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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 %
Loomis, Sayles & Company
1701
Loomis, Sayles & Company
Massachusetts
$192K +$192K +1,426 New
PP
1702
Paloma Partners
Connecticut
$189K -$4.77M -35,398 -96%
MCM
1703
MV Capital Management
Maryland
$188K +$9.45K +70 +5%
PCA
1704
Providence Capital Advisors
North Carolina
$186K – – –
HWA
1705
HHM Wealth Advisors
Tennessee
$185K -$54K -400 -23%
JWA
1706
JFS Wealth Advisors
Pennsylvania
$184K +$13.3K +99 +8%
TIM
1707
Tortoise Investment Management
New York
$183K – – –
CG
1708
Carmignac Gestion
France
$182K -$79K -586 -30%
SC
1709
Sierra Capital
Florida
$179K -$181K -1,347 -50%
ABLA
1710
Alan B. Lancz & Associates
Ohio
$175K – – –
VNA
1711
Valley National Advisers
Pennsylvania
$172K +$292 +2 +0.2%
MAM
1712
Magellan Asset Management
Australia
$170K -$16.5K -122 -9%
Q
1713
QVR
California
$167K -$318K -2,362 -66%
LC
1714
Lindbrook Capital
California
$167K -$34.8K -258 -17%
IBOK
1715
Independence Bank of Kentucky
Kentucky
$166K -$13.5K -100 -8%
MHR
1716
Matthew Hamilton Rosenberg
$166K +$2.96K +22 +2%
QC
1717
Quent Capital
New York
$165K +$26.2K +194 +19%
Pacer Advisors
1718
Pacer Advisors
Pennsylvania
$165K +$34K +252 +26%
CFO
1719
CVA Family Office
Colorado
$165K +$39.9K +295 +32%
RCM
1720
Raleigh Capital Management
North Carolina
$162K +$9.59K +71 +6%
CT
1721
Clearstead Trust
Maine
$161K +$161K +1,194 New
GFPC
1722
Global Financial Private Client
Florida
$159K -$17.1K -122 -10%
FMP
1723
Financial Management Professionals
Texas
$157K +$5.93K +44 +4%
AAP
1724
Arax Advisory Partners
Colorado
$156K – – –
SFO
1725
Standard Family Office
South Dakota
$155K +$155K +1,150 New
67 68
69
70 71