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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 %
LFA
1601
Legacy Financial Advisors
Kentucky
$262K +$40.9K +277 +18%
HWA
1602
HCR Wealth Advisors
California
$262K – – –
BEI
1603
Benjamin Edwards Inc
Missouri
$262K +$34.2K +232 +15%
SG
1604
StoneX Group
New York
$262K +$262K +1,765 New
HWM
1605
Hohimer Wealth Management
Washington
$262K +$262K +1,771 New
AO
1606
Advisor OS
Illinois
$260K +$260K +1,763 New
W
1607
Wealthquest
Ohio
$260K – – –
WCM
1608
Windsor Capital Management
Arizona
$260K -$18.9K -128 -7%
LI
1609
LMCG Investments
Massachusetts
$260K -$2.07K -14 -0.8%
SIAP
1610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K +$8.72K +59 +3%
PP
1611
PDS Planning
Ohio
$260K +$19.8K +134 +8%
LC
1612
LCNB Corp
Ohio
$260K – – –
SCM
1613
SKBA Capital Management
California
$259K +$29.6K +200 +13%
KC
1614
Kenfarb & Co
Kentucky
$259K – – –
PAMG
1615
Patton Albertson Miller Group
Tennessee
$258K -$29.8K -202 -10%
FFBTD
1616
First Financial Bank - Trust Division
Ohio
$258K -$168K -1,137 -39%
BWM
1617
Buckley Wealth Management
Nevada
$258K -$295 -2 -0.1%
RPCONE
1618
Retirement Planning Company of New England
Rhode Island
$256K +$22.8K +154 +10%
IRC
1619
Investors Research Corp
Georgia
$255K -$443 -3 -0.2%
JWM
1620
Jackson Wealth Management
Florida
$254K -$187K -1,263 -42%
PPP
1621
Private Portfolio Partners
New Jersey
$254K +$591 +4 +0.2%
LAM
1622
L2 Asset Management
Massachusetts
$253K +$29.8K +202 +13%
PWMG
1623
Provence Wealth Management Group
California
$251K +$251K +1,702 New
IIC
1624
Integrated Investment Consultants
Michigan
$251K -$116K -782 -31%
PCM
1625
Princeton Capital Management
New Jersey
$251K +$251K +1,701 New
63 64
65
66 67