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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
1501
Fairbanks Capital Management
California
$418K -$23K -123 -5%
KFA
1502
Krane Funds Advisors
New York
$418K -$13.8K -74 -3%
QPW
1503
Quantum Private Wealth
Florida
$418K – – –
WPC
1504
Waters Parkerson & Co
Louisiana
$417K -$7.3K -39 -2%
HI
1505
Humankind Investments
New York
$416K -$36.3K -194 -8%
AWM
1506
Aberdeen Wealth Management
Illinois
$415K – – –
CT
1507
Columbia Trust
Oregon
$414K +$12.3K +68 +3%
CG
1508
Carmignac Gestion
France
$413K +$413K +2,207 New
ONGA
1509
O'Neil Global Advisors
California
$411K +$411K +2,200 New
MFG
1510
MidWestOne Financial Group
Iowa
$409K – – –
MTIC
1511
Missouri Trust & Investment Company
Missouri
$408K -$65.6K -351 -14%
HIA
1512
Harbor Investment Advisory
Maryland
$405K +$21.9K +117 +6%
ATC
1513
Adirondack Trust Company
New York
$405K +$85.7K +459 +27%
Kayne Anderson Rudnick Investment Management
1514
Kayne Anderson Rudnick Investment Management
California
$403K -$2.8K -15 -0.7%
EDRH
1515
Edmond de Rothschild Holding
Switzerland
$402K -$1.94M -10,343 -83%
NLP
1516
Next Level Private
New York
$402K – – –
9WM
1517
9258 Wealth Management
Ohio
$401K -$1.87K -10 -0.5%
SFG
1518
StrategIQ Financial Group
Indiana
$400K +$373 +2 +0.1%
SWM
1519
Silverlake Wealth Management
Vermont
$398K – – –
GDP
1520
Great Diamond Partners
Maine
$398K -$11.6K -62 -3%
Rafferty Asset Management
1521
Rafferty Asset Management
New York
$398K +$398K +2,131 New
DCM
1522
Donaldson Capital Management
Indiana
$397K +$397K +2,122 New
ESB
1523
Essex Savings Bank
Connecticut
$396K +$2.43K +13 +0.6%
TFA
1524
Toth Financial Advisory
Virginia
$395K +$374 +2 +0.1%
WDG
1525
Wealth Dimensions Group
Ohio
$395K +$16.8K +90 +4%
59 60
61
62 63