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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 %
MSA
1476
Marino Stram & Associates
Massachusetts
$336K -$7.09K -48 -2%
WA
1477
Wealth Architects
California
$336K -$5.47K -37 -2%
PGAM
1478
Princeton Global Asset Management
New Jersey
$335K – – –
ESB
1479
Essex Savings Bank
Connecticut
$335K +$2.66K +18 +0.8%
MTIC
1480
Missouri Trust & Investment Company
Missouri
$334K – – –
ATFA
1481
All Terrain Financial Advisors
Minnesota
$334K – – –
SWM
1482
Silverlake Wealth Management
Vermont
$334K +$11.4K +77 +4%
FWIA
1483
Fort Washington Investment Advisors
Ohio
$332K -$33.6K -228 -9%
OAM
1484
Oak Asset Management
California
$332K -$1.92K -13 -0.6%
RMCM
1485
Reynders McVeigh Capital Management
Massachusetts
$331K – – –
QPW
1486
Quantum Private Wealth
Florida
$331K – – –
AWM
1487
Aberdeen Wealth Management
Illinois
$328K – – –
BIP
1488
Blueprint Investment Partners
North Carolina
$328K +$328K +2,218 New
WPC
1489
Waters Parkerson & Co
Louisiana
$327K -$2.22K -15 -0.7%
SFG
1490
Sunburst Financial Group
Alabama
$327K – – –
NA
1491
Navellier & Associates
Nevada
$325K +$14.8K +100 +5%
PWW
1492
Pettyjohn Wood & White
Virginia
$325K – – –
DDPIC
1493
Deroy & Devereaux Private Investment Counsel
Michigan
$325K +$73.9K +500 +29%
CCA
1494
Childress Capital Advisors
Texas
$324K -$12K -81 -4%
FPFS
1495
First Personal Financial Services
North Carolina
$324K -$73.9K -500 -19%
NLP
1496
Next Level Private
New York
$324K – – –
PA
1497
Procyon Advisors
Connecticut
$323K -$4.58K -31 -1%
RWPA
1498
Richard W. Paul & Associates
Michigan
$323K +$323K +2,184 New
RPC
1499
Rossmore Private Capital
Connecticut
$322K +$35.5K +240 +12%
GWS
1500
Glassman Wealth Services
Virginia
$322K +$22.3K +151 +7%
58 59
60
61 62