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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$536M
2
Bank of America
Bank of America
North Carolina
+$214M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$133M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$547M
2
American Century Companies
American Century Companies
Missouri
-$181M
3
CWP
Capital Wealth Planning
Florida
-$149M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$143M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1501
HC Advisors
Georgia
$285K +$135 +1 +0%
FCA
1502
FinTrust Capital Advisors
South Carolina
$284K -$6.42K -44 -2%
SFG
1503
StrategIQ Financial Group
Indiana
$284K +$1.75K +13 +0.6%
PAM
1504
Paradigm Asset Management
New York
$283K -$54K -400 -16%
NA
1505
Navellier & Associates
Nevada
$283K -$40.4K -300 -13%
9WM
1506
9258 Wealth Management
Ohio
$282K -$8.09K -60 -3%
BWA
1507
BDO Wealth Advisors
Florida
$282K +$21.9K +162 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1508
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$280K -$2.47M -18,295 -90%
HIA
1509
Harbor Investment Advisory
Maryland
$280K -$10.5K -78 -4%
LAM
1510
LFS Asset Management
California
$279K +$20.3K +150 +8%
HIG
1511
Heritage Investment Group
Florida
$279K +$60.8K +451 +28%
DP
1512
Dearborn Partners
Illinois
$278K +$12.7K +94 +5%
MFC
1513
Mechanics Financial Corp
Ohio
$277K -$40.5K -300 -13%
CST
1514
Charles Schwab Trust
Nevada
$277K – – –
WCM
1515
Whitener Capital Management
North Carolina
$277K – – –
RCA
1516
Ranch Capital Advisors
Florida
$277K +$135 +1 +0%
WA
1517
Waddell & Associates
Tennessee
$277K +$1.08K +8 +0.4%
TNB
1518
Thomasville National Bank
Georgia
$276K -$6.08K -45 -2%
KMWM
1519
Keudell/Morrison Wealth Management
Oregon
$275K -$135 -1 -0%
CCG
1520
Cypress Capital Group
Florida
$275K – – –
TNAM
1521
Terra Nova Asset Management
New York
$275K +$12K +89 +5%
CBT
1522
Central Bank & Trust
Kentucky
$274K -$22.2K -165 -8%
PFS
1523
Physicians Financial Services
North Carolina
$273K – – –
GWS
1524
Glassman Wealth Services
Virginia
$273K +$7.82K +58 +3%
IWA
1525
Intercontinental Wealth Advisors
Texas
$273K +$42.9K +318 +19%
59 60
61
62 63