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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 %
DA
1301
Doliver Advisors
Texas
$435K -$2.02K -15 -0.5%
TIM
1302
Thompson Investment Management
Wisconsin
$434K -$92.7K -687 -18%
CWM
1303
Cornerstone Wealth Management
Missouri
$433K +$4.45K +33 +1%
WB
1304
WesBanco Bank
West Virginia
$432K -$114K -844 -21%
FP
1305
Factorial Partners
New York
$432K – – –
SWM
1306
Scissortail Wealth Management
Oklahoma
$431K – – –
ATPW
1307
Ashton Thomas Private Wealth
Arizona
$428K +$405 +3 +0.1%
CYG
1308
Clean Yield Group
Vermont
$427K +$4.72K +35 +1%
IAIM
1309
International Assets Investment Management
Florida
$427K +$65.9K +488 +18%
JSW
1310
Journey Strategic Wealth
New Jersey
$427K +$216K +1,601 +102%
PIM
1311
Perpetual Investment Management
Australia
$426K -$111K -822 -21%
SMH
1312
Sanders Morris Harris
Texas
$426K – – –
SGI
1313
Summit Global Investments
Utah
$424K -$368K -2,727 -46%
HT
1314
HighTower Trust
Texas
$423K -$986K -7,316 -70%
H
1315
HoyleCohen
California
$423K +$270 +2 +0.1%
AFC
1316
AFT Forsyth & Company
Florida
$420K – – –
FPAS
1317
Focus Partners Advisor Solutions
Missouri
$420K +$177K +1,314 +73%
TCM
1318
Triumph Capital Management
Colorado
$419K +$136K +1,006 +48%
ARC
1319
Advisor Resource Council
Texas
$418K -$181K -1,339 -30%
CIC
1320
Carnegie Investment Counsel
Ohio
$418K -$94.9K -704 -19%
HA
1321
Herold Advisors
New York
$418K – – –
LJAC
1322
L.J. Altfest & Co
New York
$416K – – –
AI
1323
Accredited Investors
Minnesota
$416K +$1.76K +13 +0.4%
PFM
1324
Parsec Financial Management
North Carolina
$416K +$12.7K +94 +3%
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
$415K +$16.5K +122 +4%
51 52
53
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