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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 %
MHS
1126
M Holdings Securities
Oregon
$688K -$112K -834 -14%
WANY
1127
Wealthspire Advisors (New York)
New York
$688K +$149K +1,108 +28%
SAM
1128
S.A. Mason
Michigan
$681K -$6.61K -49 -1%
WT
1129
Washington Trust
Rhode Island
$681K – – –
SS
1130
Simplicity Solutions
Minnesota
$681K +$52.4K +389 +8%
LCM
1131
Leisure Capital Management
California
$680K +$6.2K +46 +0.9%
RCC
1132
Red Cedar Capital
Nebraska
$677K – – –
GC
1133
Garde Capital
Washington
$676K – – –
SOAMC
1134
Spirit of America Management Corp
New York
$675K – – –
BWM
1135
BigSur Wealth Management
Florida
$675K – – –
MFS
1136
Monetta Financial Services
Illinois
$675K +$135K +1,000 +25%
KFP
1137
KB Financial Partners
New Jersey
$672K +$101K +747 +18%
BJL
1138
Brighton Jones LLC
Washington
$670K -$49.4K -366 -7%
AL
1139
Aspiriant LLC
California
$670K +$38.3K +284 +6%
NWM
1140
Northcape Wealth Management
New York
$669K -$5.53K -41 -0.8%
PG
1141
Pendal Group
Australia
$668K +$668K +4,953 New
DW
1142
Domani Wealth
Pennsylvania
$666K – – –
SRC
1143
Sage Rhino Capital
California
$665K -$13.3K -99 -2%
FCI
1144
Financial Counselors Inc
Kansas
$657K -$164K -1,216 -20%
PFBT
1145
Parkside Financial Bank & Trust
Missouri
$657K -$56.3K -417 -8%
GWM
1146
Geneos Wealth Management
Colorado
$655K -$1.17M -8,652 -64%
PIM
1147
Profit Investment Management
Maryland
$655K – – –
PK
1148
Pflug Koory
Nebraska
$652K -$13.5K -100 -2%
SIG
1149
Sargent Investment Group
Maryland
$652K -$3.28K -23 -0.5%
WA
1150
Wealth Alliance
New York
$651K +$23.9K +177 +4%
44 45
46
47 48