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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
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
76
GAMCO Investors
Connecticut
$112M -$3.78M -27,992 -3%
WIM
77
Waverton Investment Management
United Kingdom
$110M +$12.9M +95,805 +13%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$104M -$26.5M -196,192 -20%
Citigroup
79
Citigroup
New York
$104M +$8.29M +61,456 +9%
DZ Bank
80
DZ Bank
Germany
$101M -$547M -4,054,973 -84%
AllianceBernstein
81
AllianceBernstein
Tennessee
$101M +$491K +3,636 +0.5%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$101M -$141M -1,034,496 -58%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$97.5M +$73.7M +546,438 +310%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$97M +$12M +88,714 +14%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$96.2M -$1.49M -11,019 -2%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$95.8M +$6.53M +48,427 +7%
Two Sigma Investments
87
Two Sigma Investments
New York
$95.5M -$21.6M -160,340 -18%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$95.4M +$15.8M +116,833 +20%
Principal Financial Group
89
Principal Financial Group
Iowa
$95.2M -$5.07M -37,557 -5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$94.7M -$862K -6,392 -0.9%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$94.2M -$166K -1,232 -0.2%
Macquarie Group
92
Macquarie Group
Australia
$93.7M -$12.4M -92,192 -12%
DLA
93
Douglas Lane & Associates
New York
$92.8M -$170K -1,261 -0.2%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$91.4M +$2.25M +16,669 +3%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$89.6M +$39.3M +291,666 +78%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$87.7M -$11.5M -85,222 -12%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$87.5M -$74.3M -550,385 -46%
Parnassus Investments
98
Parnassus Investments
California
$86.7M – – –
VOYA Investment Management
99
VOYA Investment Management
Georgia
$84.9M +$44.1M +326,873 +108%
RL
100
Ruffer LLP
United Kingdom
$83.7M -$46.8M -328,952 -36%
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4
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