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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 %
AA
1626
Aire Advisors
California
$251K -$21.9K -148 -8%
FA
1627
Fagan Associates
New York
$251K -$3.69K -25 -1%
ZCI
1628
Zevenbergen Capital Investments
Washington
$251K – – –
FC
1629
Fulcrum Capital
Washington
$251K +$251K +1,700 New
RW
1630
Rede Wealth
Virginia
$251K -$66.9K -453 -21%
KWM
1631
Kolinsky Wealth Management
New Jersey
$251K -$3.25K -22 -1%
SN
1632
Sittner & Nelson
Oregon
$250K +$296 +2 +0.1%
AC
1633
AXQ Capital
New Jersey
$250K +$250K +1,692 New
AFP
1634
Ausdal Financial Partners
Iowa
$249K -$27.8K -188 -10%
1WM
1635
1900 Wealth Management
Texas
$249K – – –
I
1636
IMPACTfolio
Colorado
$249K +$3.7K +25 +2%
RMDI
1637
R.M. Davis Inc
Maine
$248K -$90.3K -610 -27%
BOPW
1638
Brandywine Oak Private Wealth
Pennsylvania
$248K -$42.4K -287 -15%
BOM
1639
Bank of Marin
California
$247K – – –
SGK
1640
Steigerwald Gordon & Koch
Virginia
$247K +$14.8K +100 +6%
BFC
1641
Blue Fin Capital
Rhode Island
$247K -$1.92K -13 -0.8%
NRI
1642
NFP Retirement Inc
California
$247K +$148 +1 +0.1%
FCM
1643
Family Capital Management
Michigan
$247K +$247K +1,669 New
BCM
1644
Blume Capital Management
California
$246K -$44.3K -300 -15%
EBA
1645
Eagle Bay Advisors
New York
$245K -$19.2K -130 -7%
VCM
1646
Virtue Capital Management
Tennessee
$245K -$5.02K -34 -2%
HHGA
1647
Halbert Hargrove Global Advisors
California
$244K +$244K +1,654 New
FPW
1648
Flagship Private Wealth
Massachusetts
$244K – – –
OA
1649
Oxbow Advisors
Texas
$244K -$3.69K -25 -1%
HWM
1650
Hemington Wealth Management
Virginia
$244K +$4.27K +29 +2%
64 65
66
67 68