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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 %
ARC
1326
Advisor Resource Council
Texas
$456K -$2.22K -15 -0.5%
PHS
1327
Pekin Hardy Strauss
Illinois
$455K -$85.5K -579 -16%
AFC
1328
AFT Forsyth & Company
Florida
$454K -$6.65K -45 -1%
OWA
1329
Outlook Wealth Advisors
Texas
$453K +$26.2K +177 +6%
SRC
1330
Shufro Rose & Co
New York
$452K – – –
EI
1331
Ellevest Inc
New York
$452K +$63.2K +428 +16%
APW
1332
Acima Private Wealth
Virginia
$452K – – –
AIM
1333
Acropolis Investment Management
Missouri
$451K +$591 +4 +0.1%
Dimensional Fund Advisors
1334
Dimensional Fund Advisors
Texas
$451K +$1.23K +8,306 +0.3%
FW
1335
FirstPurpose Wealth
Utah
$450K +$11.7K +79 +3%
PIM
1336
Perpetual Investment Management
Australia
$450K -$16.5K -112 -4%
BDA
1337
Borer Denton & Associates
Pennsylvania
$450K – – –
6F
1338
626 Financial
Michigan
$449K -$119K -803 -21%
SMH
1339
Sanders Morris Harris
Texas
$449K – – –
ERIM
1340
Eagle Ridge Investment Management
Connecticut
$448K +$13.3K +90 +3%
KI
1341
Kula Investments
Illinois
$447K +$447K +3,023 New
AI
1342
Accredited Investors
Minnesota
$446K -$9.75K -66 -2%
PWA
1343
Phoenix Wealth Advisors
North Carolina
$444K +$23.8K +161 +6%
LWMM
1344
Legacy Wealth Management (Mississippi)
Mississippi
$443K – – –
CB
1345
Centennial Bank
Arkansas
$443K +$443K +3,000 New
MSS
1346
Mitchell Sinkler & Starr
Pennsylvania
$443K +$443K +3,000 New
CNBTD
1347
Citizens National Bank Trust Department
Mississippi
$443K -$66.6K -450 -13%
LJAC
1348
L.J. Altfest & Co
New York
$440K -$14.9K -101 -3%
EFL
1349
ERn Financial LLC
Wisconsin
$440K +$2.36K +16 +0.5%
V
1350
VeraBank
Texas
$438K +$4.58K +31 +1%
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