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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 %
MAG
1701
Mayfair Advisory Group
Alabama
$223K – – –
NFP
1702
NorthLanding Financial Partners
New York
$223K -$148 -1 -0.1%
NB
1703
Northwest Bancshares
Pennsylvania
$223K – – –
MCM
1704
MV Capital Management
Maryland
$223K +$17K +115 +8%
UBV
1705
United Bank (Virginia)
Virginia
$222K – – –
WRM
1706
Weybosset Research & Management
Rhode Island
$222K – – –
PAS
1707
Professional Advisory Services
Florida
$222K – – –
HCP
1708
Hexagon Capital Partners
Arkansas
$222K -$30.1K -204 -12%
NWM
1709
Northwest Wealth Management
Iowa
$222K -$6.06K -41 -3%
WA1
1710
Wimmer Associates 1
California
$222K – – –
BG
1711
Bahl & Gaynor
Ohio
$221K +$221K +1,496 New
MCM
1712
Mengis Capital Management
Oregon
$221K – – –
SC
1713
Sierra Capital
Florida
$221K +$25.1K +170 +13%
OW
1714
Olistico Wealth
Oklahoma
$221K +$221K +1,493 New
OWM
1715
OneAscent Wealth Management
Alabama
$220K +$220K +1,492 New
DAM
1716
Delta Asset Management
Tennessee
$220K – – –
HI
1717
Humankind Investments
New York
$219K +$219K +1,485 New
CHC
1718
City Holding Co
West Virginia
$219K – – –
FOA
1719
Five Oceans Advisors
California
$217K -$20.2K -137 -9%
IB
1720
Intrust Bank
Kansas
$217K +$217K +1,466 New
PWS
1721
Peterson Wealth Services
Utah
$216K +$216K +1,464 New
SCM
1722
Stonebridge Capital Management
California
$216K -$148K -1,000 -41%
TWM
1723
Thrive Wealth Management
Pennsylvania
$216K +$216K +1,461 New
WCA
1724
Westover Capital Advisors
Delaware
$216K -$7.39K -50 -3%
DTC
1725
Davidson Trust Company
Washington
$215K +$215K +1,458 New
67 68
69
70 71