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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 %
AIP
976
Ameritas Investment Partners
Nebraska
$1.14M -$27.1K -176 -2%
SIA
977
SkyView Investment Advisors
New Jersey
$1.13M -$10.9K -74 -1%
ABC
978
Associated Banc-Corp
Wisconsin
$1.13M -$17.9K -121 -2%
CF
979
Centaurus Financial
California
$1.13M +$880K +5,957 +351%
AT
980
Arden Trust
Delaware
$1.13M -$77K -521 -6%
BCMO
981
Buckingham Capital Management (Ohio)
Ohio
$1.12M +$1.12M +7,555 New
AI
982
AXS Investments
New York
$1.11M +$115K +780 +12%
BL
983
Balentine LLC
Georgia
$1.11M +$138K +937 +14%
CI
984
Cigna Investments
Connecticut
$1.11M +$1.48K +10 +0.1%
EFS
985
Essex Financial Services
Connecticut
$1.1M +$23.9K +162 +2%
WKWM
986
Walter & Keenan Wealth Management
Indiana
$1.1M – – –
JIC
987
Joel Isaacson & Co
New York
$1.1M -$31.9K -216 -3%
CWM
988
Chesapeake Wealth Management
Virginia
$1.1M +$34.4K +233 +3%
IHL
989
Investment House LLC
California
$1.09M +$5.91K +40 +0.5%
NERM
990
New England Research & Management
Illinois
$1.09M -$38.4K -260 -3%
MME
991
Meag Munich Ergo
Germany
$1.09M – – –
STC
992
Sarah T. Connolly
$1.08M – – –
BFG
993
Beacon Financial Group
Texas
$1.08M -$14.5K -98 -1%
AAM
994
Auxier Asset Management
Oregon
$1.07M -$2.22K -15 -0.2%
IA
995
Insight Advisors
Pennsylvania
$1.07M -$43.5K -296 -4%
AWM
996
Apollon Wealth Management
South Carolina
$1.07M +$129K +874 +14%
LDB
997
Lee, Danner & Bass
Tennessee
$1.07M – – –
BS
998
Boenning & Scattergood
Pennsylvania
$1.06M -$54.4K -291 -5%
CGL
999
Clarius Group LLC
Washington
$1.06M +$43.8K +296 +4%
FPCP
1000
Fort Point Capital Partners
California
$1.06M – – –
38 39
40
41 42