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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1226
WBH Advisory
Maryland
$766K -$81.5K -448 -10%
SF
1227
Symphony Financial
Texas
$763K +$42.7K +234 +6%
CA
1228
Centerpoint Advisors
Massachusetts
$759K -$3.74K -20 -0.5%
SVWAG
1229
Sound View Wealth Advisors Group
Georgia
$758K +$748 +4 +0.1%
KFS
1230
Kurt F. Somerville
$753K -$23.4K -125 -3%
MWM
1231
Meridian Wealth Management
Kentucky
$752K +$49.2K +263 +7%
OC
1232
Oakworth Capital
Alabama
$750K – – –
MUAMU
1233
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$748K -$2.99M -16,000 -80%
MFS
1234
Monetta Financial Services
Illinois
$748K +$748K +4,000 New
CB
1235
Cadence Bank
Mississippi
$740K -$3.23M -17,257 -81%
FAFN
1236
First Affirmative Financial Network
Colorado
$740K -$45.2K -242 -6%
DF
1237
Donoghue Forlines
Massachusetts
$735K +$735K +3,930 New
PTP
1238
Platform Technology Partners
New York
$729K -$33.9K -181 -4%
MIM
1239
MTM Investment Management
South Carolina
$728K – – –
MIM
1240
Merrion Investment Management
New Jersey
$727K – – –
VCP
1241
Verus Capital Partners
Arizona
$726K +$726K +4,308 New
AFP
1242
Ausdal Financial Partners
Iowa
$724K +$225K +1,202 +45%
CANC
1243
Culbertson A N & Co
Virginia
$722K -$33.6K -180 -4%
BMC
1244
Benin Management Corp
Connecticut
$710K – – –
TCM
1245
Twin Capital Management
Pennsylvania
$710K – – –
CSPAM
1246
Cary Street Partners Asset Management
Virginia
$708K +$6.36K +34 +0.9%
RCM
1247
RB Capital Management
Nevada
$707K +$35.5K +190 +5%
TF
1248
Tompkins Financial
New York
$706K +$65.4K +350 +10%
ACA
1249
Aptus Capital Advisors
Alabama
$706K +$253K +1,350 +56%
FMII
1250
Farmers & Merchants Investments Inc
Nebraska
$705K -$28.1K -150 -4%
48 49
50
51 52