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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
1101
HNP Capital
New York
$1.03M -$73.1K -391 -7%
QIM
1102
Quantitative Investment Management
Virginia
$1.02M +$1.02M +5,475 New
CGL
1103
Clarius Group LLC
Washington
$1.02M – – –
CMANY
1104
Capital Management Associates (New York)
New York
$1.01M -$17.9K -96 -2%
VWM
1105
Venturi Wealth Management
Texas
$1.01M -$196K -1,047 -16%
CA
1106
Crewe Advisors
Utah
$1.01M +$828K +4,429 +454%
WMC
1107
Westwood Management Corporation
Illinois
$1.01M – – –
BJL
1108
Brighton Jones LLC
Washington
$1M +$56.5K +302 +6%
RMC
1109
Resources Management Corp
Connecticut
$1M -$2.81K -15 -0.3%
WG
1110
Winton Group
United Kingdom
$1M +$204K +1,091 +26%
SEC
1111
Seven Eight Capital
New York
$999K +$999K +5,342 New
WA
1112
Wealth Alliance
New York
$998K -$29K -155 -3%
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$996K +$70.3K +376 +8%
UFF
1114
USA Financial Formulas
Michigan
$996K +$995K +5,325 +177,500%
MCM
1115
Manchester Capital Management
Vermont
$994K -$40.2K -215 -4%
PWP
1116
Principle Wealth Partners
Connecticut
$994K +$93.4K +500 +10%
LCM
1117
Lewis Capital Management
California
$991K +$187 +1 +0%
CA
1118
Continuum Advisory
Idaho
$988K +$662K +3,790 +203%
SBL
1119
Sargent Bickham Lagudis
Colorado
$985K -$56.3K -301 -5%
FMAEN1
1120
Fund Management at Engine No 1
California
$974K +$974K +5,208 New
WP
1121
WealthSource Partners
California
$970K +$14.8K +79 +2%
EIM
1122
Ervin Investment Management
Washington
$961K – – –
PPWM
1123
Paragon Private Wealth Management
Kentucky
$959K +$167K +998 +21%
DW
1124
Domani Wealth
Pennsylvania
$957K -$4.67K -25 -0.5%
LCM
1125
Leisure Capital Management
California
$957K +$8.41K +45 +0.9%
43 44
45
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