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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 %
APP
1526
Avantax Planning Partners
Iowa
$272K -$45.3K -336 -14%
MLL
1527
Moody Lynn & Lieberson
Massachusetts
$272K +$272K +2,014 New
AMG
1528
Advisors Management Group
Wisconsin
$271K -$675 -5 -0.2%
MUAMU
1529
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$270K -$270K -2,000 -50%
CIA
1530
Caerus Investment Advisors
Texas
$270K -$81K -600 -23%
HA
1531
Harbor Advisors
Florida
$270K – – –
MPIA
1532
Mountain Pacific Investment Advisers
Idaho
$270K – – –
MCM
1533
Magnolia Capital Management
New York
$270K – – –
TIS
1534
Tortoise Index Solutions
Kansas
$268K -$57.7K -427 -18%
CIM
1535
Contravisory Investment Management
Massachusetts
$268K – – –
PCMC
1536
Private Capital Management (Colorado)
Colorado
$267K -$12.1K -90 -4%
FB
1537
First Bancorp
Maine
$267K -$7.96K -59 -3%
PTC
1538
Petrus Trust Company
Texas
$267K +$8.1K +60 +3%
SA
1539
Shilanski & Associates
Alaska
$267K +$267K +1,982 New
LFAS
1540
Level Four Advisory Services
Texas
$266K -$24.4K -181 -8%
BCM
1541
Blume Capital Management
California
$265K -$24.7K -183 -9%
HBW
1542
Hazlett, Burt & Watson
West Virginia
$265K – – –
GKWIM
1543
Gerber Kawasaki Wealth & Investment Management
California
$265K +$49.1K +364 +23%
BOPW
1544
Brandywine Oak Private Wealth
Pennsylvania
$264K -$4.98K -37 -2%
DGAM
1545
Desjardins Global Asset Management
Quebec, Canada
$264K +$7.28K +54 +3%
PAMG
1546
Patton Albertson Miller Group
Tennessee
$263K -$9.44K -70 -3%
EDRH
1547
Edmond de Rothschild Holding
Switzerland
$263K +$2.02K +15 +0.8%
KTC
1548
Kistler-Tiffany Companies
Pennsylvania
$263K +$51.9K +385 +25%
AIM
1549
Allen Investment Management
New York
$262K – – –
RPC
1550
Rossmore Private Capital
Connecticut
$262K +$37.7K +279 +17%
60 61
62
63 64