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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 %
EWM
1201
Evermay Wealth Management
Virginia
$566K -$8.77K -65 -2%
HIM
1202
Hillsdale Investment Management
Ontario, Canada
$564K +$473K +3,506 +522%
BDFN
1203
Bond & Devick Financial Network
Minnesota
$556K – – –
MS
1204
Maven Securities
Jersey
$554K -$4.09M -30,291 -88%
KA
1205
Kovack Advisors
Florida
$554K -$23.7K -176 -4%
AWM
1206
Aries Wealth Management
Maine
$553K -$4.6K -31 -0.8%
HBT
1207
Hills Bank & Trust
Iowa
$551K -$6.75K -50 -1%
LWAC
1208
Laurel Wealth Advisors (California)
California
$551K +$1.89K +14 +0.3%
PFS
1209
Prospera Financial Services
Texas
$541K +$84.4K +624 +18%
SIC
1210
Salem Investment Counselors
North Carolina
$540K -$10.5K -78 -2%
FFN
1211
Focus Financial Network
Minnesota
$539K +$204K +1,510 +61%
CA
1212
Centerpoint Advisors
Massachusetts
$539K -$10.3K -76 -2%
JG
1213
Jefferies Group
New York
$538K +$538K +3,989 New
JWCA
1214
J.W. Coons Advisors
Ohio
$535K -$384K -2,850 -42%
VCP
1215
Verus Capital Partners
Arizona
$535K +$23.6K +175 +5%
OC
1216
Oakworth Capital
Alabama
$531K – – –
PTP
1217
Platform Technology Partners
New York
$531K – – –
SWM
1218
SeaCrest Wealth Management
New York
$531K +$35.2K +261 +7%
TFS
1219
Thoroughbred Financial Services
Tennessee
$529K -$55.5K -412 -10%
HCM
1220
Hall Capital Management
Rhode Island
$529K +$40.4K +300 +8%
APC
1221
Aspire Private Capital
North Carolina
$525K +$23.7K +176 +5%
DIM
1222
Delta Investment Management
California
$525K +$243K +1,800 +86%
FFMBT
1223
First Farmers & Merchants Bank Trust
Tennessee
$521K -$13.5K -100 -3%
CANC
1224
Culbertson A N & Co
Virginia
$521K – – –
6F
1225
626 Financial
Michigan
$519K +$24.3K +180 +5%
47 48
49
50 51