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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 %
MCM
1551
Magnolia Capital Management
New York
$374K – – –
CA
1552
Cumberland Advisors
Florida
$374K +$374K +2,000 New
GHA
1553
GW Henssler & Associates
Georgia
$370K – – –
AIM
1554
Athena Investment Management
California
$370K +$370K +1,965 New
BWA
1555
BDO Wealth Advisors
Florida
$369K -$56.1K -300 -13%
PCM
1556
Parsons Capital Management
Rhode Island
$368K -$25.8K -138 -7%
DP
1557
Dearborn Partners
Illinois
$367K +$5.24K +28 +1%
GVAG
1558
Great Valley Advisor Group
Delaware
$366K -$2.74K -15 -0.7%
HBW
1559
Hazlett, Burt & Watson
West Virginia
$366K +$366K +1,962 New
CC
1560
Centiva Capital
New York
$364K -$2.01M -10,772 -85%
FC
1561
Ferris Capital
Massachusetts
$364K – – –
DTC
1562
Davidson Trust Company
Washington
$364K – – –
AIM
1563
Allen Investment Management
New York
$363K – – –
MFG
1564
Merit Financial Group
Georgia
$363K +$36.1K +193 +11%
HPWM
1565
Highland Private Wealth Management
Washington
$362K +$23.9K +128 +7%
IFO
1566
Independent Family Office
New York
$361K – – –
CPIG
1567
Chicago Partners Investment Group
Illinois
$359K -$96.9K -620 -21%
TWM
1568
Titus Wealth Management
California
$359K -$5.05K -27 -1%
FAIM
1569
Financial Advocates Investment Management
Washington
$358K +$8.59K +46 +2%
MLA
1570
My Legacy Advisors
Oregon
$357K +$357K +1,910 New
EA
1571
Echo45 Advisors
California
$356K -$55.3K -296 -13%
HFS
1572
Hantz Financial Services
Michigan
$356K -$2.62K -14 -0.7%
SSA
1573
Schonfeld Strategic Advisors
New York
$355K -$24.1M -128,892 -99%
SWMP
1574
Signature Wealth Management Partners
New Jersey
$355K -$187K -1,000 -35%
WCM
1575
Windsor Capital Management
Arizona
$355K +$187 +1 +0.1%
61 62
63
64 65