AXP icon

American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1776
Wedge Capital Management
North Carolina
$243K +$6.73K +36 +3%
SCA
1777
Sandy Cove Advisors
Massachusetts
$243K +$146K +783 +151%
TA
1778
Tiedemann Advisors
New York
$243K +$243K +1,300 New
TCA
1779
Transcend Capital Advisors
New Jersey
$242K -$9.16K -49 -4%
JWA
1780
JFS Wealth Advisors
Pennsylvania
$242K +$18.3K +98 +8%
MA
1781
MBA Advisors
Pennsylvania
$241K -$9.36K -50 -4%
CWP
1782
Concord Wealth Partners
Virginia
$240K -$15.9K -85 -6%
MAG
1783
Mayfair Advisory Group
Alabama
$237K -$18.7K -100 -7%
CP
1784
Coho Partners
Pennsylvania
$237K – – –
EPP
1785
ETF Portfolio Partners
Kansas
$237K – – –
GFPC
1786
Global Financial Private Client
Florida
$235K +$44.9K +240 +24%
EGA
1787
E&G Advisors
Texas
$234K – – –
SAA
1788
Southeast Asset Advisors
Georgia
$233K +$374 +2 +0.2%
NSAM
1789
North Star Asset Management
Wisconsin
$233K +$233K +1,246 New
SEIA
1790
Signature Estate & Investment Advisors
California
$232K -$3.37K -18 -1%
BSAM
1791
Blue Square Asset Management
New York
$232K – – –
XF
1792
XML Financial
Maryland
$231K +$187 +1 +0.1%
AAP
1793
Arax Advisory Partners
Colorado
$231K +$11K +59 +5%
EWA
1794
Encompass Wealth Advisors
Oregon
$230K – – –
FNC
1795
First National Corp
Massachusetts
$230K +$230K +1,227 New
CTA
1796
Colonial Trust Advisors
South Carolina
$229K -$38.3K -205 -14%
EFM
1797
E Fund Management
China
$229K -$30.5K -163 -12%
WA
1798
Waverly Advisors
Alabama
$229K -$3.56K -19 -2%
TA
1799
TrueWealth Advisors
Alabama
$229K – – –
CCM
1800
Carlson Capital Management
Minnesota
$229K +$229K +1,224 New
70 71
72
73 74