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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 %
AC
1726
Avestar Capital
New York
$215K +$215K +1,456 New
HFS
1727
Hantz Financial Services
Michigan
$215K -$30.4K -206 -12%
LWA
1728
Lineweaver Wealth Advisors
Ohio
$215K -$24.4K -165 -10%
AWA
1729
Amplius Wealth Advisors
Pennsylvania
$215K +$215K +1,453 New
CAM
1730
Cozad Asset Management
Illinois
$214K +$214K +1,450 New
LJHT
1731
Laurie J. Hall Trustee
$214K – – –
M
1732
MOTCO
Texas
$213K -$106K -717 -33%
RWA
1733
Roberts Wealth Advisors
California
$213K +$213K +1,450 New
ECAM
1734
East Coast Asset Management
Massachusetts
$213K +$213K +1,442 New
CFO
1735
CVA Family Office
Colorado
$213K +$32.5K +220 +18%
DWM
1736
Drive Wealth Management
Utah
$212K +$212K +1,432 New
BWP
1737
Balboa Wealth Partners
Arizona
$212K +$212K +1,431 New
FBC
1738
Fairfield, Bush & Co
Connecticut
$211K +$211K +1,430 New
PIA
1739
Perennial Investment Advisors
California
$211K +$211K +1,429 New
GAMC
1740
Garner Asset Management Corp
Texas
$211K +$211K +1,429 New
CSB
1741
City State Bank
Iowa
$210K – – –
CWM
1742
Centric Wealth Management
Illinois
$210K +$210K +1,420 New
DI
1743
DFPG Investments
Utah
$210K -$146K -948 -41%
PA
1744
Probity Advisors
Texas
$208K +$208K +1,409 New
FMC
1745
First Merchants Corp
Indiana
$207K -$64K -433 -24%
FAM
1746
Family Asset Management
South Carolina
$207K +$207K +1,402 New
SPA
1747
Sherbrooke Park Advisers
New York
$207K +$207K +1,400 New
MC
1748
Middleton & Co
Massachusetts
$207K +$207K +1,400 New
TLA
1749
Tanglewood Legacy Advisors
Texas
$206K +$206K +1,397 New
CIP
1750
Convergence Investment Partners
Florida
$206K -$15.1K -102 -7%
68 69
70
71 72