AXP icon

American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$536M
2
Bank of America
Bank of America
North Carolina
+$214M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$133M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$547M
2
American Century Companies
American Century Companies
Missouri
-$181M
3
CWP
Capital Wealth Planning
Florida
-$149M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$143M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
1401
First Capital Advisors Group
New Jersey
$346K -$288K -2,139 -45%
SB
1402
Strategic Blueprint
Georgia
$345K +$45K +334 +15%
DSC
1403
Duncker Streett & Co
Missouri
$344K – – –
TC
1404
Titleist Capital
Texas
$341K +$3.11K +23 +0.9%
SFS
1405
Solitude Financial Services
Virginia
$341K +$125K +929 +58%
RHAM
1406
Round Hill Asset Management
California
$340K – – –
HDIM
1407
Hanson & Doremus Investment Management
Vermont
$339K +$19.4K +144 +6%
CWG
1408
Cornerstone Wealth Group
North Carolina
$338K +$2.97K +22 +0.9%
VCM
1409
Vigilant Capital Management
Maine
$337K -$25.5K -189 -7%
PWP
1410
Pursue Wealth Partners
California
$337K – – –
HIM
1411
Harbour Investment Management
Washington
$337K – – –
AC
1412
Addison Capital
Pennsylvania
$336K – – –
EWM
1413
Empirical Wealth Management
Washington
$336K +$14K +104 +4%
IIC
1414
Integrated Investment Consultants
Michigan
$335K -$19.3K -143 -5%
NAMP
1415
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K +$13.5K +100 +4%
EP
1416
Eudaimonia Partners
Tennessee
$334K -$2.05M -15,180 -86%
LSPW
1417
Lake Street Private Wealth
Illinois
$334K -$27K -200 -7%
SCA
1418
Sippican Capital Advisors
Massachusetts
$334K – – –
ZIG
1419
Zullo Investment Group
Pennsylvania
$334K +$2.02K +15 +0.6%
FWIA
1420
Fort Washington Investment Advisors
Ohio
$334K +$35.9K +266 +12%
BSB
1421
Bangor Savings Bank
Maine
$333K – – –
SCM
1422
Stonebridge Capital Management
California
$332K -$59.4K -440 -15%
WKSWA
1423
White Knight Strategic Wealth Advisors
New Jersey
$332K – – –
MIC
1424
Means Investment Company
Maine
$332K +$405 +3 +0.1%
NICM
1425
Neo Ivy Capital Management
New York
$331K +$272K +2,017 +462%
55 56
57
58 59