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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 %
CA
1376
CapWealth Advisors
Tennessee
$409K – – –
BHB
1377
Bank Hapoalim BM
Israel
$408K – – –
MW
1378
Marcum Wealth
Ohio
$408K +$1.77K +12 +0.4%
CAL
1379
Capital Analysts LLC
Pennsylvania
$404K -$5.18K -35 -1%
VWA
1380
V Wealth Advisors
Kansas
$403K +$65K +440 +19%
NSIM
1381
North Star Investment Management
Illinois
$403K +$5.91K +40 +1%
LWM
1382
Laidlaw Wealth Management
New York
$403K +$296 +2 +0.1%
MAM
1383
McLean Asset Management
Virginia
$402K +$7.09K +48 +2%
PG
1384
Pendal Group
Australia
$401K -$331K -2,237 -45%
GIA
1385
Guyasuta Investment Advisors
Pennsylvania
$400K -$495K -3,350 -55%
MMG
1386
Monetary Management Group
Missouri
$399K – – –
CA
1387
Claris Advisors
Missouri
$398K -$2.22K -15 -0.6%
FCBT
1388
First Citizens Bank & Trust
North Carolina
$398K -$386K -2,619 -49%
PHAM
1389
Palisades Hudson Asset Management
Florida
$398K – – –
TYCC
1390
Texas Yale Capital Corp
Florida
$397K -$17.7K -120 -4%
TWM
1391
Tradition Wealth Management
Minnesota
$397K +$1.03K +7 +0.3%
GAM
1392
Garrison Asset Management
Arkansas
$396K – – –
TSWM
1393
Triangle Securities Wealth Management
North Carolina
$395K – – –
CM
1394
Castleark Management
Illinois
$395K -$3M -20,300 -88%
RP
1395
Riverbridge Partners
Minnesota
$395K -$99.7K -675 -20%
KA
1396
Kozak & Associates
Colorado
$395K +$1.03K +7 +0.3%
HAIM
1397
Hunter Associates Investment Management
Pennsylvania
$394K – – –
SFI
1398
SPC Financial Inc
Maryland
$393K – – –
T
1399
TCWP
Ohio
$391K +$134K +910 +52%
MLA
1400
My Legacy Advisors
Oregon
$390K +$10.9K +61 +3%
54 55
56
57 58