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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 %
MFC
1526
Mechanics Financial Corp
Ohio
$303K – – –
AMG
1527
Advisors Management Group
Wisconsin
$303K +$6.21K +42 +2%
FAIM
1528
Financial Advocates Investment Management
Washington
$303K -$27K -183 -8%
CST
1529
Charles Schwab Trust
Nevada
$303K – – –
TNB
1530
Thomasville National Bank
Georgia
$302K – – –
KMWM
1531
Keudell/Morrison Wealth Management
Oregon
$301K – – –
SCA
1532
Stonebridge Capital Advisors
Minnesota
$301K +$22.5K +152 +8%
TA
1533
Trellis Advisors
Washington
$300K +$22.8K +154 +8%
CBT
1534
Central Bank & Trust
Kentucky
$300K – – –
IWA
1535
Intercontinental Wealth Advisors
Texas
$300K +$591 +4 +0.2%
BWA
1536
BDO Wealth Advisors
Florida
$300K -$8.57K -58 -3%
RWB
1537
RMR Wealth Builders
New Jersey
$299K +$55.3K +374 +23%
ACM
1538
Allred Capital Management
Texas
$299K +$37.1K +251 +14%
APA
1539
Astoria Portfolio Advisors
New York
$298K +$19K +125 +7%
GKWIM
1540
Gerber Kawasaki Wealth & Investment Management
California
$298K +$7.24K +49 +2%
CCG
1541
Cypress Capital Group
Florida
$297K -$4.29K -29 -1%
MC
1542
Machina Capital
France
$297K -$225K -1,526 -43%
IAA
1543
Independent Advisor Alliance
North Carolina
$296K +$37.8K +3,819 +15%
MUAMU
1544
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$296K – – –
WG
1545
Winton Group
United Kingdom
$296K -$652K -4,412 -69%
LFAS
1546
Level Four Advisory Services
Texas
$296K +$4.29K +29 +1%
MPIA
1547
Mountain Pacific Investment Advisers
Idaho
$296K – – –
HA
1548
Harbor Advisors
Florida
$296K – – –
CIA
1549
Caerus Investment Advisors
Texas
$296K – – –
MLL
1550
Moody Lynn & Lieberson
Massachusetts
$295K -$2.07K -14 -0.7%
60 61
62
63 64