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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 %
OFS
1276
OneAscent Financial Services
Alabama
$521K +$521K +3,525 New
APIM
1277
Agate Pass Investment Management
Washington
$519K – – –
FHA
1278
First Horizon Advisors
Tennessee
$516K +$14.2K +96 +3%
FAFN
1279
First Affirmative Financial Network
Colorado
$514K -$7.54K -51 -1%
HDIM
1280
Hanson & Doremus Investment Management
Vermont
$514K +$143K +970 +39%
DCM
1281
Dupont Capital Management
Delaware
$513K +$87.6K +593 +21%
DWM
1282
Defined Wealth Management
Oregon
$509K – – –
CBT
1283
CoreFirst Bank & Trust
Kansas
$507K -$2.36K -16 -0.5%
BJL
1284
Brighton Jones LLC
Washington
$507K -$227K -1,533 -31%
AWA
1285
Arkadios Wealth Advisors
Georgia
$505K -$13.2K -89 -3%
AF
1286
Arrow Financial
New York
$505K -$22.9K -155 -4%
SRAM
1287
Spouting Rock Asset Management
Pennsylvania
$503K – – –
PWM
1288
Purus Wealth Management
California
$503K -$16.4K -111 -3%
MFS
1289
Mirabella Financial Services
United Kingdom
$501K +$501K +3,392 New
BCG
1290
Breakwater Capital Group
New Jersey
$501K +$501K +3,391 New
HWM
1291
Horizon Wealth Management
Illinois
$495K +$4.73K +32 +1%
CRC
1292
Curi RMB Capital
Illinois
$492K +$10.2K +69 +2%
SXL
1293
Summit X LLC
Missouri
$492K -$18.2K -131 -4%
MWA
1294
Meridian Wealth Advisors
Texas
$491K -$29.6K -200 -6%
TAM
1295
Trillium Asset Management
Massachusetts
$490K -$30.7K -208 -6%
HFM
1296
Hartford Financial Management
Connecticut
$488K -$8.27K -56 -2%
ACM
1297
Aquatic Capital Management
Illinois
$487K -$5.52M -37,400 -92%
TWM
1298
Tanager Wealth Management
United Kingdom
$487K +$44.9K +304 +10%
PO
1299
Private Ocean
California
$485K +$148 +1 +0%
FMN
1300
Financial Management Network
California
$485K -$10.1K -67 -2%
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