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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
$1.08B
2
Bank of America
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$101M
2
American Century Companies
American Century Companies
Missouri
$203M
3
CWP
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
1551
Baltimore-Washington Financial Advisors
Maryland
$261K – – –
IFO
1552
Independent Family Office
New York
$261K – – –
WAP
1553
Wealthcare Advisory Partners
Pennsylvania
$261K +$41.5K +308 +19%
HCM
1554
Howland Capital Management
Massachusetts
$260K -$1.21K -9 -0.5%
SDWMA
1555
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$2.56K +19 +1%
ACM
1556
AUA Capital Management
Pennsylvania
$258K -$133K -985 -34%
CIG
1557
Cairn Investment Group
Washington
$256K – – –
SWMP
1558
Signature Wealth Management Partners
New Jersey
$256K – – –
FCM
1559
Fairbanks Capital Management
California
$254K -$9.59K -71 -4%
WCM
1560
Windsor Capital Management
Arizona
$254K -$1.61K -12 -0.6%
SCA
1561
Stonebridge Capital Advisors
Minnesota
$254K +$7.42K +55 +3%
TA
1562
Trellis Advisors
Washington
$253K -$404 -3 -0.2%
VV
1563
Verity & Verity
South Carolina
$253K – – –
WTB
1564
Washington Trust Bank
Washington
$253K – – –
AFP
1565
Ausdal Financial Partners
Iowa
$253K +$944 +7 +0.4%
BLC
1566
Brown, Lisle/Cummings
Rhode Island
$253K – – –
FFA
1567
Founders Financial Alliance
North Carolina
$252K -$70.8K -525 -22%
RF
1568
Resolute Financial
Massachusetts
$252K – – –
WCM
1569
Washington Capital Management
Washington
$251K – – –
SWA
1570
Sax Wealth Advisors
New Jersey
$251K +$135 +1 +0.1%
NW
1571
NewEdge Wealth
Pennsylvania
$250K -$339K -2,512 -58%
AA
1572
Aire Advisors
California
$249K -$23.3K -173 -9%
RWP
1573
Ridgecrest Wealth Partners
California
$249K – – –
NA
1574
Nottingham Advisors
New York
$249K – – –
FMC
1575
First Merchants Corp
Indiana
$248K -$135 -1 -0.1%
61 62
63
64 65