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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 %
ASFA
1651
All Season Financial Advisors
Colorado
$215K +$3.64K +27 +2%
MFG
1652
Menard Financial Group
Texas
$215K +$215K +1,594 New
ISWM
1653
Independent Solutions Wealth Management
New York
$215K – – –
AWA
1654
Acorn Wealth Advisors
Michigan
$214K +$1.35K +10 +0.6%
ECA
1655
Elevated Capital Advisors
Utah
$214K +$214K +1,584 New
CL
1656
CPWM LLC
Washington
$213K -$51.7K -382 -20%
CPIA
1657
Cornell Pochily Investment Advisors
New York
$213K -$9.71K -72 -4%
MSCM
1658
McElhenny Sheffield Capital Management
Texas
$213K – – –
RPCONE
1659
Retirement Planning Company of New England
Rhode Island
$213K +$6.19K +46 +3%
SGK
1660
Steigerwald Gordon & Koch
Virginia
$212K – – –
FNB
1661
Farmers National Bank
Kentucky
$211K -$19.6K -145 -8%
FANJ
1662
Financial Architects (New Jersey)
New Jersey
$211K +$270 +2 +0.1%
CAMG
1663
CWA Asset Management Group
Florida
$211K +$211K +1,566 New
LFS
1664
Legacy Financial Strategies
Kansas
$211K +$211K +1,566 New
RIM
1665
Reliant Investment Management
Tennessee
$210K – – –
WA
1666
WestEnd Advisors
North Carolina
$209K -$33.7M -249,442 -99%
BCM
1667
BTC Capital Management
Iowa
$209K -$52.6K -390 -20%
KLI
1668
Kelman-Lazarov Inc
Tennessee
$209K -$41.4K -307 -17%
SCM
1669
SKBA Capital Management
California
$209K -$13.5K -100 -6%
GDP
1670
Great Diamond Partners
Maine
$208K -$61.7K -458 -23%
MAG
1671
Mayfair Advisory Group
Alabama
$208K – – –
NWM
1672
Northwest Wealth Management
Iowa
$208K +$2.84K +21 +1%
BEI
1673
Benjamin Edwards Inc
Missouri
$208K +$45.4K +337 +28%
ASA
1674
Armstrong Shaw Associates
Connecticut
$207K – – –
CH
1675
Canton Hathaway
Rhode Island
$206K -$44K -327 -18%
65 66
67
68 69