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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
1001
YHB Investment Advisors
Connecticut
$1.35M +$5.61K +30 +0.4%
MAA
1002
Mraz Amerine & Associates
California
$1.35M – – –
LDB
1003
Lee, Danner & Bass
Tennessee
$1.35M +$78.1K +418 +6%
AWM
1004
Apollon Wealth Management
South Carolina
$1.35M +$262K +1,402 +24%
EFS
1005
Essex Financial Services
Connecticut
$1.34M -$548K -2,930 -29%
JWCA
1006
J.W. Coons Advisors
Ohio
$1.34M -$491K -2,631 -27%
VST
1007
Van Strum & Towne
California
$1.34M +$18.7K +100 +1%
SWA
1008
SOA Wealth Advisors
New York
$1.33M +$3.55K +19 +0.3%
UAS
1009
United Asset Strategies
New York
$1.33M +$785K +4,198 +144%
SA
1010
Strategic Advisors
New York
$1.33M +$394K +2,105 +42%
PSB
1011
Piscataqua Savings Bank
New Hampshire
$1.32M -$80.2K -429 -6%
KW
1012
KWB Wealth
California
$1.32M – – –
TC
1013
Telemus Capital
Michigan
$1.32M +$109K +581 +9%
DBT
1014
Dubuque Bank & Trust
Iowa
$1.31M +$16.7K +89 +1%
ACM
1015
Ativo Capital Management
Illinois
$1.31M +$1.31M +7,011 New
AAS
1016
Ameritas Advisory Services
Nebraska
$1.3M +$56.1K +300 +5%
DPIM
1017
Duff & Phelps Investment Management
Illinois
$1.3M – – –
PP
1018
Patten & Patten
Tennessee
$1.3M -$33.7K -180 -3%
MOS
1019
MGO One Seven
Ohio
$1.3M -$6.36K -34 -0.5%
CT
1020
Coastline Trust
Rhode Island
$1.29M -$16.8K -90 -1%
BA
1021
Bridgewater Advisors
New York
$1.29M +$7.3K +39 +0.6%
CIA
1022
Citadel Investment Advisory
Ohio
$1.29M -$10.1K -54 -0.8%
GPFA
1023
Game Plan Financial Advisors
Ohio
$1.28M +$4.68K +25 +0.4%
VC
1024
Veracity Capital
Georgia
$1.28M -$6.17K -33 -0.5%
Carson Wealth (CWM LLC)
1025
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$315K +1,684 +33%
39 40
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