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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 %
AP
1201
Adero Partners
California
$624K +$297K +2,013 +91%
WSC
1202
Wellington Shields & Co
New York
$624K – – –
EP
1203
Edgestream Partners
New Jersey
$623K +$623K +4,218 New
HWA
1204
Heritage Wealth Advisors
Virginia
$622K – – –
GL
1205
Graypoint LLC
New York
$622K -$18.6K -126 -3%
TPWM
1206
Twelve Points Wealth Management
Massachusetts
$621K – – –
EAM
1207
Evanson Asset Management
California
$619K -$68.7K -465 -10%
FWTB
1208
First Western Trust Bank
Colorado
$619K +$117K +795 +23%
MWM
1209
Meridian Wealth Management
Kentucky
$617K -$39.2K -265 -6%
EWM
1210
Evermay Wealth Management
Virginia
$614K -$6.35K -43 -1%
YDMI
1211
Y.D. More Investments
Israel
$613K +$613K +4,161 New
EH
1212
Equitable Holdings
New York
$611K -$83.8K -567 -12%
BMC
1213
Benin Management Corp
Connecticut
$611K +$59.1K +400 +11%
BDFN
1214
Bond & Devick Financial Network
Minnesota
$609K – – –
SFG
1215
Summit Financial Group
West Virginia
$608K +$97.6K +660 +19%
PFS
1216
Prospera Financial Services
Texas
$601K +$9.61K +65 +2%
ONB
1217
Old National Bancorp
Indiana
$599K -$65.5K -443 -10%
BIM
1218
Baldwin Investment Management
Pennsylvania
$595K +$1.48K +10 +0.2%
Federated Hermes
1219
Federated Hermes
Pennsylvania
$593K -$2.24M -15,145 -79%
PFM
1220
Parsec Financial Management
North Carolina
$591K +$135K +916 +30%
SIC
1221
Salem Investment Counselors
North Carolina
$591K – – –
ACA
1222
Aptus Capital Advisors
Alabama
$591K +$34.6K +234 +6%
CA
1223
Centerpoint Advisors
Massachusetts
$590K – – –
GAM
1224
Gotham Asset Management
New York
$588K -$453K -3,063 -44%
APC
1225
Aspire Private Capital
North Carolina
$587K +$11.5K +78 +2%
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