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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 %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$741K +$21.3K +144 +3%
MFS
1127
Monetta Financial Services
Illinois
$739K – – –
SOAMC
1128
Spirit of America Management Corp
New York
$739K – – –
OGC
1129
One68 Global Capital
New York
$739K +$739K +5,000 New
SRC
1130
Sage Rhino Capital
California
$739K +$9.9K +67 +1%
FIA
1131
Foundations Investment Advisors
Arizona
$738K +$318K +2,154 +76%
KFP
1132
KB Financial Partners
New Jersey
$735K -$591 -4 -0.1%
WPW
1133
Waldron Private Wealth
Pennsylvania
$734K – – –
DW
1134
Domani Wealth
Pennsylvania
$730K – – –
WT
1135
Washington Trust
Rhode Island
$730K -$16.1K -109 -2%
BFM
1136
Boston Financial Management
Massachusetts
$727K -$102K -687 -12%
PIM
1137
Profit Investment Management
Maryland
$717K – – –
FLPIM
1138
F.L. Putnam Investment Management
Massachusetts
$716K +$44.6K +302 +7%
MHS
1139
M Holdings Securities
Oregon
$716K -$37.5K -254 -5%
BAM
1140
Byrne Asset Management
New Jersey
$715K +$32.8K +222 +5%
WCM
1141
Wisconsin Capital Management
Wisconsin
$714K -$3.12M -21,085 -81%
PK
1142
Pflug Koory
Nebraska
$714K – – –
CWS
1143
Confluence Wealth Services
Pennsylvania
$712K +$26.6K +180 +4%
AF
1144
Allworth Financial
California
$712K +$73.6K +498 +12%
Koshinski Asset Management
1145
Koshinski Asset Management
Illinois
$712K +$712K +4,820 New
TCM
1146
Twin Capital Management
Pennsylvania
$711K +$162K +1,097 +30%
BTI
1147
Blue Trust Inc
Georgia
$707K +$320K +2,372 +83%
NP
1148
NorthRock Partners
Minnesota
$706K +$227K +1,536 +47%
SFG
1149
Sather Financial Group
Texas
$704K +$704K +4,765 New
CCMT
1150
CMT Capital Markets Trading
Germany
$702K +$185K +1,250 +36%
44 45
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