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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 %
SWM
1576
Stockman Wealth Management
Montana
$248K – – –
APA
1577
Astoria Portfolio Advisors
New York
$248K +$14.3K +106 +6%
HFM
1578
Hartford Funds Management
Pennsylvania
$248K +$248K +1,841 New
DMBA
1579
Deseret Mutual Benefit Administrators
Utah
$245K -$66.5K -492 -21%
PCM
1580
Parsons Capital Management
Rhode Island
$245K +$135 +1 +0.1%
NCM
1581
Northside Capital Management
Oregon
$244K – – –
CS
1582
Comerica Securities
Michigan
$243K -$1.08K -8 -0.4%
EBA
1583
Eagle Bay Advisors
New York
$242K +$107K +792 +79%
AA
1584
Advisory Alpha
Michigan
$241K +$21.6K +160 +10%
CGFA
1585
Colton Groome Financial Advisors
North Carolina
$240K – – –
LI
1586
LMCG Investments
Massachusetts
$239K -$135 -1 -0.1%
HWA
1587
HCR Wealth Advisors
California
$239K – – –
TIA
1588
Traphagen Investment Advisors
New Jersey
$239K – – –
MAM
1589
Madison Asset Management
Wisconsin
$238K -$88.2K -654 -27%
ACM
1590
Allred Capital Management
Texas
$238K – – –
KFSC
1591
Keystone Financial Services (Colorado)
Colorado
$237K -$7.79K -53 -3%
LC
1592
LCNB Corp
Ohio
$237K – – –
W
1593
Wealthquest
Ohio
$237K – – –
AIA
1594
Affinity Investment Advisors
California
$236K – – –
KC
1595
Kenfarb & Co
Kentucky
$236K – – –
BWM
1596
Buckley Wealth Management
Nevada
$235K -$184K -1,363 -44%
ACI
1597
Alpha Cubed Investments
California
$235K -$27.6K -205 -11%
RP
1598
Riverwater Partners
Wisconsin
$235K -$1.62K -12 -0.7%
KPW
1599
Kore Private Wealth
New York
$234K -$33.2K -246 -12%
AAS
1600
Annex Advisory Services
Wisconsin
$234K -$17K -126 -7%
62 63
64
65 66