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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
1351
Sompo Asset Management
Japan
$437K +$4.43K +30 +1%
PCH
1352
PGIM Custom Harvest
New Jersey
$437K +$437K +2,960 New
JWBC
1353
John W. Bristol & Co
New York
$434K -$71.1K -481 -14%
AIM
1354
Athena Investment Management
California
$431K +$13.4K +91 +3%
CA
1355
Cambridge Advisors
Nebraska
$430K – – –
PCM
1356
Penserra Capital Management
California
$428K -$108K -734 -20%
WP
1357
WMS Partners
Maryland
$427K -$12K -81 -3%
RSWM
1358
Robertson Stephens Wealth Management
California
$427K +$5.91K +40 +1%
PL
1359
Plancorp LLC
Missouri
$426K -$9.75K -66 -2%
TLCM
1360
Twin Lakes Capital Management
California
$426K +$591 +4 +0.1%
RCG
1361
Regatta Capital Group
California
$426K +$37.2K +252 +10%
BST
1362
Bath Savings Trust
Maine
$424K -$116K -789 -22%
MA
1363
Mezzasalma Advisors
New Jersey
$423K -$89.8K -608 -18%
ME
1364
McIlrath & Eck
Washington
$421K – – –
ESCM
1365
Echo Street Capital Management
New York
$421K -$271K -1,835 -39%
CPIG
1366
Chicago Partners Investment Group
Illinois
$419K -$6.97K -39 -2%
AC
1367
Abbrea Capital
California
$419K -$9.6K -65 -2%
MGI
1368
MayTech Global Investments
New York
$418K – – –
AMC
1369
Asset Management Corp
Illinois
$415K +$296 +2 +0.1%
MIP
1370
Marietta Investment Partners
Wisconsin
$414K – – –
BMCM
1371
Bryn Mawr Capital Management
Pennsylvania
$414K +$414K +2,800 New
KA
1372
Kearns & Associates
California
$414K +$414K +2,800 New
ANBT
1373
American National Bank & Trust
Texas
$412K +$302K +2,045 +276%
MFG
1374
MidWestOne Financial Group
Iowa
$412K +$88.7K +600 +27%
MAA
1375
Matrix Asset Advisors
New York
$410K – – –
53 54
55
56 57