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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 %
LC
1651
Lindbrook Capital
California
$243K +$59.8K +405 +33%
SC
1652
Schubert & Co
Texas
$242K +$2.51K +17 +1%
JFA
1653
JNBA Financial Advisors
Minnesota
$242K -$103K -700 -30%
FBFS
1654
First Business Financial Services
Wisconsin
$241K – – –
WP
1655
WealthSpring Partners
California
$241K +$295 +2 +0.1%
HR
1656
Howe & Rusling
New York
$241K -$886 -6 -0.4%
RIM
1657
Rockbridge Investment Management
New York
$240K +$240K +1,624 New
WWM
1658
Windsor Wealth Management
Indiana
$239K +$601 +4 +0.3%
AWA
1659
Acorn Wealth Advisors
Michigan
$238K +$3.55K +24 +2%
AA
1660
Advisory Alpha
Michigan
$237K -$26.6K -180 -10%
CAMG
1661
CWA Asset Management Group
Florida
$236K +$5.02K +34 +2%
MJP
1662
Michael J. Puzo
$236K – – –
AAIM
1663
Asset Advisors Investment Management
Georgia
$236K – – –
FFH
1664
Fairfax Financial Holdings
Ontario, Canada
$236K – – –
AA
1665
Alta Advisers
United Kingdom
$236K – – –
EFG
1666
Everhart Financial Group
Ohio
$236K -$109K -736 -32%
BBNB
1667
Baker Boyer National Bank
Washington
$235K – – –
KFA
1668
Kapstone Financial Advisors
Ohio
$235K +$235K +1,359 New
LNWTC
1669
Laird Norton Wetherby Trust Company
Washington
$235K +$235K +1,592 New
ISWM
1670
Independent Solutions Wealth Management
New York
$235K – – –
MA
1671
MBA Advisors
Pennsylvania
$234K +$234K +1,587 New
MSCM
1672
McElhenny Sheffield Capital Management
Texas
$234K +$2.2K +15 +0.9%
CPIA
1673
Cornell Pochily Investment Advisors
New York
$234K +$443 +3 +0.2%
ECA
1674
Elevated Capital Advisors
Utah
$233K -$591 -4 -0.3%
FFP
1675
FourThought Financial Partners
Florida
$233K +$233K +1,577 New
65 66
67
68 69