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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 %
MCM
1551
Magnolia Capital Management
New York
$295K – – –
DGAM
1552
Desjardins Global Asset Management
Quebec, Canada
$294K +$5.02K +34 +2%
DAS
1553
Dynamic Advisor Solutions
Arizona
$293K -$63.1K -427 -18%
FB
1554
First Bancorp
Maine
$292K – – –
CCWM
1555
Cassaday & Co Wealth Management
Virginia
$291K +$291K +1,971 New
DP
1556
Dearborn Partners
Illinois
$290K -$14K -95 -5%
HBW
1557
Hazlett, Burt & Watson
West Virginia
$290K – – –
LSPW
1558
Lake Street Private Wealth
Illinois
$289K -$76.5K -518 -21%
KFSC
1559
Keystone Financial Services (Colorado)
Colorado
$288K +$5.6K +32 +2%
RP
1560
Riverwater Partners
Wisconsin
$288K +$29.8K +202 +12%
AIM
1561
Allen Investment Management
New York
$287K – – –
FA
1562
Financial Advisors
Massachusetts
$287K -$44.3K -300 -13%
IFO
1563
Independent Family Office
New York
$285K – – –
HCM
1564
Howland Capital Management
Massachusetts
$285K – – –
ACI
1565
Alpha Cubed Investments
California
$285K +$27.2K +184 +11%
ACM
1566
AUA Capital Management
Pennsylvania
$283K – – –
TNAM
1567
Terra Nova Asset Management
New York
$283K -$19.1K -129 -6%
RZH
1568
Relyea Zuckerberg Hanson
Connecticut
$282K +$282K +1,909 New
THL
1569
Tillman Hartley LLC
Colorado
$282K +$282K +1,908 New
NECFA
1570
New England Capital Financial Advisors
Connecticut
$282K +$282K +1,858 New
CIG
1571
Cairn Investment Group
Washington
$281K – – –
BIM
1572
Barton Investment Management
Pennsylvania
$281K -$216K -1,460 -43%
FANJ
1573
Financial Architects (New Jersey)
New Jersey
$281K +$49.6K +336 +21%
SWMP
1574
Signature Wealth Management Partners
New Jersey
$280K – – –
WBC
1575
West Branch Capital
Massachusetts
$278K +$148K +1,000 +113%
61 62
63
64 65