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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 %
FFN
1226
Focus Financial Network
Minnesota
$586K -$4.88K -33 -0.8%
DIM
1227
Delta Investment Management
California
$585K +$9.9K +67 +2%
OC
1228
Oakworth Capital
Alabama
$584K +$1.77K +12 +0.3%
WB
1229
WesBanco Bank
West Virginia
$583K +$110K +744 +23%
SWM
1230
SeaCrest Wealth Management
New York
$582K +$296 +2 +0.1%
TFS
1231
Thoroughbred Financial Services
Tennessee
$580K +$295 +2 +0.1%
TA
1232
Townsend & Associates
Colorado
$577K +$577K +3,184 New
CANC
1233
Culbertson A N & Co
Virginia
$571K – – –
VCP
1234
Verus Capital Partners
Arizona
$571K -$14.5K -98 -2%
IAS
1235
Insigneo Advisory Services
Florida
$571K +$571K +3,868 New
FNBOH
1236
First National Bank of Hutchinson
Kansas
$569K +$2.81K +19 +0.5%
ZCA
1237
Zeke Capital Advisors
Pennsylvania
$568K +$56.3K +381 +11%
HFM
1238
Harvest Fund Management
China
$567K -$404K -2,732 -42%
KFS
1239
Kurt F. Somerville
$565K – – –
CI
1240
CX Institutional
Indiana
$565K +$65.6K +444 +13%
MIM
1241
MTM Investment Management
South Carolina
$565K – – –
HCM
1242
Hall Capital Management
Rhode Island
$563K -$17K -115 -3%
GFS
1243
GYL Financial Synergies
Connecticut
$562K -$89.7K -607 -14%
SWA
1244
Sutton Wealth Advisors
Florida
$562K +$2.81K +19 +0.5%
SB
1245
Sunflower Bank
Texas
$561K -$112K -761 -17%
MA
1246
MCF Advisors
Kentucky
$560K +$68.6K +464 +14%
JA
1247
JLB & Associates
Michigan
$558K +$33.4K +226 +6%
HWAM
1248
Hennion & Walsh Asset Management
New Jersey
$557K +$557K +3,769 New
FMLI
1249
Fukoku Mutual Life Insurance
Japan
$557K – – –
JWCA
1250
J.W. Coons Advisors
Ohio
$557K -$29.5K -200 -5%
48 49
50
51 52