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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 %
LWANC
1076
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K +$148 +1 +0%
LWM
1077
Lyell Wealth Management
California
$849K -$1.03K -7 -0.1%
CMANY
1078
Capital Management Associates (New York)
New York
$845K +$42.3K +286 +5%
CA
1079
Crewe Advisors
Utah
$845K +$5.47K +37 +0.7%
CS
1080
Cannell & Spears
New York
$842K – – –
IA
1081
IFP Advisors
Florida
$842K -$115K -1,298 -12%
SA
1082
Strategic Advisors
New York
$840K -$113K -768 -12%
TWI
1083
Thomas White International
Illinois
$839K – – –
MA
1084
Mutual Advisors
Nebraska
$837K -$182K -1,234 -18%
RWM
1085
Ritholtz Wealth Management
New York
$833K -$217K -1,466 -21%
BTWM
1086
Baker Tilly Wealth Management
Wisconsin
$832K -$16.1K -109 -2%
FFM
1087
Forum Financial Management
Illinois
$826K +$15.2K +103 +2%
GWM
1088
Geneos Wealth Management
Colorado
$825K +$108K +730 +15%
BHBT
1089
Burke & Herbert Bank & Trust
Virginia
$824K -$3.69K -25 -0.4%
HVM
1090
Harvest Volatility Management
Connecticut
$822K -$177K -1,199 -18%
BHIA
1091
Birch Hill Investment Advisors
Massachusetts
$821K +$16.1K +109 +2%
DI
1092
Diligent Investors
California
$813K – – –
SIM
1093
Sentry Investment Management
Wisconsin
$812K +$140K +947 +21%
SF
1094
Symphony Financial
Texas
$808K +$34.3K +228 +4%
SIG
1095
Sargent Investment Group
Maryland
$803K +$127K +859 +19%
PC
1096
Pecaut & Co
Iowa
$802K -$124K -837 -13%
AWC
1097
Abundance Wealth Counselors
Pennsylvania
$800K +$13.3K +90 +2%
WMC
1098
Westwood Management Corporation
Illinois
$798K – – –
BAM
1099
Boyar Asset Management
New York
$797K -$14.8K -100 -2%
SWS
1100
SYSTM Wealth Solutions
Illinois
$790K +$790K +5,348 New
42 43
44
45 46