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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
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
1751
First Financial Corp
Indiana
$107K – – –
S
1752
Surevest
California
$104K -$39.4K -293 -27%
AIC
1753
Archer Investment Corporation
Indiana
$101K – – –
FCT
1754
First Community Trust
Iowa
$101K – – –
EWM
1755
Endurance Wealth Management
Rhode Island
$100K -$3.39K -25 -3%
ANBT
1756
American National Bank & Trust
Texas
$100K +$23.2K +172 +30%
BWM
1757
BerganKDV Wealth Management
Minnesota
$98K +$1.08K +8 +1%
FMTCOCP
1758
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K – – –
AW
1759
Avion Wealth
Texas
$93K – – –
PWMG
1760
Prestige Wealth Management Group
New Jersey
$91K -$9.36K -69 -9%
VCM
1761
Versant Capital Management
Arizona
$90K -$8K -59 -8%
LCM
1762
Logan Capital Management
Pennsylvania
$90K – – –
LFG
1763
Larson Financial Group
Missouri
$88K +$55.8K +413 +174%
NSB
1764
Norway Savings Bank
Maine
$85K -$13.5K -100 -14%
SL
1765
Savior LLC
Massachusetts
$84K – – –
MCC
1766
Money Concepts Capital
Florida
$83K +$2.83K +21 +4%
PA
1767
PSI Advisors
Florida
$83K +$27.1K +200 +49%
CT
1768
Colonial Trust
South Carolina
$83K +$83K +616 New
ZB
1769
Zions Bancorporation
Utah
$81K -$176K -1,309 -68%
UIA
1770
Ulland Investment Advisors
Minnesota
$81K – – –
TFM
1771
TFC Financial Management
Massachusetts
$80K – – –
RTC
1772
Riverview Trust Company
Washington
$80K +$19.7K +146 +33%
IUHSA
1773
Itau Unibanco Holding S.A.
Brazil
$80K +$80K +596 New
FA
1774
Fortis Advisors
Pennsylvania
$79K – – –
MGIM
1775
M&G Investment Management
United Kingdom
$76.9K -$11.6K -85,603 -13%
69 70
71
72 73