AXP icon

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 %
TC
1401
Titleist Capital
Texas
$388K +$14.8K +100 +4%
BA
1402
Ballast Advisors
Minnesota
$387K – – –
PCMC
1403
Paragon Capital Management (Colorado)
Colorado
$386K – – –
KF
1404
Krilogy Financial
Missouri
$385K -$148 -1 -0%
MIM
1405
Merrion Investment Management
New Jersey
$384K -$26.6K -180 -6%
PTB
1406
Pioneer Trust Bank
Oregon
$384K -$18.5K -125 -5%
LFM
1407
LGT Fund Management
Liechtenstein
$384K – – –
GSC
1408
G&S Capital
Colorado
$384K -$2.5M -16,944 -87%
WB
1409
Webster Bank
Connecticut
$384K – – –
D
1410
Diversified
Delaware
$384K +$384K +2,596 New
VF
1411
Vest Financial
Virginia
$383K +$383K +2,593 New
GTAM
1412
Global Trust Asset Management
Florida
$381K +$128K +863 +50%
TIA
1413
Traphagen Investment Advisors
New Jersey
$379K +$223K +1,508 +142%
SFS
1414
Solitude Financial Services
Virginia
$378K +$4.43K +30 +1%
DSC
1415
Duncker Streett & Co
Missouri
$377K – – –
ZF
1416
Zhang Financial
Michigan
$374K +$45.1K +305 +14%
KIC
1417
Keating Investment Counselors
Florida
$374K +$374K +2,530 New
VFA
1418
Voya Financial Advisors
Connecticut
$373K -$28.9K -196 -7%
LGA
1419
Lebenthal Global Advisors
New York
$371K +$371K +2,509 New
SB
1420
Strategic Blueprint
Georgia
$371K -$7.24K -49 -2%
NAMP
1421
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$370K +$3.69K +25 +1%
PVM
1422
Palogic Value Management
Texas
$370K +$370K +2,506 New
VWM
1423
Venturi Wealth Management
Texas
$369K -$135K -914 -27%
HIM
1424
Harbour Investment Management
Washington
$369K – – –
AWM
1425
Atticus Wealth Management
Florida
$369K – – –
55 56
57
58 59