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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 %
AWA
1026
Aaron Wealth Advisors
Illinois
$1.27M +$1.27M +238,051 New
SBH
1027
Segall Bryant & Hamill
Illinois
$1.27M -$49.8K -266 -4%
IWP
1028
Icon Wealth Partners
Texas
$1.27M +$1.27M +6,767 New
CSPIA
1029
Cary Street Partners Investment Advisory
Virginia
$1.26M -$560K -2,995 -31%
WA
1030
Wealth Advisors
California
$1.26M +$748K +4,000 +147%
APW
1031
Aurora Private Wealth
New Jersey
$1.25M – – –
SCA
1032
Snowden Capital Advisors
New York
$1.24M +$903K +4,828 +265%
GIA
1033
Gladstone Institutional Advisory
Florida
$1.24M +$190K +1,017 +18%
CCA
1034
Checchi Capital Advisers
California
$1.23M +$45.6K +244 +4%
TCM
1035
Teza Capital Management
Illinois
$1.23M +$641K +3,429 +110%
CI
1036
Conning Inc
Connecticut
$1.22M -$42.3K -226 -3%
LWAM
1037
Legacy Wealth Asset Management
Minnesota
$1.22M -$4.11K -22 -0.3%
RA
1038
RFG Advisory
Alabama
$1.21M -$380K -2,031 -24%
BOH
1039
Bank of Hawaii
Hawaii
$1.21M -$3.55K -19 -0.3%
TPA
1040
Trivium Point Advisory
Connecticut
$1.21M +$1.21M +6,576 New
SCI
1041
Stableford Capital II
Arizona
$1.21M +$1.28K +7 +0.1%
TAM
1042
Trust Asset Management
Texas
$1.21M +$14K +75 +1%
GW
1043
GW & Wade
Massachusetts
$1.21M +$24.9K +133 +2%
AF
1044
Advisornet Financial
Minnesota
$1.2M +$310K +1,659 +35%
IIA
1045
IPG Investment Advisors
California
$1.2M +$580K +3,100 +93%
CWP
1046
Capital Wealth Planning
Florida
$1.2M -$49.6K -265 -4%
FNBOSM
1047
First National Bank of South Miami
Florida
$1.19M +$62.3K +333 +6%
SP
1048
Symmetry Partners
Connecticut
$1.19M – – –
ML
1049
McAdam LLC
Pennsylvania
$1.18M +$1.12K +6 +0.1%
SCI
1050
S&CO Inc
Massachusetts
$1.18M +$74.8K +400 +7%
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42
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