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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 %
Kayne Anderson Rudnick Investment Management
1501
Kayne Anderson Rudnick Investment Management
California
$321K – – –
RF
1502
Resolute Financial
Massachusetts
$320K +$44.3K +300 +16%
APP
1503
Avantax Planning Partners
Iowa
$320K +$22.3K +151 +7%
FRM
1504
Fox Run Management
Connecticut
$318K -$913K -6,181 -74%
GIM
1505
Greylin Investment Management
Virginia
$318K – – –
FCA
1506
FinTrust Capital Advisors
South Carolina
$317K +$29.4K +199 +10%
FBB
1507
Fulton Breakefield Broenniman
Maryland
$316K +$4.73K +32 +2%
CWG
1508
Cornerstone Wealth Group
North Carolina
$316K -$53.6K -363 -15%
DCM
1509
Donaldson Capital Management
Indiana
$316K – – –
YC
1510
Yarbrough Capital
Tennessee
$315K – – –
CD
1511
Chapin Davis
Maryland
$313K +$313K +2,117 New
SFG
1512
StrategIQ Financial Group
Indiana
$312K +$443 +3 +0.1%
HA
1513
HC Advisors
Georgia
$312K – – –
TIA
1514
Tiemann Investment Advisors
California
$311K -$7.39K -50 -2%
HIA
1515
Harbor Investment Advisory
Maryland
$309K +$3.4K +23 +1%
AWE
1516
Avidian Wealth Enterprises
Texas
$309K +$309K +2,092 New
9WM
1517
9258 Wealth Management
Ohio
$309K – – –
CT
1518
Columbia Trust
Oregon
$309K -$25.9K -175 -8%
WDG
1519
Wealth Dimensions Group
Ohio
$308K -$3.99K -27 -1%
TFA
1520
Toth Financial Advisory
Virginia
$307K -$11.4K -77 -4%
PFS
1521
Physicians Financial Services
North Carolina
$306K +$7.39K +50 +2%
EDRH
1522
Edmond de Rothschild Holding
Switzerland
$306K +$17K +115 +6%
WA
1523
Waddell & Associates
Tennessee
$305K +$1.92K +13 +0.6%
WCM
1524
Whitener Capital Management
North Carolina
$304K – – –
RCA
1525
Ranch Capital Advisors
Florida
$303K – – –
59 60
61
62 63