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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 %
LCS
1051
Levin Capital Strategies
New York
$886K +$202K +1,500 +30%
DPIM
1052
Duff & Phelps Investment Management
Illinois
$884K -$53.9K -400 -6%
SCM
1053
Shelton Capital Management
Colorado
$882K -$9.72K -72 -1%
SA
1054
Strategic Advisors
New York
$870K -$69.7K -517 -7%
DAM
1055
Derbend Asset Management
Georgia
$865K +$405 +3 +0%
WG
1056
Winton Group
United Kingdom
$865K +$250K +1,854 +41%
ST
1057
Spinnaker Trust
Maine
$860K -$16.2K -120 -2%
AWM
1058
Apollon Wealth Management
South Carolina
$857K -$7.02K -52 -0.8%
SCI
1059
S&CO Inc
Massachusetts
$849K – – –
SSG
1060
Summit Securities Group
New York
$848K +$58.4K +433 +7%
PGWM
1061
Parisi Gray Wealth Management
New Jersey
$845K +$2.7K +20 +0.3%
PC
1062
Pecaut & Co
Iowa
$845K +$108K +797 +15%
OR
1063
Olympiad Research
Connecticut
$842K +$109K +810 +15%
VT
1064
Vise Technologies
New York
$840K +$122K +907 +17%
BCM
1065
Becker Capital Management
Oregon
$835K – – –
WA
1066
WealthTrust Axiom
Pennsylvania
$830K – – –
S
1067
Seeyond
France
$828K -$30.1K -223 -4%
TPW
1068
Transatlantique Private Wealth
New York
$825K – – –
DWM
1069
Doyle Wealth Management
Florida
$822K +$1.48K +11 +0.2%
FNBOSM
1070
First National Bank of South Miami
Florida
$820K -$47K -348 -5%
GIA
1071
Guyasuta Investment Advisors
Pennsylvania
$817K – – –
KWILP
1072
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K – – –
AF
1073
Ally Financial
Michigan
$809K – – –
WC
1074
Weil Company
California
$809K – – –
BS
1075
Boenning & Scattergood
Pennsylvania
$805K +$42K +311 +5%
41 42
43
44 45