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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 %
T
1601
TCWP
Ohio
$234K +$25.2K +187 +12%
SWA
1602
Stratos Wealth Advisors
Ohio
$233K -$11.2K -83 -5%
IRC
1603
Investors Research Corp
Georgia
$233K – – –
FA
1604
Fagan Associates
New York
$233K +$3.38K +25 +1%
KWM
1605
Kolinsky Wealth Management
New Jersey
$232K +$12.3K +91 +6%
GTAM
1606
Global Trust Asset Management
Florida
$232K +$33.8K +250 +17%
PPP
1607
Private Portfolio Partners
New Jersey
$231K +$270 +2 +0.1%
HCP
1608
Hexagon Capital Partners
Arkansas
$230K +$39.6K +294 +21%
CF
1609
Centaurus Financial
California
$229K -$623K -4,620 -73%
ZCI
1610
Zevenbergen Capital Investments
Washington
$229K – – –
DDPIC
1611
Deroy & Devereaux Private Investment Counsel
Michigan
$229K – – –
SIAP
1612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K – – –
PCWA
1613
Pacific Capital Wealth Advisors
California
$229K +$11.6K +86 +5%
SN
1614
Sittner & Nelson
Oregon
$228K -$63.9K -474 -22%
1WM
1615
1900 Wealth Management
Texas
$228K – – –
VCM
1616
Virtue Capital Management
Tennessee
$228K +$228K +1,689 New
BFC
1617
Blue Fin Capital
Rhode Island
$227K -$2.42K -18 -1%
MAM
1618
Mystic Asset Management
Rhode Island
$227K +$3.36K +25 +2%
RIA
1619
Regal Investment Advisors
Michigan
$227K +$20.4K +151 +10%
SWM
1620
Spire Wealth Management
Virginia
$226K -$421K -3,126 -65%
BOM
1621
Bank of Marin
California
$226K – – –
OA
1622
Oxbow Advisors
Texas
$226K – – –
NRI
1623
NFP Retirement Inc
California
$225K – – –
IAIM
1624
Industrial Alliance Investment Management
Quebec, Canada
$224K -$54.5K -403 -20%
HFS
1625
Hantz Financial Services
Michigan
$224K -$13.5K -100 -6%
63 64
65
66 67