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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 %
HT
1001
HighTower Trust
Texas
$1.06M +$606K +4,207 +134%
VC
1002
Veracity Capital
Georgia
$1.06M +$46.2K +313 +5%
VST
1003
Van Strum & Towne
California
$1.05M -$3.69K -25 -0.3%
YIA
1004
YHB Investment Advisors
Connecticut
$1.05M – – –
TC
1005
Telemus Capital
Michigan
$1.05M -$73.4K -489 -7%
MAA
1006
Mraz Amerine & Associates
California
$1.05M -$4.43K -30 -0.4%
TPW
1007
Transatlantique Private Wealth
New York
$1.05M +$151K +1,029 +17%
ML
1008
McAdam LLC
Pennsylvania
$1.03M -$78.2K -478 -7%
BC
1009
Bridgefront Capital
Texas
$1.03M +$1.03M +6,971 New
MFG
1010
Monte Financial Group
Connecticut
$1.03M +$50.1K +339 +5%
CA
1011
Continuum Advisory
Idaho
$1.02M -$22.8K -154 -2%
SWA
1012
SOA Wealth Advisors
New York
$1.02M +$1.77K +12 +0.2%
TAM
1013
Trust Asset Management
Texas
$1.02M – – –
CWP
1014
Capital Wealth Planning
Florida
$1.02M -$270K -1,830 -21%
GW
1015
GW & Wade
Massachusetts
$1.02M -$34K -230 -3%
CIA
1016
Citadel Investment Advisory
Ohio
$1.02M – – –
PSB
1017
Piscataqua Savings Bank
New Hampshire
$1.02M -$3.55K -24 -0.3%
WANY
1018
Wealthspire Advisors (New York)
New York
$1.01M +$258K +1,746 +34%
SAM
1019
Strategy Asset Managers
California
$1.01M +$591 +4 +0.1%
FHA
1020
Flagship Harbor Advisors
Massachusetts
$1.01M -$1.63K -11 -0.2%
SP
1021
Symmetry Partners
Connecticut
$1.01M – – –
SCP
1022
Stamos Capital Partners
California
$1M -$3.84M -26,010 -79%
TPA
1023
Trivium Point Advisory
Connecticut
$1M +$7.66K +51 +0.8%
ORAM
1024
One River Asset Management
Connecticut
$1M +$1M +6,798 New
SBH
1025
Segall Bryant & Hamill
Illinois
$993K -$2.22K -15 -0.2%
39 40
41
42 43