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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 %
HH
1176
Hilltop Holdings
Texas
$660K +$19.8K +134 +3%
GVAG
1177
Great Valley Advisor Group
Delaware
$656K +$207K +1,401 +46%
WPC
1178
Wedmont Private Capital
Pennsylvania
$655K -$11.7K -78 -2%
LA
1179
Legacy Advisors
Pennsylvania
$654K +$25.9K +175 +4%
CG
1180
CFO4Life Group
Texas
$654K +$654K +4,426 New
C
1181
CFO4Life
Texas
$654K +$654K +4,426 New
AIM
1182
Alhambra Investment Management
Florida
$653K – – –
IA
1183
IFG Advisors
Missouri
$650K +$886 +6 +0.1%
RFG
1184
RFP Financial Group
Georgia
$648K +$648K +4,383 New
CIA
1185
Capital Investment Advisors
Georgia
$646K +$132K +893 +26%
RCM
1186
RB Capital Management
Nevada
$645K -$3.4K -23 -0.5%
BMA
1187
Brooks Moore & Associates
Tennessee
$645K – – –
AB
1188
Atlas Brown
Kentucky
$643K – – –
CPO
1189
Cerity Partners OCIO
New York
$642K -$2.07K -14 -0.3%
LWAC
1190
Laurel Wealth Advisors (California)
California
$642K +$39K +264 +6%
HGERS
1191
Householder Group Estate & Retirement Specialist
Arizona
$641K +$2.07K +14 +0.3%
SI
1192
Saxon Interests
Texas
$640K +$11K +73 +2%
GC
1193
GFG Capital
Florida
$639K -$7.68K -52 -1%
BAM
1194
Beaumont Asset Management
Texas
$638K +$1.18K +8 +0.2%
CWS
1195
Cypress Wealth Services
California
$637K +$5.61K +38 +0.9%
YWP
1196
YorkBridge Wealth Partners
New York
$637K – – –
ECM
1197
Estabrook Capital Management
New York
$631K – – –
T
1198
TNF
Montana
$631K – – –
3IP
1199
3Chopt Investment Partners
Virginia
$628K +$628K +4,252 New
JSW
1200
Journey Strategic Wealth
New Jersey
$627K +$159K +1,076 +34%
46 47
48
49 50