AXP icon

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 %
PCG
1401
Private Capital Group
Connecticut
$502K +$62.5K +334 +14%
MA
1402
MCF Advisors
Kentucky
$499K +$499K +2,670 New
MAM
1403
McLean Asset Management
Virginia
$497K +$16.3K +87 +3%
SWM
1404
Scissortail Wealth Management
Oklahoma
$493K – – –
RCG
1405
Regatta Capital Group
California
$492K -$17.2K -92 -3%
RIG
1406
Roosevelt Investment Group
New York
$492K – – –
PWA
1407
Phoenix Wealth Advisors
North Carolina
$491K +$39.8K +217 +9%
BA
1408
Ballast Advisors
Minnesota
$490K – – –
WCG
1409
Weaver Consulting Group
California
$489K – – –
PCMC
1410
Paragon Capital Management (Colorado)
Colorado
$488K – – –
SDWMA
1411
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$47.7K +255 +11%
OWA
1412
Outlook Wealth Advisors
Texas
$486K -$1.69K -9 -0.3%
WB
1413
Webster Bank
Connecticut
$486K – – –
SLA
1414
Silver Lake Advisory
Utah
$485K +$374 +2 +0.1%
CHP
1415
Cable Hill Partners
Oregon
$484K +$20K +107 +4%
CAL
1416
Capital Analysts LLC
Pennsylvania
$484K +$45.1K +241 +10%
SFI
1417
SPC Financial Inc
Maryland
$483K – – –
NWA
1418
Navis Wealth Advisors
New York
$483K +$483K +2,584 New
MIC
1419
Means Investment Company
Maine
$482K +$23.2K +124 +5%
FDS
1420
First Dallas Securities
Texas
$482K +$482K +2,575 New
PFM
1421
Parsec Financial Management
North Carolina
$481K +$81.4K +435 +20%
DAS
1422
Dynamic Advisor Solutions
Arizona
$480K -$5.42K -29 -1%
FFN
1423
Focus Financial Network
Minnesota
$478K -$785K -4,196 -62%
JA
1424
JLB & Associates
Michigan
$478K +$159K +853 +50%
BHWM
1425
Bar Harbor Wealth Management
New Hampshire
$477K -$14.8K -79 -3%
55 56
57
58 59