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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$536M
2
Bank of America
Bank of America
North Carolina
+$214M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$133M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$547M
2
American Century Companies
American Century Companies
Missouri
-$181M
3
CWP
Capital Wealth Planning
Florida
-$149M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$143M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
1276
Citizens National Bank Trust Department
Mississippi
$465K +$179K +1,325 +63%
ACS
1277
Archford Capital Strategies
Illinois
$464K +$5.4K +40 +1%
JWBC
1278
John W. Bristol & Co
New York
$461K – – –
VWM
1279
Venturi Wealth Management
Texas
$460K -$67.4K -500 -13%
SRAM
1280
Spouting Rock Asset Management
Pennsylvania
$460K +$460K +3,407 New
RI
1281
Ridgewood Investments
New Jersey
$459K – – –
FWTB
1282
First Western Trust Bank
Colorado
$458K +$31.3K +232 +7%
FHA
1283
First Horizon Advisors
Tennessee
$457K -$54.7K -407 -11%
CI
1284
CX Institutional
Indiana
$456K -$1.19M -8,812 -72%
HFM
1285
Hartford Financial Management
Connecticut
$454K – – –
BIM
1286
Barton Investment Management
Pennsylvania
$453K – – –
RP
1287
Riverbridge Partners
Minnesota
$452K – – –
MFG
1288
Magnus Financial Group
New York
$449K -$8.23K -61 -2%
MA
1289
MCF Advisors
Kentucky
$449K +$103K +765 +30%
HWM
1290
Horizon Wealth Management
Illinois
$448K -$14.7K -109 -3%
WC
1291
Wexford Capital
Florida
$445K +$445K +3,300 New
PO
1292
Private Ocean
California
$443K -$135 -1 -0%
SVCP
1293
Silicon Valley Capital Partners
California
$443K +$443K +3,280 New
TF
1294
Tompkins Financial
New York
$442K -$67.5K -500 -13%
SAM
1295
SignalPoint Asset Management
Missouri
$442K -$4.59K -34 -1%
AIM
1296
Aspen Investment Management
Michigan
$440K – – –
CRC
1297
Curi RMB Capital
Illinois
$440K +$17.8K +132 +4%
BCM
1298
BTR Capital Management
California
$439K +$4.99K +37 +1%
NP
1299
NorthRock Partners
Minnesota
$437K +$24.2K +179 +6%
OQS
1300
Occudo Quantitative Strategies
Florida
$435K -$3.13M -23,217 -88%
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