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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 %
BOH
1001
Bank of Hawaii
Hawaii
$962K +$153K +1,132 +19%
GW
1002
GW & Wade
Massachusetts
$960K +$3.91K +29 +0.4%
AAS
1003
Ameritas Advisory Services
Nebraska
$960K +$20.9K +155 +2%
PP
1004
Patten & Patten
Tennessee
$960K +$23.4K +173 +2%
YIA
1005
YHB Investment Advisors
Connecticut
$959K -$13.5K -100 -1%
MAA
1006
Mraz Amerine & Associates
California
$959K – – –
RWM
1007
Ritholtz Wealth Management
New York
$959K +$314K +2,326 +49%
FCFS
1008
First Command Financial Services
Texas
$957K -$66.9K -496 -7%
FCB
1009
First Command Bank
Texas
$957K -$66.9K -496 -7%
CA
1010
Continuum Advisory
Idaho
$956K +$39.5K +293 +4%
IA
1011
IFP Advisors
Florida
$956K +$106K +1,201 +12%
BAM
1012
Blueshift Asset Management
New Jersey
$954K +$954K +7,071 New
GAM
1013
Gotham Asset Management
New York
$950K -$349K -2,589 -27%
PFO
1014
PMC FIG Opportunities
Israel
$944K -$135K -1,000 -13%
TPA
1015
Trivium Point Advisory
Connecticut
$944K +$44.1K +310 +5%
LC
1016
Lavaca Capital
Texas
$936K -$245K -1,785 -21%
CT
1017
Coastline Trust
Rhode Island
$936K +$4.05K +30 +0.4%
CCA
1018
Checchi Capital Advisers
California
$932K -$6.07K -45 -0.6%
HVM
1019
Harvest Volatility Management
Connecticut
$932K +$50.2K +364 +6%
TAM
1020
Trust Asset Management
Texas
$932K +$60.3K +447 +7%
PSB
1021
Piscataqua Savings Bank
New Hampshire
$931K -$15.1K -112 -2%
SWA
1022
SOA Wealth Advisors
New York
$931K +$7.42K +55 +0.8%
MA
1023
Mutual Advisors
Nebraska
$931K +$97.1K +720 +12%
UH
1024
Unigestion Holding
Switzerland
$929K -$31.4K -228 -3%
CGL
1025
Clarius Group LLC
Washington
$929K -$13.4K -99 -1%
39 40
41
42 43