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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 %
SAM
1301
SignalPoint Asset Management
Missouri
$484K +$148 +1 +0%
MCC
1302
Money Concepts Capital
Florida
$482K +$391K +2,646 +430%
CIC
1303
Carnegie Investment Counsel
Ohio
$480K +$22.2K +150 +5%
PGH
1304
Partners Group Holding
Switzerland
$480K +$75.4K +510 +19%
BWP
1305
BSW Wealth Partners
Colorado
$480K +$144K +978 +43%
TCA
1306
Transcend Capital Advisors
New Jersey
$479K +$479K +3,245 New
HC
1307
Hamilton Capital
Ohio
$479K +$479K +3,239 New
H
1308
HoyleCohen
California
$478K +$15.1K +102 +3%
CHP
1309
Cable Hill Partners
Oregon
$478K +$30.6K +207 +7%
PFGIA
1310
Patriot Financial Group Insurance Agency
Massachusetts
$477K +$22.8K +154 +5%
TF
1311
Tompkins Financial
New York
$475K -$8.86K -60 -2%
FP
1312
Factorial Partners
New York
$473K – – –
BC
1313
Burney Company
Virginia
$472K -$233K -1,574 -33%
BIA
1314
Beacon Investment Advisors
Maryland
$471K +$471K +3,189 New
SJIA
1315
St. James Investment Advisors
New York
$470K +$16.7K +113 +4%
SGI
1316
Summit Global Investments
Utah
$469K +$5.02K +34 +1%
RI
1317
Ridgewood Investments
New Jersey
$469K -$34.1K -231 -7%
AIM
1318
Aspen Investment Management
Michigan
$467K -$14.8K -100 -3%
DA
1319
Doliver Advisors
Texas
$467K -$9.6K -65 -2%
CYG
1320
Clean Yield Group
Vermont
$463K -$5.17K -35 -1%
ATPW
1321
Ashton Thomas Private Wealth
Arizona
$462K -$6.5K -44 -1%
MFG
1322
Magnus Financial Group
New York
$459K -$32.5K -220 -7%
HA
1323
Herold Advisors
New York
$458K +$148 +1 +0%
AWS
1324
Aspen Wealth Strategies
Colorado
$458K +$458K +3,098 New
WP
1325
Westmount Partners
California
$456K +$456K +3,087 New
51 52
53
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