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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 %
PWP
1051
Principle Wealth Partners
Connecticut
$940K – – –
WP
1052
WealthSource Partners
California
$933K +$75.9K +514 +9%
PGWM
1053
Parisi Gray Wealth Management
New Jersey
$928K +$3.1K +21 +0.3%
LC
1054
Lavaca Capital
Texas
$928K -$79.8K -540 -8%
BB
1055
Busey Bank
Illinois
$925K -$1.71M -11,594 -65%
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$924K -$75.1K -508 -8%
BCM
1057
Becker Capital Management
Oregon
$914K – – –
SAG
1058
SageView Advisory Group
California
$913K +$913K +6,177 New
WA
1059
WealthTrust Axiom
Pennsylvania
$909K -$148 -1 -0%
DBT
1060
Dubuque Bank & Trust
Iowa
$907K +$47.9K +324 +6%
DAM
1061
Derbend Asset Management
Georgia
$902K -$45.8K -310 -5%
KAM
1062
Knightsbridge Asset Management
California
$897K +$82.5K +558 +10%
PFO
1063
PMC FIG Opportunities
Israel
$887K -$148K -1,000 -14%
AF
1064
Ally Financial
Michigan
$887K – – –
WC
1065
Weil Company
California
$887K – – –
FWCM
1066
Ferguson Wellman Capital Management
Oregon
$886K +$366K +2,480 +71%
KCM
1067
KRS Capital Management
Michigan
$879K +$51.7K +350 +6%
FNBOSM
1068
First National Bank of South Miami
Florida
$878K -$19.8K -134 -2%
CPG
1069
Cornerstone Planning Group
New Jersey
$874K +$874K +5,951 New
TW
1070
TrinityPoint Wealth
Connecticut
$861K +$5.02K +34 +0.6%
EIP
1071
Ellis Investment Partners
Pennsylvania
$860K +$1.92K +13 +0.2%
ST
1072
Spinnaker Trust
Maine
$860K -$82.3K -557 -9%
CI
1073
Conning Inc
Connecticut
$856K -$3.25K -22 -0.4%
WW
1074
Waterfront Wealth
Kansas
$855K +$54.6K +317 +7%
HWP
1075
Highline Wealth Partners
California
$853K – – –
41 42
43
44 45