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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 %
FWM
1576
Forza Wealth Management
Florida
$277K +$277K +1,878 New
BLC
1577
Brown, Lisle/Cummings
Rhode Island
$277K – – –
BWA
1578
Burt Wealth Advisors
Maryland
$277K +$277K +1,875 New
WTB
1579
Washington Trust Bank
Washington
$277K – – –
FFA
1580
Founders Financial Alliance
North Carolina
$276K – – –
NA
1581
Nottingham Advisors
New York
$276K +$3.4K +23 +1%
BWFA
1582
Baltimore-Washington Financial Advisors
Maryland
$275K -$11.8K -80 -4%
WCM
1583
Washington Capital Management
Washington
$275K – – –
R
1584
Rebalance
California
$275K +$275K +1,858 New
FCM
1585
Fairbanks Capital Management
California
$274K -$3.69K -25 -1%
TIM
1586
Thompson Investment Management
Wisconsin
$274K -$201K -1,362 -42%
SMC
1587
Smith, Moore & Co
Missouri
$273K +$37.4K +253 +16%
1WA
1588
180 Wealth Advisors
Washington
$273K +$15.7K +101 +6%
RWP
1589
Ridgecrest Wealth Partners
California
$273K – – –
CWP
1590
Core Wealth Partners
California
$271K +$271K +3,035 New
AWM
1591
Arista Wealth Management
Nevada
$271K +$271K +1,835 New
SWM
1592
Stockman Wealth Management
Montana
$268K -$2.96K -20 -1%
NCM
1593
Northside Capital Management
Oregon
$267K – – –
IAIM
1594
Industrial Alliance Investment Management
Quebec, Canada
$266K +$21.3K +144 +9%
SCM
1595
Shelton Capital Management
Colorado
$266K -$700K -4,737 -72%
CFO
1596
Callan Family Office
Pennsylvania
$264K +$264K +1,788 New
PCM
1597
Parsons Capital Management
Rhode Island
$264K -$4.58K -31 -2%
PIA
1598
Pinion Investment Advisors
Kansas
$263K -$67.9K -460 -21%
CS
1599
Comerica Securities
Michigan
$263K -$3.4K -23 -1%
BCM
1600
BTC Capital Management
Iowa
$262K +$33.2K +225 +15%
62 63
64
65 66