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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1651
Accel Wealth Management
Iowa
$306K -$18.2K -97 -6%
BFC
1652
Blue Fin Capital
Rhode Island
$306K – – –
HI
1653
Hudock Inc
Pennsylvania
$306K +$22K +118 +8%
LNWTC
1654
Laird Norton Wetherby Trust Company
Washington
$305K -$7.48K -40 -2%
T
1655
TOBAM
France
$305K +$91.7K +491 +43%
AA
1656
Advisory Alpha
Michigan
$304K +$374 +2 +0.1%
SWA
1657
SFMG Wealth Advisors
Texas
$302K +$374 +2 +0.1%
PCWA
1658
Pacific Capital Wealth Advisors
California
$301K – – –
KWM
1659
Kolinsky Wealth Management
New Jersey
$301K +$30.7K +164 +11%
CF
1660
Corrigan Financial
Rhode Island
$299K +$187 +1 +0.1%
SMC
1661
Smith, Moore & Co
Missouri
$299K -$3.75K -20 -1%
AAIM
1662
Asset Advisors Investment Management
Georgia
$299K – – –
MJP
1663
Michael J. Puzo
$299K – – –
BBNB
1664
Baker Boyer National Bank
Washington
$298K – – –
ISWM
1665
Independent Solutions Wealth Management
New York
$297K -$5.61K -30 -2%
RIM
1666
Reliant Investment Management
Tennessee
$297K – – –
ZF
1667
Zhang Financial
Michigan
$297K +$297K +1,590 New
CAAS
1668
Capital Asset Advisory Services
Michigan
$296K -$2.99K -16 -1%
CIP
1669
Convergence Investment Partners
Florida
$296K -$1.49K -8 -0.5%
SC
1670
Schubert & Co
Texas
$296K +$3.93K +21 +1%
MAC
1671
Mason & Associates (California)
California
$296K +$20.5K +110 +7%
ECA
1672
Elevated Capital Advisors
Utah
$296K +$296K +1,582 New
SGK
1673
Steigerwald Gordon & Koch
Virginia
$295K -$12.5K -67 -4%
MSCM
1674
McElhenny Sheffield Capital Management
Texas
$295K – – –
LJHT
1675
Laurie J. Hall Trustee
$295K – – –
65 66
67
68 69