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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 %
CIA
1026
Citadel Investment Advisory
Ohio
$929K – – –
PPWM
1027
Paragon Private Wealth Management
Kentucky
$929K +$65K +442 +8%
SCI
1028
Stableford Capital II
Arizona
$928K -$2.24K -16 -0.2%
BWM
1029
BNC Wealth Management
Oregon
$926K -$61.7K -457 -6%
VC
1030
Veracity Capital
Georgia
$922K +$6.07K +45 +0.7%
SAM
1031
Strategy Asset Managers
California
$922K +$646K +4,786 +234%
FHA
1032
Flagship Harbor Advisors
Massachusetts
$921K +$155K +1,148 +20%
BRC
1033
Bell Rock Capital
Delaware
$921K +$921K +6,825 New
SP
1034
Symmetry Partners
Connecticut
$920K +$63K +467 +7%
ML
1035
McAdam LLC
Pennsylvania
$914K +$4.32K +32 +0.5%
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K -$238K -1,762 -21%
AI
1037
AXS Investments
New York
$911K -$302K -2,240 -25%
SBH
1038
Segall Bryant & Hamill
Illinois
$908K -$3.64K -27 -0.4%
AFA
1039
Abacus FCF Advisors
Florida
$907K -$46.3K -343 -5%
HI
1040
Harbour Investments
Wisconsin
$907K – – –
LNB
1041
Ledyard National Bank
$907K – – –
IWA
1042
Icon Wealth Advisors
Texas
$902K +$902K +6,689 New
GIA
1043
Gladstone Institutional Advisory
Florida
$901K -$144K -1,067 -14%
IP
1044
Intellectus Partners
California
$899K +$185K +1,374 +26%
APW
1045
Aurora Private Wealth
New Jersey
$898K -$16.9K -125 -2%
CCIA
1046
Campbell & Co Investment Adviser
Maryland
$898K +$630K +4,668 +235%
MFG
1047
Monte Financial Group
Connecticut
$890K +$13.5K +100 +2%
SAIG
1048
Semper Augustus Investments Group
Colorado
$889K -$1.87M -13,858 -68%
HFM
1049
Harvest Fund Management
China
$887K +$43.9K +325 +5%
BL
1050
Balentine LLC
Georgia
$887K +$278K +2,063 +46%
40 41
42
43 44