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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 %
TTWM
1676
TCV Trust & Wealth Management
Virginia
$206K -$36.9K -274 -15%
LI
1677
Lafayette Investments
Maryland
$206K – – –
VCM
1678
Vivaldi Capital Management
Illinois
$205K -$416 -3 -0.2%
EFSCE
1679
Enterprise Financial Services Corp (EFSC)
Missouri
$205K +$1.89K +14 +0.9%
SFA
1680
Semmax Financial Advisors
North Carolina
$204K -$10.5K -71 -5%
NB
1681
Northwest Bancshares
Pennsylvania
$204K -$8.11K -60 -4%
FC
1682
Forte Capital
New York
$204K – – –
NFP
1683
NorthLanding Financial Partners
New York
$204K +$204K +1,509 New
WCA
1684
Westover Capital Advisors
Delaware
$204K +$204K +1,510 New
UBV
1685
United Bank (Virginia)
Virginia
$203K +$203K +1,505 New
LAM
1686
L2 Asset Management
Massachusetts
$203K +$203K +1,507 New
CIP
1687
Convergence Investment Partners
Florida
$202K -$179K -1,326 -47%
SNBOSD
1688
Security National Bank of So Dak
Iowa
$202K -$26.9K -200 -12%
CCM
1689
CTC Capital Management
Illinois
$202K -$13.5K -100 -6%
MCM
1690
Mengis Capital Management
Oregon
$202K – – –
PAS
1691
Professional Advisory Services
Florida
$202K – – –
WRM
1692
Weybosset Research & Management
Rhode Island
$202K – – –
LFA
1693
Legacy Financial Advisors
Kentucky
$202K +$202K +1,499 New
PCP
1694
Proficio Capital Partners
Massachusetts
$202K +$202K +1,506 New
MCM
1695
Monument Capital Management
Virginia
$201K +$201K +1,493 New
CHC
1696
City Holding Co
West Virginia
$200K – – –
DAM
1697
Delta Asset Management
Tennessee
$200K – – –
LJHT
1698
Laurie J. Hall Trustee
$195K – – –
WWM
1699
Wolff Wiese Magana
California
$194K -$12.5K -93 -6%
CSB
1700
City State Bank
Iowa
$192K -$1.76K -13 -0.9%
66 67
68
69 70