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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 %
P
976
Pitcairn
Pennsylvania
$1.03M +$46K +341 +5%
SW
977
SteelPeak Wealth
California
$1.03M +$231K +1,714 +29%
IA
978
Insight Advisors
Pennsylvania
$1.02M +$6.07K +45 +0.6%
AIP
979
Ameritas Investment Partners
Nebraska
$1.02M -$33.8K -251 -3%
BBL
980
Beck Bode LLC
Massachusetts
$1.02M -$175K -1,299 -15%
BFG
981
Beacon Financial Group
Texas
$1.02M +$30.6K +222 +3%
GPFA
982
Game Plan Financial Advisors
Ohio
$1.01M -$114K -843 -10%
CI
983
Cigna Investments
Connecticut
$1.01M -$52.7K -391 -5%
ARMT
984
Amica Retiree Medical Trust
Rhode Island
$1.01M +$87.2K +646 +9%
CAG
985
Crestwood Advisors Group
Massachusetts
$1.01M -$3.37K -25 -0.3%
TC
986
Telemus Capital
Michigan
$1.01M +$67.5K +500 +7%
WKWM
987
Walter & Keenan Wealth Management
Indiana
$1.01M +$945 +7 +0.1%
LWP
988
Lumature Wealth Partners
Georgia
$998K +$14.6K +108 +1%
MME
989
Meag Munich Ergo
Germany
$996K – – –
IHL
990
Investment House LLC
California
$991K +$2.7K +20 +0.3%
PCS
991
Personal CFO Solutions
New Jersey
$991K +$172K +1,275 +21%
EFS
992
Essex Financial Services
Connecticut
$987K -$65.1K -482 -6%
STC
993
Sarah T. Connolly
$983K -$12.1K -90 -1%
AAM
994
Auxier Asset Management
Oregon
$983K – – –
ECM
995
Evergreen Capital Management
Washington
$982K +$93.2K +691 +10%
MFG
996
Merit Financial Group
Georgia
$977K +$3.78K +28 +0.4%
LDB
997
Lee, Danner & Bass
Tennessee
$973K – – –
CWM
998
Chesapeake Wealth Management
Virginia
$970K +$274K +2,028 +39%
FPCP
999
Fort Point Capital Partners
California
$968K -$41.4K -307 -4%
VST
1000
Van Strum & Towne
California
$966K – – –
38 39
40
41 42