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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 %
NW
1751
NewEdge Wealth
Pennsylvania
$206K -$68.4K -463 -25%
ACM
1752
Acrisure Capital Management
Texas
$205K +$205K +1,389 New
SOW
1753
State of Wyoming
Wyoming
$205K +$80.5K +545 +65%
FWM
1754
FMB Wealth Management
California
$204K +$204K +1,384 New
SFA
1755
Semmax Financial Advisors
North Carolina
$204K -$9.24K -60 -4%
SDAM
1756
Shulman DeMeo Asset Management
New York
$204K +$204K +1,380 New
Pacer Advisors
1757
Pacer Advisors
Pennsylvania
$204K +$23.2K +157 +13%
KP
1758
Keel Point
Alabama
$204K +$204K +1,380 New
PCA
1759
Providence Capital Advisors
North Carolina
$203K – – –
SSWM
1760
Strait & Sound Wealth Management
California
$203K +$203K +1,318 New
ABLA
1761
Alan B. Lancz & Associates
Ohio
$202K – – –
SCM
1762
Sebold Capital Management
Illinois
$202K +$202K +1,368 New
LPT
1763
Legacy Private Trust
Wisconsin
$202K +$202K +1,365 New
EWM
1764
Edge Wealth Management
New York
$201K +$201K +1,373 New
HFRG
1765
Houlihan Financial Resource Group
Virginia
$201K +$201K +1,357 New
SPP
1766
Single Point Partners
Massachusetts
$201K +$201K +1,363 New
RIA
1767
Regal Investment Advisors
Michigan
$201K -$47.4K -321 -19%
V
1768
ViaWealth
Kansas
$200K +$200K +1,331 New
HWA
1769
HHM Wealth Advisors
Tennessee
$194K -$8.13K -55 -4%
JWA
1770
JFS Wealth Advisors
Pennsylvania
$192K -$9.75K -66 -5%
TIM
1771
Tortoise Investment Management
New York
$192K -$8.27K -56 -4%
MHR
1772
Matthew Hamilton Rosenberg
$190K +$7.68K +52 +4%
TCA
1773
Trifecta Capital Advisors
Illinois
$189K +$189K +1,277 New
PAI
1774
Pittenger & Anderson Inc
Nebraska
$185K +$111K +750 +150%
RCM
1775
Raleigh Capital Management
North Carolina
$183K +$5.61K +38 +3%
69 70
71
72 73