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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 %
HFM
1151
Hartford Funds Management
Pennsylvania
$702K +$430K +2,908 +158%
SW
1152
SteelPeak Wealth
California
$701K -$421K -2,851 -38%
TCM
1153
Tufton Capital Management
Maryland
$700K – – –
DA
1154
Dover Advisors
Virginia
$697K +$697K +4,716 New
LCM
1155
Landscape Capital Management
New Jersey
$695K -$12.3M -83,077 -95%
BWM
1156
BigSur Wealth Management
Florida
$694K -$44.3K -300 -6%
PTC
1157
Private Trust Company
Ohio
$694K +$7.24K +49 +1%
BAAM
1158
Baker Avenue Asset Management
California
$690K +$25K +169 +4%
GFG
1159
Greystone Financial Group
Michigan
$689K +$689K +4,660 New
DFG
1160
Delta Financial Group
New Jersey
$684K +$684K +4,674 New
ICG
1161
InterOcean Capital Group
Tennessee
$681K -$129K -872 -16%
LW
1162
Linscomb Wealth
Texas
$681K +$44.9K +304 +7%
FAM
1163
Fred Alger Management
New York
$680K -$20.1M -136,060 -97%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$677K +$370K +2,504 +121%
FFA
1165
First Foundation Advisors
California
$674K +$36.9K +250 +6%
AF
1166
Advisornet Financial
Minnesota
$674K -$188K -1,272 -22%
ACM
1167
Advisors Capital Management
New Jersey
$674K -$18.2K -123 -3%
PA
1168
PFG Advisors
Arizona
$672K +$43.9K +297 +7%
TWA
1169
TCI Wealth Advisors
Arizona
$672K -$8.87K -60 -1%
LIM
1170
Leavell Investment Management
Alabama
$668K -$15.4K -104 -2%
LA
1171
Lifeworks Advisors
Michigan
$667K -$127K -862 -16%
EIM
1172
Ervin Investment Management
Washington
$666K – – –
AFG
1173
Allegheny Financial Group
Pennsylvania
$665K +$2.51K +17 +0.4%
MIM
1174
Meridiem Investment Management
United Kingdom
$665K +$222K +1,500 +50%
SC
1175
Schulhoff & Co
Ohio
$663K – – –
45 46
47
48 49