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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 %
ZCA
1276
Zeke Capital Advisors
Pennsylvania
$665K +$665K +3,557 New
FMN
1277
Financial Management Network
California
$664K -$8.07K -43 -1%
PHS
1278
Pekin Hardy Strauss
Illinois
$663K -$189K -1,013 -22%
BWP
1279
BSW Wealth Partners
Colorado
$663K +$77.2K +413 +13%
UAML
1280
US Asset Management LLC
Pennsylvania
$662K – – –
FPCG
1281
Fort Pitt Capital Group
Pennsylvania
$660K -$117K -626 -15%
SIC
1282
Sigma Investment Counselors
Michigan
$660K – – –
IAIM
1283
International Assets Investment Management
Florida
$660K +$110K +589 +20%
FWCM
1284
Ferguson Wellman Capital Management
Oregon
$658K – – –
APIM
1285
Agate Pass Investment Management
Washington
$657K – – –
H
1286
HoyleCohen
California
$657K +$187 +1 +0%
IIM
1287
Ipswich Investment Management
Massachusetts
$657K +$3.74K +20 +0.6%
EL
1288
EMFO LLC
Florida
$655K -$468K -2,500 -42%
MCC
1289
Money Concepts Capital
Florida
$655K +$655K +3,503 New
SXL
1290
Summit X LLC
Missouri
$655K +$655K +3,535 New
FNBOH
1291
First National Bank of Hutchinson
Kansas
$653K -$231K -1,236 -26%
HWM
1292
Horizon Wealth Management
Illinois
$651K -$743K -3,971 -53%
GBT
1293
Grove Bank & Trust
Florida
$649K +$10.7K +57 +2%
SFG
1294
Summit Financial Group
West Virginia
$646K +$104K +555 +19%
T
1295
TNF
Montana
$645K – – –
DWM
1296
Defined Wealth Management
Oregon
$644K – – –
BRWM
1297
B. Riley Wealth Management
Tennessee
$643K -$34.8K -186 -5%
SIC
1298
Salem Investment Counselors
North Carolina
$640K -$26.7K -143 -4%
JWBC
1299
John W. Bristol & Co
New York
$640K – – –
OL
1300
Optas LLC
Texas
$636K -$76.4K -409 -11%
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