsylvania
$1.14M +$15.5K +105 +1%
VCAM
975
Van Cleef Asset Management
Ohio
$1.14M +$2.96K +20 +0.3%
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