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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 %
MAM
1451
Mystic Asset Management
Rhode Island
$353K +$103K +700 +41%
WIA
1452
Westbourne Investment Advisors
Maryland
$353K – – –
MPPLM
1453
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$349K +$35.9K +243 +11%
EWA
1454
EverSource Wealth Advisors
Alabama
$347K +$179K +1,209 +106%
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$346K – – –
BHWM
1456
Bar Harbor Wealth Management
New Hampshire
$345K +$18.5K +125 +6%
PG
1457
Patten Group
Tennessee
$344K – – –
BWM
1458
BNC Wealth Management
Oregon
$343K -$671K -4,539 -66%
EWM
1459
Empirical Wealth Management
Washington
$343K -$25.3K -171 -7%
RHAM
1460
Round Hill Asset Management
California
$342K -$30.3K -205 -8%
CCA
1461
Cadent Capital Advisors
Oklahoma
$342K +$295 +2 +0.1%
BSB
1462
Bangor Savings Bank
Maine
$341K -$23.5K -159 -6%
SNBOSD
1463
Security National Bank of So Dak
Iowa
$340K +$118K +800 +53%
MBTD
1464
Mechanics Bank - Trust Department
California
$340K – – –
OPOWM
1465
One Plus One Wealth Management
Florida
$340K – – –
CHAM
1466
Clear Harbor Asset Management
Connecticut
$340K – – –
EGA
1467
E&G Advisors
Texas
$340K +$14.8K +100 +5%
CAM
1468
Covenant Asset Management
New Jersey
$340K +$340K +2,300 New
WAP
1469
Wealthcare Advisory Partners
Pennsylvania
$340K +$53.8K +364 +19%
SPWG
1470
Sage Private Wealth Group
Illinois
$339K +$148 +1 +0%
MRCM
1471
M&R Capital Management
New Jersey
$339K -$296 -2 -0.1%
HA
1472
HFG Advisors
Ohio
$339K – – –
BG
1473
Benedetti & Gucer
Georgia
$338K – – –
CIM
1474
Contravisory Investment Management
Massachusetts
$337K +$43.3K +293 +15%
GA
1475
Geller Advisors
New York
$336K +$1.48K +10 +0.4%
57 58
59
60 61