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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 %
LA
1076
Lifeworks Advisors
Michigan
$798K -$38.4K -259 -5%
AF
1077
Advisornet Financial
Minnesota
$787K +$6.61K +49 +0.8%
CI
1078
Conning Inc
Connecticut
$785K -$92.3K -684 -11%
DBT
1079
Dubuque Bank & Trust
Iowa
$784K -$55.4K -411 -7%
WP
1080
WealthSource Partners
California
$783K +$86.8K +643 +12%
EIP
1081
Ellis Investment Partners
Pennsylvania
$783K +$114K +843 +17%
TW
1082
TrinityPoint Wealth
Connecticut
$782K -$1.41M -10,455 -64%
HWP
1083
Highline Wealth Partners
California
$779K +$779K +5,775 New
FMAEN1
1084
Fund Management at Engine No 1
California
$778K -$52.9K -392 -6%
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$778K +$135 +1 +0%
LWM
1086
Lyell Wealth Management
California
$776K -$7.82K -58 -1%
BTWM
1087
Baker Tilly Wealth Management
Wisconsin
$774K +$44.4K +329 +6%
PCM
1088
Prelude Capital Management
New York
$770K +$480K +3,558 +165%
CS
1089
Cannell & Spears
New York
$769K – – –
TWI
1090
Thomas White International
Illinois
$766K – – –
CA
1091
Crewe Advisors
Utah
$766K +$7.69K +57 +1%
SVWAG
1092
Sound View Wealth Advisors Group
Georgia
$762K +$216K +1,602 +40%
GRP
1093
Global Retirement Partners
California
$760K -$297 -2 -0%
BHBT
1094
Burke & Herbert Bank & Trust
Virginia
$756K – – –
BFM
1095
Boston Financial Management
Massachusetts
$756K +$9.57K +71 +1%
KCM
1096
KRS Capital Management
Michigan
$755K +$60.4K +448 +9%
IIA
1097
IPG Investment Advisors
California
$754K +$529K +3,924 +236%
KAM
1098
Knightsbridge Asset Management
California
$744K +$21.5K +159 +3%
SFA
1099
Sequoia Financial Advisors
Ohio
$743K -$280K -2,074 -27%
DI
1100
Diligent Investors
California
$742K +$121K +900 +20%
42 43
44
45 46