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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 %
WMP
1801
Wealth Management Partners
Arizona
$228K +$228K +1,000 New
IGWM
1802
ICA Group Wealth Management
Colorado
$228K +$228K +1,363 New
SIA
1803
Soltis Investment Advisors
Utah
$227K +$227K +1,214 New
FCM
1804
Firestone Capital Management
Florida
$227K +$227K +1,215 New
FNB
1805
Farmers National Bank
Kentucky
$227K +$227K +1,212 New
BWA
1806
Burt Wealth Advisors
Maryland
$224K +$224K +1,197 New
WCFA
1807
Walkner Condon Financial Advisors
Wisconsin
$224K +$224K +1,199 New
CMS
1808
Capital Market Strategies
Florida
$224K +$224K +1,199 New
Fiera Capital (Canada)
1809
Fiera Capital (Canada)
Quebec, Canada
$224K +$224K +1,200 New
TNAM
1810
Terra Nova Asset Management
New York
$224K +$224K +1,200 New
FC
1811
Fulcrum Capital
Washington
$224K +$224K +1,200 New
RP
1812
Reinhart Partners
Wisconsin
$224K +$224K +1,200 New
CB
1813
CNB Bank
Pennsylvania
$223K +$5.06K +27 +2%
DDC
1814
DF Dent & Co
Maryland
$222K +$222K +1,185 New
SFS
1815
Solitude Financial Services
Virginia
$221K -$65.5K -350 -23%
CGFA
1816
Colton Groome Financial Advisors
North Carolina
$221K +$221K +1,182 New
VNA
1817
Valley National Advisers
Pennsylvania
$220K +$935 +5 +0.4%
CCP
1818
Carmel Capital Partners
California
$220K +$220K +1,175 New
MIM
1819
Montgomery Investment Management
Maryland
$220K +$220K +1,175 New
SSCA
1820
South Shore Capital Advisors
Massachusetts
$220K +$220K +1,175 New
FPS
1821
Fieldpoint Private Securities
Connecticut
$218K +$18.3K +98 +9%
LB
1822
Leo Brokerage
Texas
$218K +$218K +1,166 New
CWM
1823
Connecticut Wealth Management
Connecticut
$217K +$217K +1,160 New
GWM
1824
Greenwich Wealth Management
Connecticut
$216K -$43.3K -232 -17%
FIA
1825
Foundations Investment Advisors
Arizona
$215K -$14.7K -81 -6%
71 72
73
74 75