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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 %
MIM
1351
Meridiem Investment Management
United Kingdom
$561K – – –
HA
1352
Herold Advisors
New York
$561K – – –
SKK
1353
Shepherd Kaplan Krochuk
Massachusetts
$561K – – –
LWMM
1354
Legacy Wealth Management (Mississippi)
Mississippi
$561K – – –
PHAM
1355
Palisades Hudson Asset Management
Florida
$561K +$1.31K +7 +0.2%
IIC
1356
Integrated Investment Consultants
Michigan
$558K -$96K -513 -15%
AWA
1357
Arkadios Wealth Advisors
Georgia
$555K +$250K +1,338 +82%
CIC
1358
Carnegie Investment Counsel
Ohio
$554K +$15.7K +84 +3%
AMC
1359
Asset Management Corp
Illinois
$553K -$189K -1,010 -25%
VFA
1360
Voya Financial Advisors
Connecticut
$553K +$105K +554 +23%
FHA
1361
First Horizon Advisors
Tennessee
$552K -$4.86K -26 -0.9%
ERIM
1362
Eagle Ridge Investment Management
Connecticut
$550K -$48.7K -260 -8%
TLCM
1363
Twin Lakes Capital Management
California
$550K +$561 +3 +0.1%
PA
1364
Procyon Advisors
Connecticut
$550K +$25.5K +136 +5%
CCA
1365
Cadent Capital Advisors
Oklahoma
$547K +$34.8K +186 +7%
WP
1366
WMS Partners
Maryland
$545K -$31.4K -168 -5%
NW
1367
NewEdge Wealth
Pennsylvania
$545K +$545K +2,913 New
ACM
1368
AUA Capital Management
Pennsylvania
$542K +$37.4K +200 +7%
TDC
1369
Thompson Davis & Co
Virginia
$538K +$28.1K +150 +6%
PFGIA
1370
Patriot Financial Group Insurance Agency
Massachusetts
$536K -$75.5K -404 -12%
PTB
1371
Pioneer Trust Bank
Oregon
$536K +$935 +5 +0.2%
ME
1372
McIlrath & Eck
Washington
$533K +$934 +5 +0.2%
MGI
1373
MayTech Global Investments
New York
$530K -$6.36K -34 -1%
EI
1374
Ellevest Inc
New York
$530K +$58.9K +315 +12%
MAM
1375
Madison Asset Management
Wisconsin
$529K -$353K -1,888 -40%
53 54
55
56 57