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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 %
PWP
1426
Pursue Wealth Partners
California
$369K – – –
VCM
1427
Vigilant Capital Management
Maine
$369K – – –
AC
1428
Addison Capital
Pennsylvania
$368K – – –
ZIG
1429
Zullo Investment Group
Pennsylvania
$368K +$1.48K +10 +0.4%
SCA
1430
Sippican Capital Advisors
Massachusetts
$366K – – –
FCAG
1431
First Capital Advisors Group
New Jersey
$366K -$13.2K -89 -3%
MFA
1432
Mayflower Financial Advisors
Massachusetts
$365K +$4.14K +28 +1%
EP
1433
Eudaimonia Partners
Tennessee
$364K -$1.92K -13 -0.5%
WKSWA
1434
White Knight Strategic Wealth Advisors
New Jersey
$363K – – –
MFT
1435
Moisand Fitzgerald Tamayo
Florida
$363K +$4.43K +30 +1%
SWM
1436
Spire Wealth Management
Virginia
$362K +$114K +770 +46%
ATC
1437
Adirondack Trust Company
New York
$362K +$21.3K +144 +6%
GLLW
1438
Graves Light Lenhart Wealth
Virginia
$360K – – –
MIC
1439
Means Investment Company
Maine
$360K -$2.81K -19 -0.8%
SSG
1440
Summit Securities Group
New York
$360K -$570K -3,854 -61%
QC
1441
Quent Capital
New York
$360K +$179K +1,212 +99%
IAN
1442
Integrated Advisors Network
Texas
$359K +$7.83K +53 +2%
T
1443
TOBAM
France
$359K -$22.3K -151 -6%
CIM
1444
Confluence Investment Management
Missouri
$358K +$3.11K +21 +0.9%
VI
1445
Versor Investments
New York
$357K -$855K -5,790 -71%
WCG
1446
Weaver Consulting Group
California
$357K +$9.75K +66 +3%
WIM
1447
Wittenberg Investment Management
Massachusetts
$356K – – –
LIA
1448
LS Investment Advisors
Michigan
$355K – – –
DIP
1449
DT Investment Partners
Pennsylvania
$354K – – –
RW
1450
REDW Wealth
New Mexico
$354K – – –
56 57
58
59 60