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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 %
WA
1101
Wealth Alliance
New York
$787K +$73.9K +500 +10%
OPS
1102
Orion Portfolio Solutions
Nebraska
$783K +$229K +1,550 +41%
OFS
1103
Oldfather Financial Services
Nebraska
$782K -$9.46K -64 -1%
GRP
1104
Global Retirement Partners
California
$779K +$22.6K +153 +3%
LCM
1105
Lewis Capital Management
California
$779K – – –
IP
1106
Ignite Planners
California
$778K +$778K +4,516 New
SBL
1107
Sargent Bickham Lagudis
Colorado
$774K – – –
WCM
1108
Weik Capital Management
Pennsylvania
$771K -$16.3K -110 -2%
LRPA
1109
L. Roy Papp & Associates
Arizona
$771K – – –
AL
1110
Aspiriant LLC
California
$769K +$35.5K +240 +5%
RCM
1111
Radnor Capital Management
Pennsylvania
$769K +$23.6K +150 +3%
SS
1112
Simplicity Solutions
Minnesota
$768K +$21.7K +147 +3%
VRM
1113
Vectors Research Management
New York
$765K – – –
HC
1114
HNP Capital
New York
$765K – – –
BFC
1115
Bedel Financial Consulting
Indiana
$762K +$33.5K +227 +5%
NB
1116
NBT Bank
New York
$762K -$43K -291 -5%
RMC
1117
Resources Management Corp
Connecticut
$761K -$29.6K -200 -4%
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$760K +$103K +696 +16%
STA
1119
Summit Trail Advisors
New York
$759K +$117K +795 +18%
LA
1120
LVW Advisors
New York
$757K -$1.92K -13 -0.3%
FCI
1121
Financial Counselors Inc
Kansas
$756K +$36.9K +250 +5%
SAM
1122
S.A. Mason
Michigan
$746K +$148 +1 +0%
LCM
1123
Leisure Capital Management
California
$743K -$1.77K -12 -0.2%
GC
1124
Garde Capital
Washington
$741K – – –
RCC
1125
Red Cedar Capital
Nebraska
$741K – – –
43 44
45
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