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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 %
QPWM
1251
Quadrant Private Wealth Management
Pennsylvania
$556K +$556K +3,763 New
FMII
1252
Farmers & Merchants Investments Inc
Nebraska
$555K +$2.22K +15 +0.4%
PRC
1253
Pearl River Capital
Michigan
$554K -$1.66M -11,250 -75%
CWM
1254
Congress Wealth Management
Massachusetts
$552K +$19.4K +131 +4%
FCCM
1255
First City Capital Management
Georgia
$543K -$2.96K -20 -0.5%
GWM
1256
Gitterman Wealth Management
New Jersey
$542K -$3.25K -22 -0.6%
IIM
1257
Ipswich Investment Management
Massachusetts
$542K – – –
AWM
1258
Aries Wealth Management
Maine
$541K -$9.01K -61 -2%
KA
1259
Kovack Advisors
Florida
$541K -$66K -447 -11%
TW
1260
Transform Wealth
Colorado
$541K +$9.01K +61 +2%
PGCM
1261
Prescott Group Capital Management
Oklahoma
$541K – – –
PTP
1262
Platform Technology Partners
New York
$541K -$40.5K -274 -7%
LP
1263
LGL Partners
Pennsylvania
$538K +$443 +3 +0.1%
HBT
1264
Hills Bank & Trust
Iowa
$536K -$66.9K -453 -11%
PTC
1265
Philadelphia Trust Company
Pennsylvania
$533K – – –
SC
1266
Saybrook Capital
North Carolina
$532K – – –
GBT
1267
Grove Bank & Trust
Florida
$532K +$7.83K +53 +1%
KTC
1268
Kistler-Tiffany Companies
Pennsylvania
$531K +$243K +1,643 +84%
RIA
1269
Richwood Investment Advisors
Ohio
$526K -$3.55K -24 -0.7%
SLF
1270
Sun Life Financial
Ontario, Canada
$526K -$23K -155 -4%
CSPAM
1271
Cary Street Partners Asset Management
Virginia
$525K – – –
UAML
1272
US Asset Management LLC
Pennsylvania
$523K +$523K +3,540 New
ACS
1273
Archford Capital Strategies
Illinois
$522K +$14.5K +98 +3%
SIC
1274
Sigma Investment Counselors
Michigan
$521K -$3.55K -24 -0.7%
FPCG
1275
Fort Pitt Capital Group
Pennsylvania
$521K – – –
49 50
51
52 53