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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 %
BA
1676
Bridgewater Associates
Connecticut
$233K +$233K +1,575 New
CAAS
1677
Capital Asset Advisory Services
Michigan
$233K -$3.41K -23 -1%
AAG
1678
Armstrong Advisory Group
Massachusetts
$232K +$232K +1,571 New
HIG
1679
Heritage Investment Group
Florida
$232K -$73.5K -498 -24%
MSWM
1680
McGlone Suttner Wealth Management
Wisconsin
$232K +$232K +1,568 New
LFS
1681
Legacy Financial Strategies
Kansas
$231K – – –
FC
1682
Forte Capital
New York
$231K +$7.09K +48 +3%
SLG
1683
Stanley-Laman Group
Pennsylvania
$230K +$230K +1,558 New
RIM
1684
Reliant Investment Management
Tennessee
$230K – – –
BFG
1685
Bouchey Financial Group
New York
$230K +$230K +1,556 New
GDP
1686
Great Diamond Partners
Maine
$230K +$1.77K +12 +0.8%
PCP
1687
Proficio Capital Partners
Massachusetts
$230K +$6.38K +43 +3%
VCM
1688
Vivaldi Capital Management
Illinois
$230K +$7.37K +49 +3%
KLI
1689
Kelman-Lazarov Inc
Tennessee
$229K – – –
FM
1690
Foster & Motley
Ohio
$229K +$229K +1,548 New
AAS
1691
Annex Advisory Services
Wisconsin
$227K -$29.3K -198 -11%
WCFA
1692
Walkner Condon Financial Advisors
Wisconsin
$227K +$227K +1,534 New
ASA
1693
Armstrong Shaw Associates
Connecticut
$227K – – –
EFSCE
1694
Enterprise Financial Services Corp (EFSC)
Missouri
$227K +$1.77K +12 +0.8%
LI
1695
Lafayette Investments
Maryland
$225K – – –
WA
1696
Waverly Advisors
Alabama
$225K +$225K +1,520 New
WFI
1697
West Family Investments
California
$224K +$224K +1,518 New
HI
1698
Hudock Inc
Pennsylvania
$224K -$18.5K -125 -8%
CW
1699
CIC Wealth
Maryland
$223K +$223K +1,512 New
TTWM
1700
TCV Trust & Wealth Management
Virginia
$223K -$2.66K -18 -1%
66 67
68
69 70