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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 %
RI
1301
Ridgewood Investments
New Jersey
$634K -$3.18K -17 -0.5%
QCM
1302
Quantinno Capital Management
New York
$632K +$632K +3,380 New
HFM
1303
Hartford Financial Management
Connecticut
$629K -$6.36K -34 -1%
BIM
1304
Barton Investment Management
Pennsylvania
$628K -$26.2K -140 -4%
RP
1305
Riverbridge Partners
Minnesota
$626K – – –
WANY
1306
Wealthspire Advisors (New York)
New York
$625K -$671K -3,591 -52%
DA
1307
Doliver Advisors
Texas
$625K -$63.4K -339 -9%
SCM
1308
Stonebridge Capital Management
California
$625K – – –
FWTB
1309
First Western Trust Bank
Colorado
$624K +$624K +3,287 New
SAM
1310
SignalPoint Asset Management
Missouri
$620K +$3.93K +21 +0.6%
BDA
1311
Borer Denton & Associates
Pennsylvania
$616K +$616K +3,295 New
BCM
1312
BTR Capital Management
California
$616K – – –
HCM
1313
Hall Capital Management
Rhode Island
$615K -$13.5K -72 -2%
AIM
1314
Aspen Investment Management
Michigan
$615K -$9.35K -50 -1%
PO
1315
Private Ocean
California
$615K -$561 -3 -0.1%
CYG
1316
Clean Yield Group
Vermont
$604K – – –
VT
1317
Vise Technologies
New York
$600K +$600K +3,211 New
ATPW
1318
Ashton Thomas Private Wealth
Arizona
$600K +$250K +1,339 +72%
FP
1319
Factorial Partners
New York
$598K – – –
AC
1320
Abbrea Capital
California
$597K -$11.2K -60 -2%
GWMIA
1321
Global Wealth Management Investment Advisory
Florida
$595K -$18.7K -100 -3%
ITIM
1322
Indiana Trust & Investment Management
Indiana
$595K -$11K -59 -2%
HWA
1323
Heritage Wealth Advisors
Virginia
$593K – – –
SPWM
1324
Spartan Planning & Wealth Management
North Carolina
$592K +$592K +3,167 New
TYCC
1325
Texas Yale Capital Corp
Florida
$588K +$62.6K +335 +12%
51 52
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